AHTPX vs. BRLVX
Compare and contrast key facts about American Beacon AHL TargetRisk Fund (AHTPX) and American Beacon Bridgeway Large Cap Value Fund (BRLVX).
AHTPX is managed by American Beacon. It was launched on Dec 30, 2018. BRLVX is managed by American Beacon. It was launched on Oct 31, 2003.
Performance
AHTPX vs. BRLVX - Performance Comparison
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AHTPX vs. BRLVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AHTPX American Beacon AHL TargetRisk Fund | 3.28% | 7.76% | 6.73% | 13.48% | -16.81% | 13.63% | 5.18% | 26.87% |
BRLVX American Beacon Bridgeway Large Cap Value Fund | -0.12% | 24.30% | 16.48% | 11.42% | -7.79% | 22.95% | -3.06% | 25.13% |
Returns By Period
In the year-to-date period, AHTPX achieves a 3.28% return, which is significantly higher than BRLVX's -0.12% return.
AHTPX
- 1D
- 0.36%
- 1M
- -6.92%
- YTD
- 3.28%
- 6M
- 8.45%
- 1Y
- 10.56%
- 3Y*
- 8.83%
- 5Y*
- 5.05%
- 10Y*
- —
BRLVX
- 1D
- -0.40%
- 1M
- -7.26%
- YTD
- -0.12%
- 6M
- 8.03%
- 1Y
- 22.97%
- 3Y*
- 16.82%
- 5Y*
- 10.35%
- 10Y*
- 9.69%
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AHTPX vs. BRLVX - Expense Ratio Comparison
AHTPX has a 1.41% expense ratio, which is higher than BRLVX's 0.75% expense ratio.
Return for Risk
AHTPX vs. BRLVX — Risk / Return Rank
AHTPX
BRLVX
AHTPX vs. BRLVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Beacon AHL TargetRisk Fund (AHTPX) and American Beacon Bridgeway Large Cap Value Fund (BRLVX). 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.
| AHTPX | BRLVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 1.41 | -0.52 |
Sortino ratioReturn per unit of downside risk | 1.15 | 1.97 | -0.82 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.29 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 1.85 | -0.89 |
Martin ratioReturn relative to average drawdown | 2.30 | 8.52 | -6.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AHTPX | BRLVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 1.41 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.55 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.49 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.48 | +0.37 |
Correlation
The correlation between AHTPX and BRLVX is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AHTPX vs. BRLVX - Dividend Comparison
AHTPX's dividend yield for the trailing twelve months is around 7.73%, less than BRLVX's 12.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AHTPX American Beacon AHL TargetRisk Fund | 7.73% | 7.98% | 4.80% | 3.63% | 5.07% | 18.73% | 0.54% | 4.51% | 0.00% | 0.00% | 0.00% | 0.00% |
BRLVX American Beacon Bridgeway Large Cap Value Fund | 12.64% | 12.63% | 18.01% | 12.03% | 4.88% | 9.69% | 10.64% | 4.23% | 9.41% | 5.80% | 1.42% | 3.71% |
Drawdowns
AHTPX vs. BRLVX - Drawdown Comparison
The maximum AHTPX drawdown since its inception was -19.23%, smaller than the maximum BRLVX drawdown of -55.94%. Use the drawdown chart below to compare losses from any high point for AHTPX and BRLVX.
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Drawdown Indicators
| AHTPX | BRLVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.23% | -55.94% | +36.71% |
Max Drawdown (1Y)Largest decline over 1 year | -9.94% | -12.02% | +2.08% |
Max Drawdown (5Y)Largest decline over 5 years | -19.23% | -23.02% | +3.79% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.13% | — |
Current DrawdownCurrent decline from peak | -6.92% | -7.49% | +0.57% |
Average DrawdownAverage peak-to-trough decline | -5.70% | -8.14% | +2.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.14% | 2.60% | +1.54% |
Volatility
AHTPX vs. BRLVX - Volatility Comparison
The current volatility for American Beacon AHL TargetRisk Fund (AHTPX) is 3.73%, while American Beacon Bridgeway Large Cap Value Fund (BRLVX) has a volatility of 4.37%. This indicates that AHTPX experiences smaller price fluctuations and is considered to be less risky than BRLVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AHTPX | BRLVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.73% | 4.37% | -0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 8.40% | 9.47% | -1.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.14% | 17.06% | -5.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.70% | 18.86% | -9.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.01% | 20.00% | -10.99% |