Nasdaq - Delayed Quote USD

American Beacon AHL TargetRisk R5 (AHTIX)

10.94 -0.07 (-0.64%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 3.70%
5y Average Return 5.91%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Apr 25, 2024) 27.17%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 27.17%
Worst 3Y Total Return 0.11%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AHTIX
Category
YTD
6.73%
9.69%
1-Month
4.55%
0.97%
3-Month
6.73%
5.21%
1-Year
16.05%
27.45%
3-Year
5.07%
8.85%
5-Year
6.71%
8.56%
10-Year
0.00%
5.61%
Last Bull Market
20.57%
10.63%
Last Bear Market
-9.78%
-12.05%

Annual Total Return (%) History

Year
AHTIX
Category
2024
--
--
2023
13.92%
--
2022
-16.49%
--
2021
13.78%
--
2020
5.59%
9.83%
2019
27.17%
14.61%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.73% -- -- --
2023 4.77% 2.28% -1.26% 7.66%
2022 -5.17% -9.78% -3.45% 1.11%
2021 -0.39% 6.61% 3.91% 3.11%
2020 -4.68% 3.10% 2.42% 4.90%
2019 12.10% 7.14% 4.83% 1.00%

Rank in Category (By Total Return)

YTD 42
1-Month 5
3-Month 42
1-Year 36
3-Year 22
5-Year 34

Load Adjusted Returns

1-Year 16.05%
3-Year 5.07%
5-Year 6.71%
10-Year --

Performance & Risk

YTD Return 3.70%
5y Average Return 5.91%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.81
Morningstar Risk Rating

Fund Overview

Category Tactical Allocation
Fund Family American Beacon
Net Assets 280.52M
YTD Return 6.73%
Yield 3.81%
Morningstar Rating
Inception Date Apr 30, 2019

Fund Summary

The fund seeks to achieve its investment objective by allocating all or substantially all of its assets across equities, bonds, interest rates, corporate credit, and commodities primarily through derivative instruments. It invests primarily in futures (including equity index futures, interest rate futures, bond futures and government bond futures, such as treasury futures), swaps (including commodity swaps, credit default swaps, currency swaps, interest rate swaps, and total return swaps) and forward contracts, but also may invest in other types of derivative instruments. The fund is non-diversified.

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