Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| STSGX (AMERICAN BEACON STEPHENS SMALL CAP GROWTH FUND INVESTOR CLASS) | 4.41% | 12.46% | 11.21% | 7.71% | 9.16% | 11.02% | NA | 8.82% |
Data as of 07/24/2025, AR inception is 12/09/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STSGX (AMERICAN BEACON STEPHENS SMALL CAP GROWTH FUND INVESTOR CLASS) | 12/09/2005 | 07/24/2025 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 12.46 | 11.21 | 7.71 | 9.16 | 11.02 | NA | 8.82 | 4.41 | 6.65 | 17.40 | -38.10 | -8.12 | 23.21 | 22.54 | 1.72 | 19.23 | 9.76 | -5.08 | -3.35 | 42.62 | 15.92 | 1.50 | 26.37 | 36.25 | -40.20 | 14.23 | 7.01 | -1.79 |
| Sharpe Ratio | NA | 0.35 | 0.46 | 0.25 | 0.33 | NA | NA | 0.32 | 0.19 | 0.00 | 0.78 | -1.12 | -0.29 | 0.60 | 1.25 | 0.02 | 1.59 | 0.51 | -0.28 | -0.18 | 2.92 | 0.93 | 0.05 | 1.24 | 1.27 | -1.04 | 0.61 | 0.21 | -2.40 |
| Standard Deviation(%) | NA | 23.36 | 21.32 | 22.63 | 22.71 | NA | NA | 23.28 | 26.55 | 18.87 | 16.94 | 35.45 | 28.54 | 37.97 | 16.86 | 20.92 | 11.76 | 18.78 | 18.10 | 18.55 | 14.61 | 17.22 | 31.70 | 21.18 | 28.51 | 39.31 | 18.52 | 17.47 | 12.74 |
| Draw Down(%) | NA | 23.99 | 23.99 | 37.43 | 37.66 | NA | NA | 56.50 | 23.99 | 13.77 | 12.60 | 39.52 | 25.95 | 36.38 | 11.79 | 29.71 | 4.92 | 18.66 | 17.02 | 16.33 | 7.12 | 11.42 | 27.52 | 16.81 | 24.26 | 52.33 | 10.91 | 17.73 | 2.58 |
| Yield(%) | 0.00 | 8.24 | 7.55 | 10.83 | 10.44 | 13.04 | 10.15 | 10.69 | 0.00 | 8.96 | 1.79 | 9.31 | 22.17 | 13.94 | 12.97 | 31.45 | 4.20 | 0.98 | 4.57 | 4.20 | 5.57 | 7.29 | 8.00 | 1.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/24/2025, AR inception is 12/09/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STSGX (AMERICAN BEACON STEPHENS SMALL CAP GROWTH FUND INVESTOR CLASS) |
-16.79%
Feb 2006 - Feb 2009 |
2.14%
Oct 2007 - Oct 2012 |
4.67%
Feb 2006 - Feb 2016 |
6.99%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STSGX (AMERICAN BEACON STEPHENS SMALL CAP GROWTH FUND INVESTOR CLASS) |
32.00%
Feb 2009 - Feb 2012 |
27.96%
Feb 2009 - Feb 2014 |
17.12%
Feb 2009 - Feb 2019 |
14.06%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart