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American Beacon Bridgeway Lg Cp Val R6 (BWLRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.83+0.18 (+0.73%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.30%
5-year average return7.81%
Number of years up3
Number of years down3
Best 1-yr total return (16 Jun 2024)25.17%
Worst 1-yr total return (16 Jun 2024)N/A
Best 3-yr total return25.17%
Worst 3-yr total return1.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBWLRXCategory
YTD9.08%4.44%
1-month2.19%-4.04%
3-month3.19%4.09%
1-year25.20%14.37%
3-year5.35%6.04%
5-year9.21%9.20%
10-year7.59%8.57%
Last bull market28.30%22.97%
Last bear market-10.79%-11.27%

Annual total return (%) history

Year
BWLRXCategory
2024
N/AN/A
2023
11.29%11.63%
2022
-7.74%-5.90%
2021
22.99%26.22%
2020
-3.03%2.91%
2019
25.17%25.04%
2018
-13.27%-8.53%
2017
N/A15.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.62%N/AN/AN/A
20231.07%3.01%-2.27%9.37%
2022-2.15%-10.79%-5.31%11.61%
202111.68%5.36%-2.15%6.81%
2020-31.71%17.28%3.64%16.83%
201911.07%4.38%0.57%7.35%
2018-1.30%0.53%4.20%-16.12%
20173.69%7.62%N/AN/A

Rank in category (by total return)

YTD26
1-month83
3-month65
1-year30
3-year71
5-year85

Load adjusted returns

1-year25.20%
3-year5.35%
5-year9.21%
10-year7.59%