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American Beacon Shapiro SMID Cap Equity Fund (SHDPX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Aug 1, 2026

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.

Sharpe ratio is not yet available for SHDPX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares American Beacon Shapiro SMID Cap Equity Fund's Sharpe Ratio with other mutual funds in the Small Cap Value Equities category across multiple time periods, showing how SHDPX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Aug 1, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
AVALXAegis Value Fund Class I2.89
MMEYXVictory Integrity Discovery Fund2.74
RYSEXRoyce Special Equity Fund2.62
TASCXThird Avenue Small Cap Value Fund2.56
TASVXPGIM Quant Solutions Small-Cap Value Fund2.52
ICISXVY Columbia Small Cap Value II Portfolio2.47
TSLTXTransamerica Small Cap Value2.45
BSCMXBrandes Small Cap Value Fund2.44
SPSCXSterling Capital Behavioral Small Cap Value Equity Fund2.42
GSITXGoldman Sachs Small Cap Value Insights Fund2.34
SHDPXAmerican Beacon Shapiro SMID Cap Equity Fund—
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Time Period

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Historical Sharpe Ratio

The chart shows SHDPX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when SHDPX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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