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American Beacon Stephens Mid Cap Growth Fd Inv Cl: (MF: STMGX)
(NASDAQ Mutual Funds) As of May 6, 2025 08:00 PM ET
$29.28 USD
-0.36 (-1.22%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -6.64 | 62 |
| 3 months | -6.64 | 62 |
| 6 months | -3.06 | 45 |
| 1 Year | -3.16 | 87 |
| 3 Year | 2.75 | 81 |
| 5 Year | 12.72 | 84 |
| 10 Year | 9.83 | 48 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -52.89 |
| Bull Market (2/09 - 3/21) | 810.38 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | -3.16 |
| 5 Year | 12.72 |
| 10 Year | 9.83 |
| Since Inception | 8.72 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -6.64 | NA | NA | NA |
| 2024 | 9.02 | -3.84 | 3.89 | 3.83 |
| 2023 | 10.36 | 5.28 | -5.01 | 13.46 |
| 2022 | -12.58 | -20.88 | -3.43 | 7.41 |
| 2021 | -1.06 | 7.96 | -0.12 | 5.16 |
| 2020 | -18.26 | 34.11 | 6.30 | 19.96 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -6.64 | 13.09 | 25.22 | -28.27 | 12.20 | 39.80 | 31.27 | 1.90 | 27.94 | 6.42 | -1.62 |
| % Total Return Rel to Index | -2.38 | -11.92 | -1.02 | -10.06 | -16.48 | 21.39 | -0.21 | 6.29 | 6.14 | -5.51 | -3.01 |
| % Total Return Rel to Peer | -1.62 | -6.29 | 2.22 | -8.57 | -9.85 | 19.88 | 2.84 | 8.76 | 7.26 | -1.39 | -0.02 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 5.00 | 1.00 | 3.00 | 1.00 | 1.00 | 4.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 1.48 | 0.00 | 0.77 | 2.43 | 0.45 | 0.81 | 1.67 | 1.03 | 1.05 | 0.89 |
| Expense Ratio | 0.00 | 1.15 | 1.18 | 1.23 | 1.14 | 1.23 | 1.25 | 1.25 | 1.29 | 1.41 | 1.36 |
* 1 = Top 20%, 5 = Bottom 20%