Nasdaq - Delayed Quote USD

American Beacon Balanced Y (ACBYX)

14.95 -0.02 (-0.13%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.92%
5y Average Return 7.49%
Number of Years Up 10
Number of Years Down 3
Best 1Y Total Return (Apr 24, 2024) 22.39%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 22.39%
Worst 3Y Total Return 4.63%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ACBYX
Category
YTD
5.89%
9.69%
1-Month
4.10%
0.91%
3-Month
5.89%
5.21%
1-Year
17.03%
27.06%
3-Year
5.68%
11.00%
5-Year
8.62%
10.26%
10-Year
7.03%
8.34%
Last Bull Market
31.34%
15.58%
Last Bear Market
-9.45%
-12.16%

Annual Total Return (%) History

Year
ACBYX
Category
2024
--
--
2023
12.27%
--
2022
-7.64%
--
2021
16.66%
--
2020
6.31%
11.72%
2019
22.39%
19.23%
2018
-7.98%
-5.76%
2017
12.45%
13.21%

2016
12.56%
7.34%
2015
-4.16%
-1.93%
2014
9.22%
6.21%
2013
20.75%
16.48%
2012
14.12%
11.72%
2011
1.64%
-0.11%
2010
--
11.83%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.89% -- -- --
2023 1.58% 2.96% -1.62% 9.11%
2022 -1.70% -9.45% -5.57% 9.87%
2021 8.51% 4.36% -1.26% 4.34%
2020 -19.59% 12.11% 2.20% 15.39%
2019 10.22% 3.94% 1.52% 5.24%
2018 -2.07% 1.90% 3.66% -11.04%
2017 2.59% 2.16% 3.17% 3.99%
2016 1.06% 1.44% 4.27% 5.30%
2015 1.31% -0.76% -6.42% 1.87%

2014 2.97% 3.88% -0.21% 2.33%
2013 7.30% 2.81% 3.34% 5.91%
2012 9.84% -2.39% 4.78% 1.58%
2011 3.37% 0.02% -9.10% 8.16%
2010 -6.81% 7.73% 5.72% --

Rank in Category (By Total Return)

YTD 33
1-Month 3
3-Month 33
1-Year 29
3-Year 20
5-Year 25

Load Adjusted Returns

1-Year 17.03%
3-Year 5.68%
5-Year 8.62%
10-Year 7.03%

Performance & Risk

YTD Return 2.92%
5y Average Return 7.49%
Rank in Category (ytd) 33
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family American Beacon
Net Assets 115.93M
YTD Return 5.89%
Yield 1.63%
Morningstar Rating
Inception Date Sep 01, 2010

Fund Summary

Under normal circumstances, between 50% and 70% of the fund's total assets are invested in equity securities and between 30% and 50% of the fund's total assets are invested in debt securities. The fund’s equity investments may include common stocks, preferred stocks, convertible securities, master limited partnerships (“MLPs”), REITs, depositary receipts, which may include ADRs and GDRs, and U.S. dollar-denominated foreign stocks traded on U.S. exchanges.

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