Nasdaq - Delayed Quote USD

American Beacon Zebra Small Cap Eq Y (AZSYX)

11.49 +0.01 (+0.09%)
As of January 26 at 8:00 PM EST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -0.52%
5y Average Return 2.05%
Number of Years Up 8
Number of Years Down 4
Best 1Y Total Return (Jul 13, 2023) 42.29%
Worst 1Y Total Return (Jul 13, 2023) --
Best 3Y Total Return 42.29%
Worst 3Y Total Return 3.68%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AZSYX
Category
YTD
-0.52%
20.19%
1-Month
0.26%
0.02%
3-Month
-2.30%
4.36%
1-Year
-1.31%
60.18%
3-Year
11.36%
11.32%
5-Year
2.05%
13.88%
10-Year
6.93%
11.19%
Last Bull Market
54.79%
27.98%
Last Bear Market
-12.76%
-24.08%

Annual Total Return (%) History

Year
AZSYX
Category
2023
--
--
2022
-17.47%
--
2021
26.07%
--
2020
7.11%
10.99%
2019
22.31%
23.75%
2018
-9.79%
-12.72%
2017
9.45%
12.28%
2016
28.08%
20.78%

2015
-3.76%
-5.38%
2014
4.13%
3.79%
2013
42.29%
37.39%
2012
13.62%
15.46%
2011
-1.18%
-4.07%
2010
--
25.61%

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 2.51% -3.04% -- --
2022 -5.10% -12.76% -9.35% 9.97%
2021 15.65% 3.48% -1.76% 7.22%
2020 -30.56% 18.75% 0.60% 29.13%
2019 13.28% 1.53% -0.92% 7.33%
2018 -0.61% 8.19% 0.62% -16.63%
2017 -0.31% 2.71% 5.79% 1.04%
2016 2.40% 2.14% 6.73% 14.74%
2015 3.37% 0.26% -9.17% 2.24%
2014 -1.01% 2.69% -6.78% 9.89%

2013 12.61% 4.34% 9.90% 10.19%
2012 10.59% -4.21% 4.88% 2.25%
2011 6.29% -2.18% -17.99% 15.90%
2010 11.11% 14.62% -- --

Rank in Category (By Total Return)

YTD 97
1-Month 100
3-Month 99
1-Year 98
3-Year 90
5-Year 92

Load Adjusted Returns

1-Year -0.92%
3-Year 10.34%
5-Year 2.59%
10-Year 7.60%

Performance & Risk

YTD Return -0.52%
5y Average Return 2.05%
Rank in Category (ytd) 97
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family American Beacon
Net Assets 18.75M
YTD Return -0.52%
Yield 0.00%
Morningstar Rating
Inception Date Jun 01, 2010

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of small market capitalization U.S. companies. These companies have market capitalizations similar to the market capitalizations of the companies in the Russell 2000® Index at the time of investment.

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