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American Beacon Bridgeway Lg Cp Val Y (BWLYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.76-0.11 (-0.44%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.37%
5-year average return6.82%
Number of years up7
Number of years down4
Best 1-yr total return (4 Jul 2024)37.55%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return37.55%
Worst 3-yr total return1.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBWLYXCategory
YTD7.98%4.44%
1-month-0.95%-4.04%
3-month-4.08%4.09%
1-year15.35%14.37%
3-year4.95%6.04%
5-year7.29%9.20%
10-year7.14%8.57%
Last bull market28.26%22.97%
Last bear market-10.79%-11.27%

Annual total return (%) history

Year
BWLYXCategory
2024
N/AN/A
2023
11.19%11.63%
2022
-7.81%-5.90%
2021
22.83%26.22%
2020
-3.14%2.91%
2019
25.06%25.04%
2018
-13.35%-8.53%
2017
15.81%15.94%
2016
16.16%14.81%
2015
-1.24%-4.05%
2014
14.15%10.21%
2013
37.55%31.21%
2012
N/A14.57%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.58%-4.08%N/AN/A
20231.03%3.02%-2.27%9.31%
2022-2.16%-10.79%-5.33%11.57%
202111.68%5.31%-2.16%6.75%
2020-31.71%17.26%3.55%16.80%
201911.05%4.31%0.57%7.34%
2018-1.30%0.50%4.18%-16.15%
20172.37%1.36%3.71%7.62%
20162.20%2.57%3.88%6.67%
20151.80%0.28%-8.75%6.02%
20143.37%5.03%0.56%4.55%
201314.39%2.48%6.03%10.65%
2012-1.66%6.42%2.40%N/A

Rank in category (by total return)

YTD39
1-month68
3-month92
1-year43
3-year79
5-year89

Load adjusted returns

1-year15.35%
3-year4.95%
5-year7.29%
10-year7.14%