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AANPX: AMERICAN BEACON RETIREMENT INCOME AND APPRECIATION FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/09/2003 |
| Last Dividend Date: | 02/29/2016 |
| 12-Mo. Yield | 15.41% |
| Expenses | 1.11% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/09/2003 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.6 | 1.6 | 3.3 | -0.8 | -1.2 | 4.8 | 2.1 | 6.8 | 2.3 | 6.9 | 14.2 | -4.7 | 5.4 | 5.1 | 1.0 | 3.1 | 1.3 |
| Sharpe Ratio | NA | -0.69 | 0.33 | 0.87 | 0.84 | 0.73 | -0.7 | -0.39 | 1.9 | 0.69 | 3.09 | 0.66 | 1.99 | 3.18 | -0.97 | 0.67 | 0.57 | -0.45 | 0.6 | 0.63 |
| Draw Down(%) | NA | 2.1 | 5.5 | 5.5 | 13.0 | 13.0 | 2.0 | 3.7 | 1.7 | 3.7 | 1.7 | 2.6 | 2.6 | 4.3 | 12.6 | 2.3 | 2.2 | 2.5 | 4.4 | 2.8 |
| Standard Deviation(%) | NA | 1.5 | 2.5 | 2.6 | 3.5 | 3.4 | 1.5 | 3.2 | 2.5 | 3.0 | 2.2 | 3.5 | 3.4 | 4.5 | 5.8 | 3.6 | 3.1 | 2.6 | 3.6 | 3.3 |
| Treynor Ratio | NA | -0.08 | 0.02 | 0.05 | 0.07 | 0.06 | -0.08 | -0.02 | 0.08 | 0.03 | 0.17 | 0.05 | 0.16 | 0.38 | -0.16 | 0.04 | 0.03 | -0.02 | 0.03 | 0.03 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.03 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 |
| Beta | NA | 0.13 | 0.39 | 0.43 | 0.4 | 0.44 | 0.14 | 0.5 | 0.63 | 0.62 | 0.39 | 0.45 | 0.43 | 0.37 | 0.35 | 0.53 | 0.68 | 0.63 | 0.8 | 0.77 |
| RSquared | NA | 0.14 | 0.36 | 0.43 | 0.47 | 0.49 | 0.14 | 0.45 | 0.62 | 0.64 | 0.42 | 0.61 | 0.46 | 0.48 | 0.48 | 0.49 | 0.75 | 0.69 | 0.81 | 0.3 |
| Yield(%) | N/A | 15.4 | 8.5 | 6.2 | 5.0 | N/A | 0.3 | 16.1 | 5.7 | 4.9 | 3.1 | 2.7 | 2.5 | 4.0 | 3.6 | 6.0 | 3.3 | 2.8 | 1.6 | 0.0 |
| Dividend Growth(%) | N/A | 163.4 | 245.1 | 77.3 | N/A | N/A | -98.5 | 179.6 | 13.5 | 65.6 | 14.0 | 12.6 | -31.5 | 0.8 | -40.0 | 86.3 | 14.2 | 78.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2003
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