American Beacon Bridgeway Large Cap Value Fund (BRLVX)
The investment seeks to provide long-term total return on capital, primarily through capital appreciation and some income. The fund invests in a diversified portfolio of stocks of large capitalization companies that are listed on the New York Stock Exchange, NYSE American, or NASDAQ. Under normal market conditions, at least 80% of Fund net assets (plus borrowings for investment purposes) are invested in stocks from among those in the large-cap value category at the time of purchase.
Fund Info
US0245241262
Oct 31, 2003
$250,000
Large-Cap
Value
Expense Ratio
BRLVX features an expense ratio of 0.75%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in American Beacon Bridgeway Large Cap Value Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
American Beacon Bridgeway Large Cap Value Fund had a return of 5.60% year-to-date (YTD) and 2.26% in the last 12 months. Over the past 10 years, American Beacon Bridgeway Large Cap Value Fund had an annualized return of 1.71%, while the S&P 500 had an annualized return of 11.31%, indicating that American Beacon Bridgeway Large Cap Value Fund did not perform as well as the benchmark.
BRLVX
5.60%
1.43%
-7.01%
2.26%
0.15%
1.71%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of BRLVX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | 5.43% | 5.60% | |||||||||||
2024 | 1.51% | 4.12% | 6.53% | -5.21% | 2.18% | -0.95% | 5.63% | 1.89% | 0.93% | -0.88% | 7.20% | -19.96% | -0.20% |
2023 | 8.57% | -4.34% | -2.68% | -0.21% | -3.86% | 7.38% | 4.28% | -2.84% | -3.53% | -4.04% | 7.28% | -3.21% | 1.39% |
2022 | -2.22% | -1.31% | 1.41% | -5.00% | 2.96% | -8.78% | 6.43% | -3.04% | -8.24% | 11.62% | 5.59% | -7.63% | -9.99% |
2021 | 0.80% | 4.76% | 5.74% | 3.24% | 2.16% | -0.14% | -0.18% | 2.80% | -4.64% | 4.87% | -3.49% | 1.69% | 18.44% |
2020 | -3.54% | -10.77% | -20.63% | 13.70% | 2.99% | 0.14% | 3.45% | 3.11% | -2.89% | -2.22% | 14.94% | -6.20% | -12.52% |
2019 | 9.07% | 2.39% | -0.59% | 4.70% | -7.42% | 7.69% | 1.76% | -4.39% | 3.37% | 1.18% | 3.79% | -0.01% | 22.36% |
2018 | 4.55% | -4.52% | -1.12% | -0.11% | 1.85% | -1.19% | 4.06% | 0.61% | -0.51% | -7.18% | 1.24% | -16.96% | -19.34% |
2017 | 0.73% | 2.74% | -1.07% | 0.11% | -0.19% | 1.46% | 1.77% | -1.05% | 2.97% | 1.96% | 3.63% | -2.43% | 10.97% |
2016 | -5.67% | 1.86% | 6.36% | 0.86% | 0.98% | 0.72% | 3.10% | 0.41% | 0.40% | -0.73% | 6.14% | 1.15% | 16.14% |
2015 | -2.97% | 5.65% | -0.69% | -0.41% | 2.44% | -1.73% | 0.45% | -5.68% | -3.68% | 7.42% | 0.96% | -4.52% | -3.57% |
2014 | -3.93% | 4.48% | 2.98% | 0.50% | 1.98% | 2.47% | -1.55% | 4.29% | -2.01% | 1.71% | 2.23% | -0.97% | 12.46% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BRLVX is 7, meaning it’s performing worse than 93% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for American Beacon Bridgeway Large Cap Value Fund (BRLVX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
American Beacon Bridgeway Large Cap Value Fund provided a 1.40% dividend yield over the last twelve months, with an annual payout of $0.34 per share.
Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $0.34 | $0.34 | $0.53 | $0.56 | $1.59 | $0.00 | $0.54 | $0.47 | $0.39 | $0.35 | $0.29 | $0.17 |
Dividend yield | 1.40% | 1.48% | 2.30% | 2.42% | 5.97% | 0.01% | 1.97% | 2.06% | 1.35% | 1.33% | 1.28% | 0.70% |
Monthly Dividends
The table displays the monthly dividend distributions for American Beacon Bridgeway Large Cap Value Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | $0.00 | $0.00 | $0.00 | ||||||||||
2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.34 |
2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.53 | $0.53 |
2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.56 | $0.56 |
2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.59 | $1.59 |
2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.54 | $0.54 |
2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.47 | $0.47 |
2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 | $0.39 |
2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.35 |
2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.29 |
2014 | $0.17 | $0.17 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the American Beacon Bridgeway Large Cap Value Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the American Beacon Bridgeway Large Cap Value Fund was 57.34%, occurring on Mar 9, 2009. Recovery took 952 trading sessions.
The current American Beacon Bridgeway Large Cap Value Fund drawdown is 15.47%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-57.34% | Jul 16, 2007 | 415 | Mar 9, 2009 | 952 | Dec 18, 2012 | 1367 |
-45.87% | Jan 29, 2018 | 541 | Mar 23, 2020 | 416 | Nov 12, 2021 | 957 |
-21.05% | Nov 15, 2021 | 217 | Sep 26, 2022 | 480 | Aug 23, 2024 | 697 |
-20.2% | Nov 27, 2024 | 29 | Jan 10, 2025 | — | — | — |
-17.77% | Jun 24, 2015 | 161 | Feb 11, 2016 | 126 | Aug 11, 2016 | 287 |
Volatility
Volatility Chart
The current American Beacon Bridgeway Large Cap Value Fund volatility is 2.62%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.