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BRLGX vs. AHTPX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BRLGX vs. AHTPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Beacon Bridgeway Large Cap Growth Fund (BRLGX) and American Beacon AHL TargetRisk Fund (AHTPX). The values are adjusted to include any dividend payments, if applicable.

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BRLGX vs. AHTPX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
BRLGX
American Beacon Bridgeway Large Cap Growth Fund
-11.48%16.31%24.13%31.38%-25.39%22.04%34.57%30.27%
AHTPX
American Beacon AHL TargetRisk Fund
3.28%7.76%6.73%13.48%-16.81%13.63%5.18%26.87%

Returns By Period

In the year-to-date period, BRLGX achieves a -11.48% return, which is significantly lower than AHTPX's 3.28% return.


BRLGX

1D
-0.61%
1M
-7.71%
YTD
-11.48%
6M
-9.59%
1Y
11.46%
3Y*
15.47%
5Y*
8.44%
10Y*
13.08%

AHTPX

1D
0.36%
1M
-6.92%
YTD
3.28%
6M
8.45%
1Y
10.56%
3Y*
8.83%
5Y*
5.05%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BRLGX vs. AHTPX - Expense Ratio Comparison

BRLGX has a 0.80% expense ratio, which is lower than AHTPX's 1.41% expense ratio.


Return for Risk

BRLGX vs. AHTPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BRLGX
BRLGX Risk / Return Rank: 2020
Overall Rank
BRLGX Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
BRLGX Sortino Ratio Rank: 2222
Sortino Ratio Rank
BRLGX Omega Ratio Rank: 2020
Omega Ratio Rank
BRLGX Calmar Ratio Rank: 2020
Calmar Ratio Rank
BRLGX Martin Ratio Rank: 1919
Martin Ratio Rank

AHTPX
AHTPX Risk / Return Rank: 3636
Overall Rank
AHTPX Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
AHTPX Sortino Ratio Rank: 3535
Sortino Ratio Rank
AHTPX Omega Ratio Rank: 4343
Omega Ratio Rank
AHTPX Calmar Ratio Rank: 3636
Calmar Ratio Rank
AHTPX Martin Ratio Rank: 2222
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BRLGX vs. AHTPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Beacon Bridgeway Large Cap Growth Fund (BRLGX) and American Beacon AHL TargetRisk Fund (AHTPX). 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.


BRLGXAHTPXDifference

Sharpe ratio

Return per unit of total volatility

0.51

0.89

-0.38

Sortino ratio

Return per unit of downside risk

0.89

1.15

-0.27

Omega ratio

Gain probability vs. loss probability

1.12

1.18

-0.06

Calmar ratio

Return relative to maximum drawdown

0.58

0.96

-0.38

Martin ratio

Return relative to average drawdown

1.95

2.30

-0.36

BRLGX vs. AHTPX - Sharpe Ratio Comparison

The current BRLGX Sharpe Ratio is 0.51, which is lower than the AHTPX Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of BRLGX and AHTPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BRLGXAHTPXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.51

0.89

-0.38

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.38

0.52

-0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

0.85

-0.38

Correlation

The correlation between BRLGX and AHTPX is 0.50, 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

BRLGX vs. AHTPX - Dividend Comparison

BRLGX's dividend yield for the trailing twelve months is around 11.42%, more than AHTPX's 7.73% yield.


TTM2025202420232022202120202019201820172016
BRLGX
American Beacon Bridgeway Large Cap Growth Fund
11.42%10.11%14.74%0.76%17.14%19.83%10.72%10.33%10.87%4.20%0.64%
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%

Drawdowns

BRLGX vs. AHTPX - Drawdown Comparison

The maximum BRLGX drawdown since its inception was -55.32%, which is greater than AHTPX's maximum drawdown of -19.23%. Use the drawdown chart below to compare losses from any high point for BRLGX and AHTPX.


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Drawdown Indicators


BRLGXAHTPXDifference

Max Drawdown

Largest peak-to-trough decline

-55.32%

-19.23%

-36.09%

Max Drawdown (1Y)

Largest decline over 1 year

-14.64%

-9.94%

-4.70%

Max Drawdown (5Y)

Largest decline over 5 years

-32.58%

-19.23%

-13.35%

Max Drawdown (10Y)

Largest decline over 10 years

-34.79%

Current Drawdown

Current decline from peak

-14.64%

-6.92%

-7.72%

Average Drawdown

Average peak-to-trough decline

-9.24%

-5.70%

-3.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.37%

4.14%

+0.23%

Volatility

BRLGX vs. AHTPX - Volatility Comparison

American Beacon Bridgeway Large Cap Growth Fund (BRLGX) has a higher volatility of 5.54% compared to American Beacon AHL TargetRisk Fund (AHTPX) at 3.73%. This indicates that BRLGX's price experiences larger fluctuations and is considered to be riskier than AHTPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BRLGXAHTPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.54%

3.73%

+1.81%

Volatility (6M)

Calculated over the trailing 6-month period

12.52%

8.40%

+4.12%

Volatility (1Y)

Calculated over the trailing 1-year period

22.46%

11.14%

+11.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.49%

9.70%

+12.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.80%

9.01%

+12.79%