ABCVX vs. AGEYX
ABCVX (American Beacon The London Company Income Equity Fund) and AGEYX (American Beacon Developing World Income Fund Class Y) are both mutual funds - ABCVX is a Large Cap Value Equities fund managed by American Beacon, while AGEYX is a Emerging Markets Bonds fund tracking the JPMorgan® EMBI Global Diversified Index. Over the past 10 years, ABCVX returned 10.10%/yr vs 7.90%/yr for AGEYX. Their 0.24 correlation means their historical movements had little consistent relationship. ABCVX charges 1.07%/yr vs 1.14%/yr for AGEYX.
Performance
ABCVX vs. AGEYX - Performance Comparison
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Returns By Period
In the year-to-date period, ABCVX achieves a 15.36% return, which is significantly higher than AGEYX's 7.93% return. Over the past 10 years, ABCVX has outperformed AGEYX with an annualized return of 10.10%, while AGEYX has yielded a comparatively lower 7.90% annualized return.
ABCVX
- 1D
- -0.04%
- 1M
- -1.19%
- 6M
- 10.45%
- YTD
- 15.36%
- 1Y
- 19.60%
- 3Y*
- 13.41%
- 5Y*
- 7.98%
- 10Y*
- 10.10%
- ALL TIME*
- 11.04%
AGEYX
- 1D
- 0.00%
- 1M
- 0.13%
- 6M
- 5.01%
- YTD
- 7.93%
- 1Y
- 17.67%
- 3Y*
- 15.43%
- 5Y*
- 8.27%
- 10Y*
- 7.90%
- ALL TIME*
- 6.89%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
ABCVX vs. AGEYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ABCVX American Beacon The London Company Income Equity Fund | 15.36% | 13.88% | 11.65% | 5.13% | -12.49% | 25.59% | 8.31% | 27.90% | -3.68% | 14.07% |
AGEYX American Beacon Developing World Income Fund Class Y | 7.93% | 19.15% | 15.85% | 13.10% | -12.62% | 6.91% | 2.54% | 13.49% | -3.42% | 15.26% |
Correlation
The correlation between ABCVX and AGEYX is 0.24, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.24 |
Correlation (3Y) Balances recent behavior with more history. | 0.24 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.27 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.25 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2015 | 0.24 |
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Return for Risk
ABCVX vs. AGEYX — Risk / Return Rank
ABCVX
AGEYX
ABCVX vs. AGEYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Beacon The London Company Income Equity Fund (ABCVX) and American Beacon Developing World Income Fund Class Y (AGEYX). 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.
| ABCVX | AGEYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.10 | ||
| Sortino ratioReturn per unit of downside risk | -5.52 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 2.28 | -0.99 |
| Calmar ratioReturn relative to maximum drawdown | 2.50 | 5.62 | -3.12 |
| Martin ratioReturn relative to average drawdown | 8.52 | 25.12 | -16.60 |
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Drawdowns
ABCVX vs. AGEYX - Drawdown Comparison
The maximum ABCVX drawdown since its inception was -33.29%, which is greater than AGEYX's maximum drawdown of -22.24%. Use the drawdown chart below to compare losses from any high point for ABCVX and AGEYX.
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Drawdown Indicators
| ABCVX | AGEYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.29% | -22.24% | -11.05% |
Max Drawdown (1Y)Largest decline over 1 year | -7.20% | -3.15% | -4.05% |
Max Drawdown (3Y)Largest decline over 3 years | -16.25% | -4.77% | -11.48% |
Max Drawdown (5Y)Largest decline over 5 years | -20.75% | -22.24% | +1.49% |
Max Drawdown (10Y)Largest decline over 10 years | -33.29% | -22.24% | -11.05% |
Current DrawdownCurrent decline from peak | -1.49% | -0.13% | -1.36% |
Average DrawdownAverage peak-to-trough decline | -3.98% | -3.50% | -0.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.11% | 0.70% | +1.41% |
Volatility
ABCVX vs. AGEYX - Volatility Comparison
American Beacon The London Company Income Equity Fund (ABCVX) has a higher volatility of 2.00% compared to American Beacon Developing World Income Fund Class Y (AGEYX) at 0.59%. This indicates that ABCVX's price experiences larger fluctuations and is considered to be riskier than AGEYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ABCVX | AGEYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.00% | 0.59% | +1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 8.48% | 2.93% | +5.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.94% | 3.73% | +7.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.31% | 5.17% | +10.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.83% | 4.97% | +11.86% |
ABCVX vs. AGEYX - Expense Ratio Comparison
ABCVX has a 1.07% expense ratio, which is lower than AGEYX's 1.14% expense ratio.
Dividends
ABCVX vs. AGEYX - Dividend Comparison
ABCVX's dividend yield for the trailing twelve months is around 14.61%, more than AGEYX's 9.87% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ABCVX American Beacon The London Company Income Equity Fund | 14.53% | 16.78% | 13.22% | 2.46% | 3.87% | 1.74% | 2.54% | 8.01% | 3.80% | 1.68% | 2.36% | 1.92% |
AGEYX American Beacon Developing World Income Fund Class Y | 9.01% | 9.99% | 12.16% | 9.64% | 7.50% | 7.90% | 7.34% | 8.61% | 9.88% | 7.30% | 8.43% | 7.03% |
Frequently Asked Questions
ABCVX and AGEYX have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ABCVX has higher volatility (2.00%) compared to AGEYX (0.59%). In terms of maximum drawdown, ABCVX dropped -33.29% vs AGEYX's -22.24%.
AGEYX currently has the higher Sharpe Ratio (4.75 vs 1.65), 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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