Nasdaq - Delayed Quote USD

American Beacon Bridgeway Lg Cp Val C (BWLCX)

23.70 +0.05 (+0.21%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 8.52%
5y Average Return 6.43%
Number of Years Up 7
Number of Years Down 4
Best 1Y Total Return (Apr 24, 2024) 36.02%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 36.02%
Worst 3Y Total Return 0.62%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BWLCX
Category
YTD
12.27%
17.52%
1-Month
6.42%
-0.87%
3-Month
12.27%
5.51%
1-Year
22.64%
42.88%
3-Year
7.18%
11.93%
5-Year
8.01%
12.07%
10-Year
7.01%
10.95%
Last Bull Market
42.99%
23.18%
Last Bear Market
-11.03%
-17.87%

Annual Total Return (%) History

Year
BWLCX
Category
2024
--
--
2023
10.08%
--
2022
-8.73%
--
2021
21.58%
--
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
--
14.57%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.27% -- -- --
2023 0.77% 2.78% -2.53% 9.04%
2022 -2.38% -11.03% -5.58% 11.30%
2021 11.37% 5.05% -2.42% 6.50%
2020 -31.89% 16.95% 3.35% 16.52%
2019 10.75% 4.09% 0.32% 7.04%
2018 -1.56% 0.29% 3.92% -16.37%
2017 2.10% 1.08% 3.41% 7.36%
2016 1.93% 2.30% 3.60% 6.37%
2015 1.54% 0.02% -9.00% 5.74%

2014 3.10% 4.71% 0.31% 4.24%
2013 14.08% 2.18% 5.79% 10.31%
2012 -2.00% 6.18% 2.23% --

Rank in Category (By Total Return)

YTD 8
1-Month 12
3-Month 8
1-Year 37
3-Year 81
5-Year 91

Load Adjusted Returns

1-Year 21.64%
3-Year 7.18%
5-Year 8.01%
10-Year 7.01%

Performance & Risk

YTD Return 8.52%
5y Average Return 6.43%
Rank in Category (ytd) 8
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family American Beacon
Net Assets 303.73M
YTD Return 12.27%
Yield 0.89%
Morningstar Rating
Inception Date Feb 03, 2012

Fund Summary

The fund invests in a diversified portfolio of stocks of large capitalization companies that are listed on the New York Stock Exchange, NYSE American, or NASDAQ. Under normal market conditions, at least 80% of Fund net assets (plus borrowings for investment purposes) are invested in stocks from among those in the large-cap value category at the time of purchase.

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