BRLVX vs. AADBX
Compare and contrast key facts about American Beacon Bridgeway Large Cap Value Fund (BRLVX) and American Beacon Balanced Fund (AADBX).
BRLVX is managed by American Beacon. It was launched on Oct 31, 2003. AADBX is managed by American Beacon. It was launched on Jul 16, 1987.
Performance
BRLVX vs. AADBX - Performance Comparison
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BRLVX vs. AADBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRLVX American Beacon Bridgeway Large Cap Value Fund | -0.12% | 24.30% | 16.48% | 11.42% | -7.79% | 22.95% | -3.06% | 25.13% | -13.40% | 15.89% |
AADBX American Beacon Balanced Fund | -2.01% | 11.65% | 10.54% | 12.35% | -7.55% | 16.73% | 6.30% | 22.57% | -8.11% | 12.54% |
Returns By Period
In the year-to-date period, BRLVX achieves a -0.12% return, which is significantly higher than AADBX's -2.01% return. Over the past 10 years, BRLVX has outperformed AADBX with an annualized return of 9.69%, while AADBX has yielded a comparatively lower 8.20% annualized return.
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%
AADBX
- 1D
- -0.07%
- 1M
- -4.94%
- YTD
- -2.01%
- 6M
- 0.27%
- 1Y
- 8.44%
- 3Y*
- 10.20%
- 5Y*
- 6.21%
- 10Y*
- 8.20%
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BRLVX vs. AADBX - Expense Ratio Comparison
BRLVX has a 0.75% expense ratio, which is higher than AADBX's 0.72% expense ratio.
Return for Risk
BRLVX vs. AADBX — Risk / Return Rank
BRLVX
AADBX
BRLVX vs. AADBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Beacon Bridgeway Large Cap Value Fund (BRLVX) and American Beacon Balanced Fund (AADBX). 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.
| BRLVX | AADBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 0.81 | +0.60 |
Sortino ratioReturn per unit of downside risk | 1.97 | 1.18 | +0.79 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.17 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.85 | 0.97 | +0.87 |
Martin ratioReturn relative to average drawdown | 8.52 | 3.91 | +4.61 |
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
| BRLVX | AADBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 0.81 | +0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.54 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.66 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.63 | -0.15 |
Correlation
The correlation between BRLVX and AADBX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BRLVX vs. AADBX - Dividend Comparison
BRLVX's dividend yield for the trailing twelve months is around 12.64%, more than AADBX's 8.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
AADBX American Beacon Balanced Fund | 8.95% | 8.77% | 9.66% | 2.27% | 10.60% | 9.34% | 13.14% | 9.00% | 9.67% | 7.83% | 1.87% | 6.84% |
Drawdowns
BRLVX vs. AADBX - Drawdown Comparison
The maximum BRLVX drawdown since its inception was -55.94%, which is greater than AADBX's maximum drawdown of -41.05%. Use the drawdown chart below to compare losses from any high point for BRLVX and AADBX.
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Drawdown Indicators
| BRLVX | AADBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.94% | -41.05% | -14.89% |
Max Drawdown (1Y)Largest decline over 1 year | -12.02% | -8.37% | -3.65% |
Max Drawdown (5Y)Largest decline over 5 years | -23.02% | -17.79% | -5.23% |
Max Drawdown (10Y)Largest decline over 10 years | -42.13% | -28.13% | -14.00% |
Current DrawdownCurrent decline from peak | -7.49% | -5.37% | -2.12% |
Average DrawdownAverage peak-to-trough decline | -8.14% | -4.77% | -3.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 2.09% | +0.51% |
Volatility
BRLVX vs. AADBX - Volatility Comparison
American Beacon Bridgeway Large Cap Value Fund (BRLVX) has a higher volatility of 4.37% compared to American Beacon Balanced Fund (AADBX) at 2.80%. This indicates that BRLVX's price experiences larger fluctuations and is considered to be riskier than AADBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRLVX | AADBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 2.80% | +1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 9.47% | 6.11% | +3.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.06% | 11.14% | +5.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.86% | 11.62% | +7.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.00% | 12.43% | +7.57% |