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BRLGX vs. TIVFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BRLGX vs. TIVFX - 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 Tocqueville International Value Fund (TIVFX). The values are adjusted to include any dividend payments, if applicable.

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BRLGX vs. TIVFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BRLGX
American Beacon Bridgeway Large Cap Growth Fund
-8.20%16.31%24.13%31.38%-25.39%22.04%34.57%30.27%-6.18%27.19%
TIVFX
American Beacon Tocqueville International Value Fund
12.18%36.15%3.73%15.43%-20.57%7.53%12.61%19.38%-19.87%24.18%

Returns By Period

In the year-to-date period, BRLGX achieves a -8.20% return, which is significantly lower than TIVFX's 12.18% return. Over the past 10 years, BRLGX has outperformed TIVFX with an annualized return of 13.49%, while TIVFX has yielded a comparatively lower 8.08% annualized return.


BRLGX

1D
3.71%
1M
-4.29%
YTD
-8.20%
6M
-6.81%
1Y
14.92%
3Y*
16.88%
5Y*
8.86%
10Y*
13.49%

TIVFX

1D
1.65%
1M
-9.76%
YTD
12.18%
6M
16.65%
1Y
59.68%
3Y*
19.06%
5Y*
8.08%
10Y*
8.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BRLGX vs. TIVFX - Expense Ratio Comparison

BRLGX has a 0.80% expense ratio, which is lower than TIVFX's 1.20% expense ratio.


Return for Risk

BRLGX vs. TIVFX — Risk / Return Rank

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

BRLGX
BRLGX Risk / Return Rank: 2828
Overall Rank
BRLGX Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
BRLGX Sortino Ratio Rank: 2828
Sortino Ratio Rank
BRLGX Omega Ratio Rank: 2525
Omega Ratio Rank
BRLGX Calmar Ratio Rank: 3434
Calmar Ratio Rank
BRLGX Martin Ratio Rank: 2828
Martin Ratio Rank

TIVFX
TIVFX Risk / Return Rank: 9797
Overall Rank
TIVFX Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
TIVFX Sortino Ratio Rank: 9696
Sortino Ratio Rank
TIVFX Omega Ratio Rank: 9696
Omega Ratio Rank
TIVFX Calmar Ratio Rank: 9898
Calmar Ratio Rank
TIVFX Martin Ratio Rank: 9797
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. TIVFX - 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 Tocqueville International Value Fund (TIVFX). 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.


BRLGXTIVFXDifference

Sharpe ratio

Return per unit of total volatility

0.69

3.12

-2.43

Sortino ratio

Return per unit of downside risk

1.14

3.55

-2.42

Omega ratio

Gain probability vs. loss probability

1.16

1.55

-0.40

Calmar ratio

Return relative to maximum drawdown

1.06

4.44

-3.38

Martin ratio

Return relative to average drawdown

3.51

17.93

-14.42

BRLGX vs. TIVFX - Sharpe Ratio Comparison

The current BRLGX Sharpe Ratio is 0.69, which is lower than the TIVFX Sharpe Ratio of 3.12. The chart below compares the historical Sharpe Ratios of BRLGX and TIVFX, 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


BRLGXTIVFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.69

3.12

-2.43

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.40

0.45

-0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.62

0.47

+0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.37

+0.10

Correlation

The correlation between BRLGX and TIVFX is 0.65, 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. TIVFX - Dividend Comparison

BRLGX's dividend yield for the trailing twelve months is around 11.01%, more than TIVFX's 7.86% yield.


TTM20252024202320222021202020192018201720162015
BRLGX
American Beacon Bridgeway Large Cap Growth Fund
11.01%10.11%14.74%0.76%17.14%19.83%10.72%10.33%10.87%4.20%0.64%0.00%
TIVFX
American Beacon Tocqueville International Value Fund
7.86%8.82%10.23%1.66%1.39%3.65%0.34%1.69%1.37%1.28%1.57%3.01%

Drawdowns

BRLGX vs. TIVFX - Drawdown Comparison

The maximum BRLGX drawdown since its inception was -55.32%, roughly equal to the maximum TIVFX drawdown of -54.21%. Use the drawdown chart below to compare losses from any high point for BRLGX and TIVFX.


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Drawdown Indicators


BRLGXTIVFXDifference

Max Drawdown

Largest peak-to-trough decline

-55.32%

-54.21%

-1.11%

Max Drawdown (1Y)

Largest decline over 1 year

-14.64%

-13.21%

-1.43%

Max Drawdown (5Y)

Largest decline over 5 years

-32.58%

-36.31%

+3.73%

Max Drawdown (10Y)

Largest decline over 10 years

-34.79%

-41.51%

+6.72%

Current Drawdown

Current decline from peak

-11.47%

-10.23%

-1.24%

Average Drawdown

Average peak-to-trough decline

-9.24%

-13.45%

+4.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.43%

3.27%

+1.16%

Volatility

BRLGX vs. TIVFX - Volatility Comparison

The current volatility for American Beacon Bridgeway Large Cap Growth Fund (BRLGX) is 6.84%, while American Beacon Tocqueville International Value Fund (TIVFX) has a volatility of 7.93%. This indicates that BRLGX experiences smaller price fluctuations and is considered to be less risky than TIVFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BRLGXTIVFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.84%

7.93%

-1.09%

Volatility (6M)

Calculated over the trailing 6-month period

13.05%

14.06%

-1.01%

Volatility (1Y)

Calculated over the trailing 1-year period

22.71%

19.68%

+3.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.54%

18.21%

+4.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.83%

17.40%

+4.43%