Nasdaq - Delayed Quote USD

American Beacon Balanced Y (ACBYX)

14.82 +0.06 (+0.41%)
At close: 6:45 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 22.39%
Worst 1Y Total Return --
Number of Years Up 10
Number of Years Down 3

Performance & Risk

YTD Return 1.47%
5y Average Return 7.21%
Rank in Category (ytd) 33
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
ACBYXCategory AverageACBYXCategory AverageACBYXCategory Average
Alpha 3.03 -0.01 1.82 -0.01 0.69 -0
BETA 1 0.01 1.11 0.01 1.12 0.01
Mean Annual Return 0.53 0.01 0.78 0.01 0.63 0.01
R-squared 88.52 0.93 89.11 0.92 87.95 0.92
Standard Deviation 13.21 0.13 14.5 0.1 11.84 0.09
Sharpe Ratio 0.26 0.01 0.5 0.01 0.51 0.01
Treynor Ratio 2.71 0.09 5.84 0.09 4.95 0.07

Related Tickers