AADBX vs. TFBYX
AADBX (American Beacon Balanced Fund) and TFBYX (American Beacon TwentyFour Sustainable Short Term Bond Fund) are both mutual funds - AADBX is a Diversified Portfolio fund managed by American Beacon, while TFBYX is a Short-Term Bond fund managed by American Beacon. Over the past 5 years, AADBX returned 6.85%/yr vs 3.02%/yr for TFBYX. At a 0.24 correlation, their price movements are largely independent. AADBX charges 0.72%/yr vs 0.57%/yr for TFBYX.
Performance
AADBX vs. TFBYX - Performance Comparison
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Returns By Period
In the year-to-date period, AADBX achieves a 4.63% return, which is significantly higher than TFBYX's 1.13% return.
AADBX
- 1D
- 0.00%
- 1M
- 0.52%
- YTD
- 4.63%
- 6M
- 4.28%
- 1Y
- 13.94%
- 3Y*
- 12.24%
- 5Y*
- 6.85%
- 10Y*
- 8.97%
TFBYX
- 1D
- 0.00%
- 1M
- 0.56%
- YTD
- 1.13%
- 6M
- 1.32%
- 1Y
- 3.95%
- 3Y*
- 5.91%
- 5Y*
- 3.02%
- 10Y*
- —
AADBX vs. TFBYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
AADBX American Beacon Balanced Fund | 4.63% | 11.65% | 10.54% | 12.35% | -7.55% | 16.73% | 6.16% |
TFBYX American Beacon TwentyFour Sustainable Short Term Bond Fund | 1.13% | 5.58% | 5.81% | 7.22% | -3.86% | 0.70% | 2.74% |
Correlation
The correlation between AADBX and TFBYX is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Feb 19, 2020 | 0.24 |
The correlation between AADBX and TFBYX shifts across timeframes, from 0.24 (all time) to 0.39 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
AADBX vs. TFBYX — Risk / Return Rank
AADBX
TFBYX
AADBX vs. TFBYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Beacon Balanced Fund (AADBX) and American Beacon TwentyFour Sustainable Short Term Bond Fund (TFBYX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AADBX | TFBYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.46 | ||
| Sortino ratioReturn per unit of downside risk | -0.83 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.57 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 2.62 | 2.56 | +0.06 |
| Martin ratioReturn relative to average drawdown | 9.02 | 8.67 | +0.35 |
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Drawdowns
AADBX vs. TFBYX - Drawdown Comparison
The maximum AADBX drawdown since its inception was -41.05%, which is greater than TFBYX's maximum drawdown of -7.41%. Use the drawdown chart below to compare losses from any high point for AADBX and TFBYX.
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Drawdown Indicators
| AADBX | TFBYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.05% | -7.41% | -33.64% |
Max Drawdown (1Y)Largest decline over 1 year | -5.50% | -1.60% | -3.90% |
Max Drawdown (3Y)Largest decline over 3 years | -12.70% | -1.60% | -11.10% |
Max Drawdown (5Y)Largest decline over 5 years | -17.79% | -7.41% | -10.38% |
Max Drawdown (10Y)Largest decline over 10 years | -28.13% | — | — |
Current DrawdownCurrent decline from peak | -1.64% | 0.00% | -1.64% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -1.15% | -3.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.59% | 0.47% | +1.12% |
Volatility
AADBX vs. TFBYX - Volatility Comparison
American Beacon Balanced Fund (AADBX) has a higher volatility of 2.70% compared to American Beacon TwentyFour Sustainable Short Term Bond Fund (TFBYX) at 0.53%. This indicates that AADBX's price experiences larger fluctuations and is considered to be riskier than TFBYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AADBX | TFBYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.70% | 0.53% | +2.17% |
Volatility (6M)Calculated over the trailing 6-month period | 6.11% | 1.65% | +4.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.35% | 1.87% | +6.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.60% | 1.63% | +9.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.43% | 1.68% | +10.75% |
AADBX vs. TFBYX - Expense Ratio Comparison
AADBX has a 0.72% expense ratio, which is higher than TFBYX's 0.57% expense ratio.
Dividends
AADBX vs. TFBYX - Dividend Comparison
AADBX's dividend yield for the trailing twelve months is around 8.36%, more than TFBYX's 3.77% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AADBX American Beacon Balanced Fund | 8.36% | 8.77% | 9.66% | 2.27% | 10.60% | 9.34% | 13.14% | 9.00% | 9.67% | 7.83% | 1.87% | 6.84% |
TFBYX American Beacon TwentyFour Sustainable Short Term Bond Fund | 3.77% | 3.84% | 3.79% | 3.73% | 12.53% | 3.07% | 2.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AADBX and TFBYX have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AADBX has higher volatility (2.70%) compared to TFBYX (0.53%). In terms of maximum drawdown, AADBX dropped -41.05% vs TFBYX's -7.41%.
TFBYX currently has the higher Sharpe Ratio (2.19 vs 1.73), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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