STMGX vs. RIPIX
STMGX (American Beacon Stephens Mid-Cap Growth Fund) and RIPIX (Royce International Premier Fund Institutional Class) are both Mid Cap Growth Equities funds. Over the past 5 years, STMGX returned 5.16%/yr vs -4.60%/yr for RIPIX. Their 0.63 correlation means they have sometimes moved together and sometimes differently. STMGX charges 1.14%/yr vs 1.04%/yr for RIPIX.
Performance
STMGX vs. RIPIX - Performance Comparison
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Returns By Period
In the year-to-date period, STMGX achieves a 10.09% return, which is significantly higher than RIPIX's 1.12% return.
STMGX
- 1D
- 0.68%
- 1M
- -2.32%
- 6M
- 9.02%
- YTD
- 10.09%
- 1Y
- 13.30%
- 3Y*
- 14.17%
- 5Y*
- 5.16%
- 10Y*
- 13.33%
- ALL TIME*
- 9.79%
RIPIX
- 1D
- -0.78%
- 1M
- -0.94%
- 6M
- 0.48%
- YTD
- 1.12%
- 1Y
- -3.41%
- 3Y*
- 2.13%
- 5Y*
- -4.60%
- 10Y*
- —
- ALL TIME*
- 2.09%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
STMGX vs. RIPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
STMGX American Beacon Stephens Mid-Cap Growth Fund | 10.09% | 12.98% | 13.16% | 25.22% | -28.31% | 12.29% | 39.82% | 31.31% | -9.03% |
RIPIX Royce International Premier Fund Institutional Class | 1.12% | 9.89% | -7.04% | 8.14% | -26.99% | 6.22% | 16.11% | 34.69% | -12.52% |
Correlation
The correlation between STMGX and RIPIX is 0.59, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.59 |
Correlation (3Y) Balances recent behavior with more history. | 0.57 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.64 |
Correlation (All Time) Calculated using the full available price history since May 18, 2018 | 0.63 |
The correlation between STMGX and RIPIX has been stable across timeframes, ranging from 0.57 to 0.64 - a consistent structural relationship.
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Return for Risk
STMGX vs. RIPIX — Risk / Return Rank
STMGX
RIPIX
STMGX vs. RIPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Beacon Stephens Mid-Cap Growth Fund (STMGX) and Royce International Premier Fund Institutional Class (RIPIX). 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 | RIPIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.93 | ||
| Sortino ratioReturn per unit of downside risk | +1.31 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 0.97 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.08 | -0.22 | +1.30 |
| Martin ratioReturn relative to average drawdown | 3.63 | -0.54 | +4.17 |
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Drawdowns
STMGX vs. RIPIX - Drawdown Comparison
The maximum STMGX drawdown since its inception was -57.58%, which is greater than RIPIX's maximum drawdown of -41.89%. Use the drawdown chart below to compare losses from any high point for STMGX and RIPIX.
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Drawdown Indicators
| STMGX | RIPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.58% | -41.89% | -15.69% |
Max Drawdown (1Y)Largest decline over 1 year | -10.84% | -15.33% | +4.49% |
Max Drawdown (3Y)Largest decline over 3 years | -22.50% | -17.28% | -5.22% |
Max Drawdown (5Y)Largest decline over 5 years | -36.59% | -41.89% | +5.30% |
Max Drawdown (10Y)Largest decline over 10 years | -36.59% | — | — |
Current DrawdownCurrent decline from peak | -3.20% | -25.47% | +22.27% |
Average DrawdownAverage peak-to-trough decline | -10.09% | -18.16% | +8.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 6.22% | -2.99% |
Volatility
STMGX vs. RIPIX - Volatility Comparison
The current volatility for American Beacon Stephens Mid-Cap Growth Fund (STMGX) is 3.84%, while Royce International Premier Fund Institutional Class (RIPIX) has a volatility of 4.63%. This indicates that STMGX experiences smaller price fluctuations and is considered to be less risky than RIPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STMGX | RIPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.84% | 4.63% | -0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 13.50% | 11.55% | +1.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.24% | 13.79% | +3.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.97% | 15.54% | +5.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.88% | 16.12% | +4.76% |
STMGX vs. RIPIX - Expense Ratio Comparison
STMGX has a 1.14% expense ratio, which is higher than RIPIX's 1.04% expense ratio.
Dividends
STMGX vs. RIPIX - Dividend Comparison
STMGX's dividend yield for the trailing twelve months is around 31.23%, more than RIPIX's 1.44% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RIPIX Royce International Premier Fund Institutional Class | 1.44% | 1.46% | 5.66% | 3.09% | 3.87% | 5.02% | 0.36% | 0.58% | 0.54% | 0.00% | 0.00% | 0.00% |
STMGX American Beacon Stephens Mid-Cap Growth Fund | 31.23% | 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 RIPIX have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RIPIX has higher volatility (4.63%) compared to STMGX (3.84%). In terms of maximum drawdown, STMGX dropped -57.58% vs RIPIX's -41.89%.
STMGX currently has the higher Sharpe Ratio (0.68 vs -0.24), 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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