Sortino 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 Sortino 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 Jul 14, 2026.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| BSCMX | Brandes Small Cap Value Fund | 3.27 | |||
| MMEYX | Victory Integrity Discovery Fund | 3.26 | |||
| ICISX | VY Columbia Small Cap Value II Portfolio | 3.25 | |||
| TSLTX | Transamerica Small Cap Value | 3.24 | |||
| AVALX | Aegis Value Fund | 3.23 | |||
| WSCVX | Walthausen Small Cap Value Fund | 3.19 | |||
| TASCX | Third Avenue Small Cap Value Fund | 3.18 | |||
| ADKSX | Adirondack Small Cap Fund | 3.11 | |||
| HRTVX | Heartland Value Fund | 3.11 | |||
| TASVX | PGIM Quant Solutions Small-Cap Value Fund | 3.09 | |||
| SHDPX | American Beacon Shapiro SMID Cap Equity Fund | — |
Historical Sortino Ratio
The chart shows SHDPX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. 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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