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American Beacon Large Cap Value R5 (AADEX)

27.21
0.00
(0.00%)
At close: 8:04:10 PM EDT

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of large market capitalization U.S. companies. The fund manager considers large market capitalization companies to be those with market capitalizations within the market capitalization range of the companies in the Russell 1000® Index at the time of investment.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 34.93%
Worst 1Y Total Return --
Number of Years Up 28
Number of Years Down 9

Performance & Risk

YTD Return 3.38%
5y Average Return 17.85%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
AADEXCategory AverageAADEXCategory AverageAADEXCategory Average
Alpha -2.04 -0.01 0.94 -0.03 -3.5 -0.03
BETA 0.94 0.01 0.92 0.01 1.04 0.01
Mean Annual Return 0.86 0.01 1.32 0.01 0.81 0.01
R-squared 79.14 0.78 76.71 0.83 83.37 0.84
Standard Deviation 17.37 0.17 16.99 0.19 17.47 0.16
Sharpe Ratio 0.33 0 0.76 0 0.44 0.01
Treynor Ratio 4.83 0.04 13.59 0.07 6.3 0.08

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