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American Beacon Large Cap Value Inv (AAGPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.26-0.16 (-0.66%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.11%
5-year average return10.92%
Number of years up22
Number of years down7
Best 1-yr total return (24 Jun 2024)34.46%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return34.46%
Worst 3-yr total return5.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAAGPXCategory
YTD8.91%4.44%
1-month3.47%-4.04%
3-month4.71%4.09%
1-year26.03%14.37%
3-year6.73%6.04%
5-year12.43%9.20%
10-year8.62%8.57%
Last bull market24.27%22.97%
Last bear market-12.01%-11.27%

Annual total return (%) history

Year
AAGPXCategory
2024
N/AN/A
2023
13.07%11.63%
2022
-5.56%-5.90%
2021
27.54%26.22%
2020
2.94%2.91%
2019
29.18%25.04%
2018
-12.26%-8.53%
2017
16.70%15.94%
2016
15.60%14.81%
2015
-6.38%-4.05%
2014
10.19%10.21%
2013
34.46%31.21%
2012
18.68%14.57%
2011
-2.72%-0.75%
2010
14.11%13.66%
2009
27.16%24.13%
2008
-39.58%-37.09%
2007
2.95%1.42%
2006
18.71%18.15%
2005
9.67%5.95%
2004
19.12%12.97%
2003
35.35%28.44%
2002
-16.18%-18.69%
2001
1.88%-4.99%
2000
11.22%7.87%
1999
-4.99%6.72%
1998
5.88%12.00%
1997
26.08%26.61%
1996
20.74%20.08%
1995
33.69%32.39%
1994
N/A-0.70%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.80%N/AN/AN/A
2023-0.10%4.48%-1.64%10.13%
2022-0.72%-12.01%-5.51%14.40%
202113.66%5.71%-1.20%7.44%
2020-30.18%17.44%4.14%20.56%
201913.39%4.20%1.07%8.18%
2018-2.84%2.13%5.32%-16.04%
20173.59%2.79%4.04%5.33%
2016-0.79%1.55%5.64%8.62%
20150.48%0.60%-10.88%3.93%
20143.00%4.51%-0.57%2.96%
201311.30%5.16%4.66%9.77%
201214.51%-4.46%6.11%2.22%
20115.18%-1.03%-16.64%12.10%
20106.58%-11.94%10.51%10.02%
2009-13.50%18.52%17.26%5.78%
2008-10.32%-4.88%-9.63%-21.63%
20071.19%6.42%0.57%-4.94%
20064.61%0.24%5.79%7.01%
20050.52%2.50%5.08%1.29%
20043.27%2.51%0.58%11.88%
2003-5.51%19.76%3.12%15.99%
20024.32%-8.48%-18.68%7.96%
2001-1.47%5.63%-10.48%9.34%
2000-2.43%-1.00%6.10%8.51%
1999-1.27%11.96%-13.16%-1.02%
199811.13%-1.19%-14.11%12.27%
19970.06%13.98%9.84%0.65%
19965.41%2.60%2.82%8.58%
19959.57%6.73%8.38%5.48%
1994-2.14%N/AN/AN/A

Rank in category (by total return)

YTD30
1-month32
3-month32
1-year24
3-year43
5-year32

Load adjusted returns

1-year26.03%
3-year6.73%
5-year12.43%
10-year8.62%