American Beacon Shapiro SMID Cap Equity Fund (SHDPX)
The investment seeks long-term capital appreciation and current income. Under normal circumstances, at least 80% of the fund's net assets (plus the amount of any borrowings for investment purposes) are invested in equity securities of small- and mid-capitalization companies. It will invest primarily in U.S. common stocks. Although the fund will invest principally in small- and mid-capitalization companies, it may invest in companies of all market capitalizations, including large-capitalization companies.
Fund Info
US0245264694
024526469
Sep 12, 2017
$2,500
Small-Cap
Value
Expense Ratio
SHDPX has a high expense ratio of 2.31%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
American Beacon Shapiro SMID Cap Equity Fund (SHDPX) returned -13.58% year-to-date (YTD) and -11.61% over the past 12 months.
SHDPX
-13.58%
6.94%
-19.45%
-11.61%
-3.03%
8.95%
N/A
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of SHDPX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -0.10% | -7.19% | -7.54% | -6.54% | 7.86% | -13.58% | |||||||
| 2024 | -2.22% | 1.33% | 4.02% | -7.19% | 3.97% | -2.24% | 7.24% | -3.11% | 0.46% | -1.73% | 6.31% | -7.19% | -1.61% |
| 2023 | 11.97% | -3.68% | -1.39% | -1.14% | -4.36% | 7.91% | 3.28% | -7.26% | -6.03% | -8.52% | 9.11% | 12.18% | 9.35% |
| 2022 | -4.55% | 3.47% | -0.92% | -6.09% | -0.72% | -7.98% | 8.08% | -2.55% | -9.35% | 10.84% | 6.98% | -5.00% | -9.72% |
| 2021 | 7.55% | 5.81% | 3.69% | 3.48% | 4.12% | -1.17% | -3.49% | 0.85% | -1.14% | 2.70% | -2.10% | 5.09% | 27.72% |
| 2020 | -5.68% | -8.98% | -27.44% | 16.42% | 8.12% | -0.79% | 5.18% | 5.81% | -3.94% | 1.62% | 19.56% | 11.11% | 12.26% |
| 2019 | 13.97% | 3.31% | -2.48% | 4.44% | -10.44% | 9.16% | 0.21% | -7.76% | 7.29% | -0.21% | 1.67% | 6.83% | 26.04% |
| 2018 | 2.31% | -5.06% | -2.85% | 5.58% | 1.39% | 3.93% | 1.76% | -0.52% | 1.30% | -13.30% | 0.89% | -11.76% | -16.89% |
| 2017 | 3.70% | 0.39% | 1.34% | 2.56% | 8.20% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SHDPX is 1, meaning it’s performing worse than 99% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for American Beacon Shapiro SMID Cap Equity Fund (SHDPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
American Beacon Shapiro SMID Cap Equity Fund provided a 5.22% dividend yield over the last twelve months, with an annual payout of $0.46 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.46 | $0.46 | $0.87 | $0.23 | $1.57 | $0.13 | $0.68 | $0.75 |
Dividend yield | 5.22% | 4.51% | 8.03% | 2.10% | 12.98% | 1.21% | 7.04% | 9.13% |
Monthly Dividends
The table displays the monthly dividend distributions for American Beacon Shapiro SMID Cap Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.46 | $0.46 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.87 | $0.87 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.23 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.57 | $1.57 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 | $0.68 |
| 2018 | $0.75 | $0.75 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the American Beacon Shapiro SMID Cap Equity Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the American Beacon Shapiro SMID Cap Equity Fund was 45.35%, occurring on Mar 23, 2020. Recovery took 172 trading sessions.
The current American Beacon Shapiro SMID Cap Equity Fund drawdown is 20.63%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.35% | Jul 27, 2018 | 416 | Mar 23, 2020 | 172 | Nov 24, 2020 | 588 |
| -32.74% | Dec 3, 2024 | 86 | Apr 8, 2025 | — | — | — |
| -23.97% | Nov 16, 2021 | 490 | Oct 27, 2023 | 271 | Nov 25, 2024 | 761 |
| -11.49% | Jan 29, 2018 | 44 | Apr 2, 2018 | 46 | Jun 6, 2018 | 90 |
| -9.28% | Jun 2, 2021 | 33 | Jul 19, 2021 | 78 | Nov 5, 2021 | 111 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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