Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AADEX (AMERICAN BEACON LARGE CAP VALUE FUND INSTITUTIONAL CLASS) | 7.83% | 21.46% | 17.30% | 9.82% | 11.73% | 11.38% | 8.73% | … | … |
Data as of 06/05/2026, Common starting date is 12/28/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AADEX (AMERICAN BEACON LARGE CAP VALUE FUND INSTITUTIONAL CLASS) | 12/28/1987 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.97 | 21.46 | 17.30 | 9.82 | 11.73 | 11.38 | 8.73 | … | … | 7.83 | 14.65 | 15.37 | 13.51 | -5.40 | 28.07 | 3.15 | 29.72 | -12.12 | 17.17 | 15.97 | -5.93 | 10.58 | 34.94 | 19.09 | -2.31 | 14.57 | 27.52 | -39.41 | 3.26 | 18.99 | 9.97 | 19.44 | 35.77 | -17.77 | 2.08 | 11.50 | -4.52 | 6.31 | 26.64 | 21.09 | 29.97 | -5.12 | 12.81 | 9.66 | 25.48 | -5.47 | 22.49 | 23.05 | -1.67 |
| Sharpe Ratio | NA | 1.62 | 1.04 | 0.45 | 0.54 | NA | NA | … | … | 1.37 | 0.70 | 1.05 | 0.72 | -0.32 | 1.88 | 0.07 | 2.14 | -0.82 | 2.01 | 0.93 | -0.36 | 0.92 | 3.06 | 1.37 | -0.10 | 0.77 | 0.94 | -1.00 | 0.01 | 1.54 | 0.75 | 1.72 | 2.21 | -0.79 | -0.02 | 0.40 | -0.55 | 0.17 | 1.58 | 1.76 | 3.39 | -0.84 | 1.27 | 0.72 | 1.73 | -0.75 | 1.23 | 1.21 | -16.35 |
| Standard Deviation(%) | NA | 11.64 | 13.57 | 15.85 | 19.04 | NA | NA | … | … | 12.25 | 16.92 | 11.20 | 13.81 | 21.73 | 14.91 | 40.23 | 13.20 | 16.45 | 8.27 | 16.96 | 16.39 | 11.44 | 11.40 | 13.99 | 24.54 | 18.78 | 29.09 | 40.37 | 15.80 | 10.16 | 10.22 | 10.74 | 15.89 | 23.89 | 16.73 | 18.02 | 14.35 | 16.90 | 14.51 | 9.83 | 7.67 | 9.75 | 8.34 | 9.92 | 12.44 | 14.51 | 13.42 | 14.95 | 4.88 |
| Draw Down(%) | NA | 7.31 | 15.89 | 19.67 | 41.69 | NA | NA | … | … | 7.31 | 15.04 | 7.08 | 10.65 | 19.67 | 6.75 | 41.69 | 7.56 | 22.91 | 3.95 | 13.16 | 15.92 | 9.11 | 4.85 | 12.06 | 22.10 | 16.29 | 30.76 | 49.98 | 10.92 | 8.63 | 6.47 | 6.40 | 14.47 | 32.80 | 20.81 | 16.33 | 19.81 | 21.30 | 9.09 | 6.80 | 3.70 | 9.06 | 3.87 | 6.19 | 5.96 | 19.20 | 10.51 | 6.01 | 1.67 |
| Yield(%) | 0.00 | 12.05 | 11.00 | 9.20 | 10.51 | 11.29 | 8.43 | … | … | 0.00 | 12.30 | 12.87 | 5.70 | 9.92 | 13.04 | 13.06 | 11.62 | 8.21 | 11.23 | 3.39 | 9.95 | 9.41 | 1.99 | 2.58 | 2.35 | 1.49 | 2.09 | 1.92 | 4.74 | 4.35 | 5.22 | 1.48 | 2.05 | 0.00 | 3.05 | 6.83 | 17.68 | 12.92 | 11.18 | 10.56 | 3.24 | 3.12 | 4.23 | 4.37 | 4.35 | 4.45 | 5.09 | 4.91 | 1.82 |
Data as of 06/05/2026, Common starting date is 12/28/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AADEX (AMERICAN BEACON LARGE CAP VALUE FUND INSTITUTIONAL CLASS) |
-17.16%
Feb 2006 – Feb 2009 |
-5.89%
Feb 2004 – Feb 2009 |
-0.36%
Feb 1999 – Feb 2009 |
4.25%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AADEX (AMERICAN BEACON LARGE CAP VALUE FUND INSTITUTIONAL CLASS) |
26.45%
Mar 1995 – Mar 1998 |
24.06%
Feb 2009 – Feb 2014 |
15.65%
Mar 1988 – Mar 1998 |
13.78%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart