American Beacon Shapiro Equity Opportunities Fund (SHXPX)
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. It will invest primarily in U.S. common stocks. The fund seeks to achieve its investment objective by investing primarily in the common stock of companies that the fund's investment sub-advisor believes are priced below intrinsic value. It is non-diversified.
Fund Info
US0245265196
024526519
Sep 12, 2017
$2,500
Large-Cap
Value
Expense Ratio
SHXPX has a high expense ratio of 1.21%, 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 Equity Opportunities Fund (SHXPX) returned -0.51% year-to-date (YTD) and -0.40% over the past 12 months.
SHXPX
-0.51%
8.39%
-7.00%
-0.40%
-1.34%
8.64%
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 SHXPX, 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 | 3.63% | -0.42% | -5.56% | -6.49% | 9.17% | -0.51% | |||||||
| 2024 | 0.08% | 3.21% | 7.47% | -5.23% | 3.41% | -1.83% | 4.65% | -0.82% | -0.07% | -2.28% | 4.73% | -6.77% | 5.69% |
| 2023 | 13.42% | -4.22% | -1.49% | -0.56% | -5.06% | 5.25% | 3.22% | -3.97% | -4.95% | -7.51% | 10.24% | 10.24% | 12.59% |
| 2022 | -2.56% | 0.33% | -1.24% | -5.96% | 1.62% | -11.70% | 7.92% | -3.92% | -12.63% | 11.26% | 6.77% | -14.39% | -24.95% |
| 2021 | 3.12% | 5.90% | 6.80% | 2.48% | 3.97% | -1.07% | -3.50% | -0.06% | -3.01% | 3.42% | -0.94% | -0.74% | 16.95% |
| 2020 | -5.53% | -10.60% | -22.70% | 15.34% | 6.42% | 0.76% | 7.27% | 10.17% | -2.62% | 0.93% | 17.77% | 5.69% | 16.73% |
| 2019 | 12.23% | 3.41% | -1.10% | 4.08% | -9.17% | 9.80% | 1.70% | -6.94% | 3.30% | 1.19% | 4.06% | 1.14% | 24.06% |
| 2018 | 3.54% | -4.41% | -3.01% | 3.88% | 2.43% | 2.74% | 4.62% | 0.25% | 1.19% | -7.70% | 1.27% | -15.19% | -11.71% |
| 2017 | 2.80% | 0.49% | 1.45% | 2.55% | 7.47% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SHXPX is 8, meaning it’s performing worse than 92% 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 Equity Opportunities Fund (SHXPX) 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 Equity Opportunities Fund provided a 0.54% dividend yield over the last twelve months, with an annual payout of $0.07 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.07 | $0.07 | $0.08 | $0.98 | $1.03 | $0.28 | $0.59 | $0.28 | $0.02 |
Dividend yield | 0.54% | 0.54% | 0.63% | 8.35% | 6.58% | 2.04% | 5.11% | 3.02% | 0.16% |
Monthly Dividends
The table displays the monthly dividend distributions for American Beacon Shapiro Equity Opportunities 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 | $0.07 | $0.07 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.98 | $0.98 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.03 | $1.03 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.28 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.59 | $0.59 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.28 |
| 2017 | $0.02 | $0.02 |
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 Equity Opportunities 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 Equity Opportunities Fund was 43.24%, occurring on Mar 23, 2020. Recovery took 162 trading sessions.
The current American Beacon Shapiro Equity Opportunities Fund drawdown is 18.09%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.24% | Sep 21, 2018 | 377 | Mar 23, 2020 | 162 | Nov 10, 2020 | 539 |
| -37.03% | Nov 17, 2021 | 489 | Oct 27, 2023 | — | — | — |
| -11.65% | Jan 29, 2018 | 44 | Apr 2, 2018 | 51 | Jun 13, 2018 | 95 |
| -9.24% | Jun 3, 2021 | 77 | Sep 21, 2021 | 34 | Nov 8, 2021 | 111 |
| -4.67% | Jan 15, 2021 | 10 | Jan 29, 2021 | 6 | Feb 8, 2021 | 16 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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