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American Beacon Stephens Mid-cap Growth Fd Inst Cl: (MF: SFMIX)
(NASDAQ Mutual Funds) As of Aug 6, 2024 08:00 PM ET
$35.24 USD
+0.41 (1.18%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.01 | 75 |
| 3 months | -3.76 | 80 |
| 6 months | 5.01 | 75 |
| 1 Year | 13.32 | 68 |
| 3 Year | -0.08 | 84 |
| 5 Year | 9.32 | 70 |
| 10 Year | 10.66 | 43 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -52.74 |
| Bull Market (2/09 - 3/21) | 749.60 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 13.32 |
| 5 Year | 9.31 |
| 10 Year | 10.66 |
| Since Inception | 9.66 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.12 | -3.76 | NA | NA |
| 2023 | 10.45 | 5.34 | -4.95 | 13.52 |
| 2022 | -12.55 | -20.80 | -3.33 | 7.50 |
| 2021 | -1.00 | 8.04 | -0.07 | 5.22 |
| 2020 | -18.18 | 34.23 | 6.36 | 20.09 |
| 2019 | 18.37 | 6.76 | -3.54 | 8.10 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.01 | 25.55 | -28.03 | 12.45 | 40.29 | 31.77 | 2.19 | 28.35 | 6.82 | -1.27 | 3.41 |
| % Total Return Rel to Index | -10.28 | -0.69 | -9.82 | -16.22 | 21.89 | 0.28 | 6.59 | 6.56 | -5.11 | -2.66 | -10.23 |
| % Total Return Rel to Peer | -5.64 | 2.55 | -8.33 | -9.60 | 20.38 | 3.35 | 9.05 | 7.68 | -0.99 | 0.32 | -4.79 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 5.00 | 1.00 | 2.00 | 1.00 | 1.00 | 4.00 | 3.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.77 | 2.43 | 0.45 | 0.81 | 1.67 | 1.03 | 1.05 | 0.89 | 1.20 |
| Expense Ratio | 0.00 | 0.89 | 0.89 | 0.89 | 0.89 | 0.89 | 0.94 | 0.99 | 1.00 | 0.99 | 1.00 |
* 1 = Top 20%, 5 = Bottom 20%