AMERICAN BEACON Competition
| AVFIX Fund | USD 25.01 -0.01 -0.04% |
Correlation: AMERICAN BEACON vs SENTINEL COMMON Overview
Good diversification
For the present investment horizon, the measured correlation between AVFIX and SICWX stands at -0.05, or Good diversification. The cleaner interpretation is to review correlation beside volatility, expected return, and the role each holding plays in the portfolio.
Moving together with AMERICAN Mutual Fund
The mean reversion principle applied to AMERICAN BEACON's suggests that neither prolonged outperformance nor underperformance is permanent. Investors exploit this by positioning against extremes in price relative to fundamental value.
AMERICAN BEACON Competition Correlation Matrix
Correlation analysis between American Beacon Small and its competitors helps investors understand whether diversification is real or only superficial inside the same peer group. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between AMERICAN Mutual Fund performing well and AMERICAN BEACON Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze AMERICAN BEACON's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| ABSYX | 0.81 | 0.10 | 0.09 | 0.07 | 0.99 | 1.75 | 5.35 | |||
| AVPAX | 0.81 | 0.10 | 0.09 | 0.07 | 1.00 | 1.74 | 5.39 | |||
| AAGPX | 0.58 | 0.03 | 0.04 | 0.03 | 0.71 | 1.36 | 3.31 | |||
| SEFCX | 0.84 | 0.33 | 0.33 | 0.62 | 0.58 | 1.43 | 17.52 | |||
| FRVLX | 0.80 | 0.12 | 0.13 | 9.28 | 0.83 | 1.90 | 5.75 | |||
| HIINX | 0.62 | 0.07 | 0.06 | 0.08 | 1.01 | 1.46 | 5.18 | |||
| TILCX | 0.69 | 0.26 | 0.35 | 0.35 | 0.31 | 1.40 | 13.54 | |||
| JMVIX | 0.60 | 0.10 | 0.11 | 0.10 | 0.68 | 1.28 | 3.95 | |||
| JDPAX | 0.61 | 0.10 | 0.13 | -1.44 | 0.69 | 1.28 | 3.95 | |||
| SICWX | 0.58 | -0.01 | 0.00 | -0.03 | 0.00 | 1.02 | 3.27 |
AMERICAN BEACON Competitive Analysis
Investors who closely follow AMERICAN BEACON should also examine its competitive environment to provide context for its financials. AMERICAN BEACON's performance relative to peers often reveals whether its results are driven by company-specific factors or broader industry trends.| Better Than Average | Worse Than Peers | View Performance Chart |
AMERICAN BEACON Peer Performance Charts
How to Analyze AMERICAN BEACON Against Peers
AMERICAN BEACON's peer analysis compares AMERICAN BEACON with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:- Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
- Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
- Check valuation dispersion: Review whether AMERICAN BEACON trades at a premium or discount versus peers and why.
- Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
- Document the thesis: Record where AMERICAN BEACON leads or lags and what catalysts could close or widen the gap.