Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SPWYX (AMERICAN BEACON STEPHENS SMALL CAP GROWTH FUND Y CLASS) | 5.41% | 11.19% | 10.09% | 7.52% | 9.39% | NA | NA | 10.35% |
Data as of 07/30/2025, AR inception is 02/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPWYX (AMERICAN BEACON STEPHENS SMALL CAP GROWTH FUND Y CLASS) | 02/28/2012 | 07/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 11.19 | 10.09 | 7.52 | 9.39 | NA | NA | 10.35 | 5.41 | 8.30 | 17.92 | -36.59 | -5.30 | 25.00 | 22.86 | 2.06 | 19.42 | 9.96 | -4.94 | -3.14 | 42.87 | 1.33 |
| Sharpe Ratio | NA | 0.42 | 0.40 | 0.27 | 0.35 | NA | NA | 0.42 | 0.25 | 0.09 | 0.81 | -1.10 | -0.20 | 0.65 | 1.27 | 0.04 | 1.60 | 0.52 | -0.27 | -0.17 | 2.93 | 0.09 |
| Standard Deviation(%) | NA | 23.33 | 21.17 | 22.63 | 22.72 | NA | NA | 21.36 | 26.22 | 18.42 | 16.95 | 34.53 | 26.60 | 37.73 | 16.88 | 20.91 | 11.80 | 18.78 | 18.09 | 18.54 | 14.64 | 17.67 |
| Draw Down(%) | NA | 23.95 | 23.95 | 37.31 | 37.39 | NA | NA | 37.39 | 23.95 | 12.62 | 12.56 | 38.03 | 23.85 | 36.36 | 11.75 | 29.64 | 4.85 | 18.64 | 16.97 | 16.21 | 7.08 | 11.32 |
| Yield(%) | 0.00 | 6.72 | 6.20 | 9.45 | 9.80 | 9.40 | 7.05 | 10.84 | 0.00 | 7.48 | 1.50 | 8.01 | 19.65 | 12.53 | 11.81 | 29.54 | 3.96 | 0.93 | 4.34 | 4.01 | 5.34 | 6.17 |
Data as of 07/30/2025, AR inception is 02/28/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPWYX (AMERICAN BEACON STEPHENS SMALL CAP GROWTH FUND Y CLASS) |
-2.73%
Oct 2021 - Oct 2024 |
2.67%
Sep 2018 - Sep 2023 |
5.80%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPWYX (AMERICAN BEACON STEPHENS SMALL CAP GROWTH FUND Y CLASS) |
24.70%
Dec 2018 - Dec 2021 |
22.05%
Feb 2016 - Feb 2021 |
11.62%
Mar 2012 - Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart