STMGX vs. AVFIX
STMGX (American Beacon Stephens Mid-Cap Growth Fund) and AVFIX (American Beacon Small Cap Value Fund) are both mutual funds - STMGX is a Mid Cap Growth Equities fund managed by American Beacon, while AVFIX is a Small Cap Value Equities fund managed by American Beacon. Over the past 10 years, STMGX returned 14.17%/yr vs 11.02%/yr for AVFIX. Their correlation of 0.82 suggests significant overlap in exposure. STMGX charges 1.14%/yr vs 0.81%/yr for AVFIX.
Performance
STMGX vs. AVFIX - Performance Comparison
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Returns By Period
In the year-to-date period, STMGX achieves a 10.83% return, which is significantly lower than AVFIX's 24.84% return. Over the past 10 years, STMGX has outperformed AVFIX with an annualized return of 14.17%, while AVFIX has yielded a comparatively lower 11.02% annualized return.
STMGX
- 1D
- 0.04%
- 1M
- 4.11%
- YTD
- 10.83%
- 6M
- 9.00%
- 1Y
- 18.29%
- 3Y*
- 16.40%
- 5Y*
- 6.18%
- 10Y*
- 14.17%
AVFIX
- 1D
- 0.21%
- 1M
- 4.89%
- YTD
- 24.84%
- 6M
- 22.64%
- 1Y
- 40.00%
- 3Y*
- 17.32%
- 5Y*
- 9.66%
- 10Y*
- 11.02%
STMGX vs. AVFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STMGX American Beacon Stephens Mid-Cap Growth Fund | 10.83% | 12.98% | 13.16% | 25.22% | -28.31% | 12.29% | 39.82% | 31.31% | 1.71% | 27.97% |
AVFIX American Beacon Small Cap Value Fund | 24.84% | 4.91% | 7.48% | 16.76% | -8.03% | 28.32% | 4.05% | 23.52% | -15.78% | 8.74% |
Correlation
The correlation between STMGX and AVFIX is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.73 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.76 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.78 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.73 |
Correlation (All Time) Calculated using the full available price history since Feb 2, 2006 | 0.82 |
The correlation between STMGX and AVFIX has been stable across timeframes, ranging from 0.73 to 0.82 - a consistent structural relationship.
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Return for Risk
STMGX vs. AVFIX — Risk / Return Rank
STMGX
AVFIX
STMGX vs. AVFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Beacon Stephens Mid-Cap Growth Fund (STMGX) and American Beacon Small Cap Value Fund (AVFIX). 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.
| STMGX | AVFIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.09 | ||
| Sortino ratioReturn per unit of downside risk | -1.51 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.38 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.78 | 4.55 | -2.77 |
| Martin ratioReturn relative to average drawdown | 6.21 | 13.98 | -7.76 |
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Drawdowns
STMGX vs. AVFIX - Drawdown Comparison
The maximum STMGX drawdown since its inception was -57.58%, smaller than the maximum AVFIX drawdown of -61.40%. Use the drawdown chart below to compare losses from any high point for STMGX and AVFIX.
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Drawdown Indicators
| STMGX | AVFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.58% | -61.40% | +3.82% |
Max Drawdown (1Y)Largest decline over 1 year | -10.84% | -9.17% | -1.67% |
Max Drawdown (3Y)Largest decline over 3 years | -22.50% | -28.94% | +6.44% |
Max Drawdown (5Y)Largest decline over 5 years | -36.59% | -28.94% | -7.65% |
Max Drawdown (10Y)Largest decline over 10 years | -36.59% | -49.78% | +13.19% |
Current DrawdownCurrent decline from peak | -0.74% | -0.58% | -0.16% |
Average DrawdownAverage peak-to-trough decline | -10.13% | -9.19% | -0.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.11% | 2.98% | +0.13% |
Volatility
STMGX vs. AVFIX - Volatility Comparison
American Beacon Stephens Mid-Cap Growth Fund (STMGX) has a higher volatility of 6.38% compared to American Beacon Small Cap Value Fund (AVFIX) at 5.30%. This indicates that STMGX's price experiences larger fluctuations and is considered to be riskier than AVFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STMGX | AVFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.38% | 5.30% | +1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 13.49% | 12.76% | +0.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.05% | 18.79% | -1.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.94% | 22.46% | -1.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.94% | 24.55% | -3.61% |
STMGX vs. AVFIX - Expense Ratio Comparison
STMGX has a 1.14% expense ratio, which is higher than AVFIX's 0.81% expense ratio.
Dividends
STMGX vs. AVFIX - Dividend Comparison
STMGX's dividend yield for the trailing twelve months is around 31.02%, more than AVFIX's 8.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVFIX American Beacon Small Cap Value Fund | 8.57% | 10.70% | 8.67% | 4.91% | 17.72% | 11.86% | 0.88% | 1.84% | 15.05% | 9.66% | 3.04% | 6.00% |
STMGX American Beacon Stephens Mid-Cap Growth Fund | 31.02% | 34.38% | 4.86% | 0.00% | 3.42% | 7.49% | 1.45% | 3.60% | 9.39% | 5.40% | 6.65% | 5.62% |
Frequently Asked Questions
STMGX and AVFIX have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STMGX has higher volatility (6.38%) compared to AVFIX (5.30%). In terms of maximum drawdown, STMGX dropped -57.58% vs AVFIX's -61.40%.
AVFIX currently has the higher Sharpe Ratio (2.23 vs 1.14), 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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