TFBYX vs. AADEX
Compare and contrast key facts about American Beacon TwentyFour Sustainable Short Term Bond Fund (TFBYX) and American Beacon Large Cap Value Fund (AADEX).
TFBYX is managed by American Beacon. It was launched on Feb 18, 2020. AADEX is managed by American Beacon. It was launched on Jul 17, 1987.
Performance
TFBYX vs. AADEX - Performance Comparison
Loading graphics...
TFBYX vs. AADEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
TFBYX American Beacon TwentyFour Sustainable Short Term Bond Fund | -0.49% | 5.58% | 5.81% | 7.22% | -3.86% | 0.70% | 2.74% |
AADEX American Beacon Large Cap Value Fund | -2.12% | 14.65% | 15.37% | 13.51% | -5.40% | 28.07% | 2.85% |
Returns By Period
In the year-to-date period, TFBYX achieves a -0.49% return, which is significantly higher than AADEX's -2.12% return.
TFBYX
- 1D
- 0.11%
- 1M
- -1.49%
- YTD
- -0.49%
- 6M
- 0.69%
- 1Y
- 3.91%
- 3Y*
- 5.54%
- 5Y*
- 2.85%
- 10Y*
- —
AADEX
- 1D
- -0.15%
- 1M
- -6.59%
- YTD
- -2.12%
- 6M
- 0.91%
- 1Y
- 10.71%
- 3Y*
- 13.69%
- 5Y*
- 9.37%
- 10Y*
- 11.08%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TFBYX vs. AADEX - Expense Ratio Comparison
TFBYX has a 0.57% expense ratio, which is lower than AADEX's 0.63% expense ratio.
Return for Risk
TFBYX vs. AADEX — Risk / Return Rank
TFBYX
AADEX
TFBYX vs. AADEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Beacon TwentyFour Sustainable Short Term Bond Fund (TFBYX) and American Beacon Large Cap Value Fund (AADEX). 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.
| TFBYX | AADEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.54 | 0.69 | +1.85 |
Sortino ratioReturn per unit of downside risk | 3.61 | 1.07 | +2.54 |
Omega ratioGain probability vs. loss probability | 1.71 | 1.16 | +0.56 |
Calmar ratioReturn relative to maximum drawdown | 2.52 | 0.82 | +1.70 |
Martin ratioReturn relative to average drawdown | 11.89 | 3.52 | +8.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| TFBYX | AADEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.54 | 0.69 | +1.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.85 | 0.55 | +1.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.57 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.74 | 0.49 | +1.25 |
Correlation
The correlation between TFBYX and AADEX is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
TFBYX vs. AADEX - Dividend Comparison
TFBYX's dividend yield for the trailing twelve months is around 3.87%, less than AADEX's 12.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TFBYX American Beacon TwentyFour Sustainable Short Term Bond Fund | 3.87% | 3.84% | 3.79% | 3.73% | 12.53% | 3.07% | 2.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AADEX American Beacon Large Cap Value Fund | 12.24% | 11.98% | 12.61% | 5.28% | 11.80% | 11.20% | 14.65% | 9.93% | 10.39% | 10.73% | 2.97% | 11.85% |
Drawdowns
TFBYX vs. AADEX - Drawdown Comparison
The maximum TFBYX drawdown since its inception was -7.41%, smaller than the maximum AADEX drawdown of -59.56%. Use the drawdown chart below to compare losses from any high point for TFBYX and AADEX.
Loading graphics...
Drawdown Indicators
| TFBYX | AADEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.41% | -59.56% | +52.15% |
Max Drawdown (1Y)Largest decline over 1 year | -1.60% | -12.44% | +10.84% |
Max Drawdown (5Y)Largest decline over 5 years | -7.41% | -19.67% | +12.26% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.69% | — |
Current DrawdownCurrent decline from peak | -1.49% | -7.31% | +5.82% |
Average DrawdownAverage peak-to-trough decline | -1.17% | -8.06% | +6.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.34% | 2.90% | -2.56% |
Volatility
TFBYX vs. AADEX - Volatility Comparison
The current volatility for American Beacon TwentyFour Sustainable Short Term Bond Fund (TFBYX) is 0.95%, while American Beacon Large Cap Value Fund (AADEX) has a volatility of 3.59%. This indicates that TFBYX experiences smaller price fluctuations and is considered to be less risky than AADEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| TFBYX | AADEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.95% | 3.59% | -2.64% |
Volatility (6M)Calculated over the trailing 6-month period | 1.27% | 8.74% | -7.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.55% | 16.91% | -15.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.55% | 17.28% | -15.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.63% | 19.56% | -17.93% |