AADBX
Price:
$15.85
Market Cap:
$109.83M
The investment seeks income and capital appreciation. Under normal circumstances, between 50% and 70% of the fund's total assets are invested in equity securities and between 30% and 50% of the fund's total assets are invested in debt securities. The fund’s equity investments may include common stocks, preferred stocks, convertible securities, income deposit securities, income trusts, initial public offerings (“IPOs”), master limited partnerships (“MLPs”), REITs, depositary receipts, which may include ADRs and GDRs, and U.S. dollar-denominated foreign stocks traded on U.S. exchanges.
Industry
Asset Management
IPO Date
1996-06-20
Stock Exchange
NASDAQ
Ticker
AADBX
According to American Beacon Balanced Fund R5 Class’s latest financial reports and current stock price. The company's current ROE is 0.64%. This represents a change of 302.13% compared to the average of 0.16% of the last 4 quarters.
The mean historical ROE of American Beacon Balanced Fund R5 Class over the last ten years is 10.47%. The current 0.64% ROE has changed -93.84% with respect to the historical average. Over the past ten years (40 quarters), AADBX's ROE was at its highest in in the December 2018 quarter at 57.26%. The ROE was at its lowest in in the June 2021 quarter at -12.01%.
Average
10.47%
Median
-1.25%
Minimum
-8.51%
Maximum
66.89%
Discovering the peaks and valleys of American Beacon Balanced Fund R5 Class ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 4.27%
Maximum Annual ROE = 66.89%
Minimum Annual Increase = -886.16%
Minimum Annual ROE = -8.51%
| Year | ROE | Change |
|---|---|---|
| 2023 | 0.64% | -98.94% |
| 2022 | 60.86% | 4.27% |
| 2021 | 1.39% | -63.45% |
| 2020 | 3.81% | -157.23% |
| 2019 | -6.66% | -109.96% |
| 2018 | 66.89% | -886.16% |
| 2017 | -8.51% | 170.62% |
| 2016 | -3.14% | -5.06% |
| 2015 | -3.31% | -54.58% |
| 2014 | -7.29% | -72.46% |
The current ROE of American Beacon Balanced Fund R5 Class (AADBX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
20.96%
5-year avg
12.01%
10-year avg
10.47%
American Beacon Balanced Fund R5 Class’s ROE is greater than SEI Asset Allocation Trust Aggressive Strategy Fund Class I (0%), greater than SEI Asset Allocation Trust Aggressive Strategy Fund (0%), greater than T. Rowe Price Africa & Middle East (0%), less than Allspring Global Small Cap Fund Class C (0%), greater than Allspring Global Small Cap Fund Class A (0%), greater than Goldman Sachs Global Infrastructure Fund Class A (0%), less than AMG TimesSquare Small Cap Growth Fund Class N (0%), greater than TCW Relative Value Mid Cap Fund Class N (-27.13%), less than Tidal Trust III Intech S&P Large Cap Diversified Alpha ETF (0%), greater than AMG Veritas Asia Pacific Fund Class N (0%),
| Company | ROE | Market cap |
|---|---|---|
| 0% | $106.72M | |
| 0% | $106.84M | |
| 0% | $107.33M | |
| 0% | $117.14M | |
| 0% | $117.13M | |
| 0% | $102.29M | |
| 0% | $114.20M | |
| -27.13% | $101.94M | |
| 0% | $115.14M | |
| 0% | $100.94M |
One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like American Beacon Balanced Fund R5 Class using the financials and key metrics that matter to you in a single view.
The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:
Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.
Get your free trial here.
The easiest way to analyze a company like American Beacon Balanced Fund R5 Class or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.
Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.
Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.
What is the ROE?
How can you use the ROE?
What is American Beacon Balanced Fund R5 Class's ROE?
How is the ROE calculated for American Beacon Balanced Fund R5 Class (AADBX)?
What is the highest ROE for American Beacon Balanced Fund R5 Class (AADBX)?
What is the 3-year average ROE for American Beacon Balanced Fund R5 Class (AADBX)?
What is the 5-year average ROE for American Beacon Balanced Fund R5 Class (AADBX)?
How does the current ROE for American Beacon Balanced Fund R5 Class (AADBX) compare to its historical average?