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American Beacon Stephens Mid Cap Growth Fd Inv Cl: (MF: STMGX)
(NASDAQ Mutual Funds) As of Jun 5, 2024 08:00 PM ET
$29.58 USD
+0.47 (1.62%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.48 | 78 |
| 3 months | 2.96 | 70 |
| 6 months | 19.96 | 64 |
| 1 Year | 18.58 | 56 |
| 3 Year | -0.25 | 82 |
| 5 Year | 8.99 | 67 |
| 10 Year | 10.78 | 41 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -52.89 |
| Bull Market (2/09 - 3/21) | 738.68 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 23.70 |
| 5 Year | 11.27 |
| 10 Year | 10.95 |
| Since Inception | 9.42 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.02 | NA | NA | NA |
| 2023 | 10.36 | 5.28 | -5.01 | 13.46 |
| 2022 | -12.58 | -20.88 | -3.43 | 7.41 |
| 2021 | -1.06 | 7.96 | -0.12 | 5.16 |
| 2020 | -18.26 | 34.11 | 6.30 | 19.96 |
| 2019 | 18.20 | 6.70 | -3.65 | 8.03 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.48 | 25.22 | -28.27 | 12.20 | 39.80 | 31.27 | 1.90 | 27.94 | 6.42 | -1.62 | 2.96 |
| % Total Return Rel to Index | -3.56 | -1.02 | -10.06 | -16.48 | 21.39 | -0.21 | 6.29 | 6.14 | -5.51 | -3.01 | -10.67 |
| % Total Return Rel to Peer | -2.35 | 2.22 | -8.57 | -9.85 | 19.88 | 2.84 | 8.76 | 7.26 | -1.39 | -0.02 | -5.24 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 5.00 | 1.00 | 2.00 | 1.00 | 1.00 | 4.00 | 3.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 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 | 1.18 | 1.23 | 1.14 | 1.23 | 1.25 | 1.25 | 1.29 | 1.41 | 1.36 | 1.45 |
* 1 = Top 20%, 5 = Bottom 20%