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
ISIN | US0245265196 |
---|---|
CUSIP | 024526519 |
Issuer | American Beacon |
Inception Date | Sep 12, 2017 |
Category | Large Cap Value Equities |
Min. Investment | $2,500 |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Value |
Expense Ratio
SHXPX has a high expense ratio of 1.21%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in American Beacon Shapiro Equity Opportunities Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
American Beacon Shapiro Equity Opportunities Fund had a return of 5.19% year-to-date (YTD) and 11.76% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 5.19% | 5.57% |
1 month | -5.23% | -4.16% |
6 months | 27.84% | 20.07% |
1 year | 11.76% | 20.82% |
5 years (annualized) | 9.26% | 11.56% |
10 years (annualized) | N/A | 10.37% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.08% | 3.21% | 7.47% | |||||||||
2023 | -7.51% | 10.24% | 10.24% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SHXPX is 31, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
American Beacon Shapiro Equity Opportunities Fund(SHXPX)
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.
Dividends
Dividend History
American Beacon Shapiro Equity Opportunities Fund granted a 0.60% dividend yield in the last twelve months. The annual payout for that period amounted to $0.08 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
---|---|---|---|---|---|---|---|---|
Dividend | $0.08 | $0.08 | $0.98 | $1.03 | $0.27 | $0.59 | $0.28 | $0.02 |
Dividend yield | 0.60% | 0.63% | 8.35% | 6.58% | 2.04% | 5.11% | 3.01% | 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | $0.00 | |||||||||
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 |
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 |
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 |
2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 |
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 |
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 |
2017 | $0.02 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 41.98%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.
The current American Beacon Shapiro Equity Opportunities Fund drawdown is 7.16%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-41.98% | Jan 17, 2020 | 45 | Mar 23, 2020 | 161 | Nov 9, 2020 | 206 |
-28.65% | Jan 5, 2022 | 456 | Oct 27, 2023 | — | — | — |
-25.7% | Sep 21, 2018 | 65 | Dec 24, 2018 | 244 | Dec 12, 2019 | 309 |
-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 |
Volatility
Volatility Chart
The current American Beacon Shapiro Equity Opportunities Fund volatility is 4.80%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.