Nasdaq - Delayed Quote • USD
American Beacon Stephens Sm Cp Gr A (SPWAX)
At close: 8:00 PM EDT
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small capitalization companies. The fund's manager considers a company to be a small capitalization company if it has a market capitalization, at the time of investment, similar to the market capitalizations of the companies in the Russell 2000 Index.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 42.28% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 3.91% |
| 5y Average Return | 6.91% |
| Rank in Category (ytd) | 26 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SPWAX | Category Average | SPWAX | Category Average | SPWAX | Category Average | |
| Alpha | -9.84 | -0.02 | -5.87 | 0.01 | -4.92 | -0.02 |
| BETA | 1.06 | 0.01 | 1.1 | 0.01 | 1.13 | 0.01 |
| Mean Annual Return | 0.27 | 0.02 | 0.94 | 0.02 | 0.84 | 0.01 |
| R-squared | 80.35 | 0.78 | 78.98 | 0.73 | 73.88 | 0.73 |
| Standard Deviation | 20.9 | 0.26 | 22.78 | 0.21 | 19.98 | 0.19 |
| Sharpe Ratio | 0.01 | 0.01 | 0.4 | 0.01 | 0.43 | 0.01 |
| Treynor Ratio | -1.78 | 0.15 | 6.31 | 0.17 | 6.09 | 0.11 |
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