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American Beacon Stephens Mid-Cap Gr A (SMFAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.17-0.15 (-0.51%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.86%
5-year average return9.27%
Number of years up9
Number of years down2
Best 1-yr total return (17 Jun 2024)39.85%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return39.85%
Worst 3-yr total return0.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSMFAXCategory
YTD4.61%10.80%
1-month2.06%4.43%
3-month-1.91%7.00%
1-year20.42%48.17%
3-year0.92%21.26%
5-year10.51%20.18%
10-year10.84%14.07%
Last bull market27.63%27.14%
Last bear market-20.88%-21.26%

Annual total return (%) history

Year
SMFAXCategory
2024
N/AN/A
2023
25.16%N/A
2022
-28.27%N/A
2021
12.17%N/A
2020
39.85%39.26%
2019
31.22%32.52%
2018
1.81%-6.65%
2017
27.90%23.91%
2016
6.36%6.03%
2015
-1.67%-0.95%
2014
2.98%7.00%
2013
32.48%34.93%
2012
N/A14.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.05%N/AN/AN/A
202310.38%5.23%-5.01%13.43%
2022-12.60%-20.88%-3.41%7.40%
2021-1.10%8.01%-0.12%5.13%
2020-18.23%34.13%6.26%20.00%
201918.24%6.69%-3.67%7.98%
20185.77%6.64%9.11%-17.27%
20179.38%4.83%5.32%5.90%
2016-3.55%2.68%7.48%-0.08%
20154.33%2.02%-10.54%3.26%
20140.15%2.09%-2.04%2.82%
201310.20%2.31%10.63%6.22%
2012-4.94%4.45%0.35%N/A

Rank in category (by total return)

YTD44
1-month53
3-month48
1-year44
3-year37
5-year43

Load adjusted returns

1-year13.50%
3-year-1.05%
5-year9.21%
10-year10.18%