Financial Services
Regular-session price
Offline$30.82
+0.62% regular session
1Y Change
+7.01%
Window
Aug 25, 2025 โ Aug 21, 2026
Investment Snapshot
Valuation, growth, profitability, catalysts, and benchmark context.
1D
+0.6%
1M
+4.5%
6M
+9.6%
YTD
+13.4%
1Y
+7.0%
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
American Beacon Large Cap Value R5 (AADEX) is a fund with listed on NASDAQ. The fund last traded around $30.82 and up 7.0% across the supported 1Y price window (Aug 25, 2025 โ Aug 21, 2026). Baseline metrics include a 50-day average of $29.56, a 200-day average of $28.53. Stock Foundry combines AADEX price history, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Edge
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
Relative Read
AADEX is 12.03 pts behind over the shared 1Y window.
AADEX had 4.07 pts deeper max drawdown than SPY.
AADEX beat SPY in 1 of 1 calendar years shown and trailed in 0.
AADEX
+7.01%
Normalized return
SPY
+19.05%
S&P 500
Excess Return
-12.03 pts
Relative to SPY
AADEX Max Drawdown
-13.20%
1Y window
SPY Max Drawdown
-9.13%
1Y window
Uses exact shared daily observations for AADEX and SPY.
| Year | AADEX | SPY | Excess | Leader |
|---|---|---|---|---|
| 2026 | +13.35% | +11.96% | +1.40 pts | AADEX |
| 2025 | โ | โ | -- | -- |
Next Step
After the overview, the strongest next step is usually chart context or a tighter compare set.