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American Beacon Stephens Mid-Cap Gr Y (SMFYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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36.42+0.08 (+0.22%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.99%
5-year average return8.92%
Number of years up9
Number of years down2
Best 1-yr total return (2 Jul 2024)40.22%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return40.22%
Worst 3-yr total return0.48%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSMFYXCategory
YTD4.96%10.80%
1-month0.25%4.43%
3-month-3.78%7.00%
1-year13.25%48.17%
3-year-0.13%21.26%
5-year9.24%20.18%
10-year10.57%14.07%
Last bull market27.71%27.14%
Last bear market-20.84%-21.26%

Annual total return (%) history

Year
SMFYXCategory
2024
N/AN/A
2023
25.51%N/A
2022
-28.09%N/A
2021
12.41%N/A
2020
40.22%39.26%
2019
31.62%32.52%
2018
2.08%-6.65%
2017
28.27%23.91%
2016
6.67%6.03%
2015
-1.37%-0.95%
2014
3.29%7.00%
2013
32.96%34.93%
2012
N/A14.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.08%-3.78%N/AN/A
202310.46%5.31%-4.95%13.51%
2022-12.55%-20.84%-3.33%7.46%
2021-1.02%8.01%-0.08%5.22%
2020-18.18%34.24%6.35%20.04%
201918.35%6.73%-3.57%8.05%
20185.86%6.68%9.20%-17.22%
20179.47%4.93%5.40%5.94%
2016-3.48%2.76%7.56%-0.01%
20154.41%2.09%-10.47%3.35%
20140.19%2.19%-1.97%2.90%
201310.19%2.43%10.80%6.31%
2012-4.92%4.63%0.64%N/A

Rank in category (by total return)

YTD51
1-month57
3-month53
1-year37
3-year35
5-year42

Load adjusted returns

1-year13.25%
3-year-0.13%
5-year9.24%
10-year10.57%