UK markets closed

American Beacon Bridgeway Lg Cp Val C (BWLCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
23.42-0.01 (-0.04%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.23%
5-year average return5.82%
Number of years up7
Number of years down4
Best 1-yr total return (2 Jul 2024)36.02%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return36.02%
Worst 3-yr total return0.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBWLCXCategory
YTD7.42%4.44%
1-month-1.05%-4.04%
3-month-4.32%4.09%
1-year14.17%14.37%
3-year3.90%6.04%
5-year6.21%9.20%
10-year6.05%8.57%
Last bull market27.69%22.97%
Last bear market-11.03%-11.27%

Annual total return (%) history

Year
BWLCXCategory
2024
N/AN/A
2023
10.08%11.63%
2022
-8.73%-5.90%
2021
21.58%26.22%
2020
-4.08%2.91%
2019
23.79%25.04%
2018
-14.20%-8.53%
2017
14.57%15.94%
2016
14.92%14.81%
2015
-2.27%-4.05%
2014
12.88%10.21%
2013
36.02%31.21%
2012
N/A14.57%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.27%-4.32%N/AN/A
20230.77%2.78%-2.53%9.04%
2022-2.38%-11.03%-5.58%11.30%
202111.37%5.05%-2.42%6.50%
2020-31.89%16.95%3.35%16.52%
201910.75%4.09%0.32%7.04%
2018-1.56%0.29%3.92%-16.37%
20172.10%1.08%3.41%7.36%
20161.93%2.30%3.60%6.37%
20151.54%0.02%-9.00%5.74%
20143.10%4.71%0.31%4.24%
201314.08%2.18%5.79%10.31%
2012-2.00%6.18%2.23%N/A

Rank in category (by total return)

YTD47
1-month72
3-month94
1-year54
3-year88
5-year94

Load adjusted returns

1-year13.17%
3-year3.90%
5-year6.21%
10-year6.05%