Nasdaq - Delayed Quote USD

American Beacon Bridgeway Lg Cp Val Inv (BWLIX)

24.91 -0.09 (-0.36%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 8.35%
5y Average Return 7.22%
Number of Years Up 7
Number of Years Down 4
Best 1Y Total Return (Apr 25, 2024) 37.28%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 37.28%
Worst 3Y Total Return 1.36%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BWLIX
Category
YTD
12.48%
17.52%
1-Month
6.46%
-0.87%
3-Month
12.48%
5.51%
1-Year
23.59%
42.88%
3-Year
8.00%
11.93%
5-Year
8.83%
12.07%
10-Year
7.83%
10.95%
Last Bull Market
43.86%
23.18%
Last Bear Market
-10.87%
-17.87%

Annual Total Return (%) History

Year
BWLIX
Category
2024
--
--
2023
10.92%
--
2022
-8.04%
--
2021
22.51%
--
2020
-3.36%
2.91%
2019
24.68%
25.04%
2018
-13.56%
-8.53%
2017
15.50%
15.94%

2016
15.83%
14.81%
2015
-1.51%
-4.05%
2014
13.89%
10.21%
2013
37.28%
31.21%
2012
--
14.57%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.48% -- -- --
2023 0.95% 2.95% -2.33% 9.27%
2022 -2.20% -10.87% -5.40% 11.51%
2021 11.59% 5.25% -2.24% 6.70%
2020 -31.76% 17.17% 3.51% 16.75%
2019 10.93% 4.29% 0.50% 7.25%
2018 -1.37% 0.43% 4.09% -16.16%
2017 2.30% 1.28% 3.65% 7.56%
2016 2.13% 2.50% 3.81% 6.59%
2015 1.73% 0.21% -8.82% 5.95%

2014 3.34% 4.96% 0.52% 4.46%
2013 14.36% 2.43% 5.99% 10.57%
2012 -1.79% 6.36% 2.34% --

Rank in Category (By Total Return)

YTD 6
1-Month 11
3-Month 6
1-Year 32
3-Year 69
5-Year 85

Load Adjusted Returns

1-Year 23.59%
3-Year 8.00%
5-Year 8.83%
10-Year 7.83%

Performance & Risk

YTD Return 8.35%
5y Average Return 7.22%
Rank in Category (ytd) 6
% 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 12.48%
Yield 1.59%
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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