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American Beacon Shapiro Equity Opportunities Fund ...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US0245265196

CUSIP

024526519

Inception Date

Sep 12, 2017

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 above-average management fees.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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SHXPX vs. SPUS
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Performance

Performance Chart


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Returns By Period

American Beacon Shapiro Equity Opportunities Fund (SHXPX) returned -4.36% year-to-date (YTD) and -6.69% over the past 12 months.


SHXPX

YTD

-4.36%

1M

10.03%

6M

-10.29%

1Y

-6.69%

5Y*

9.55%

10Y*

N/A

^GSPC (Benchmark)

YTD

-3.77%

1M

7.44%

6M

-5.60%

1Y

8.37%

5Y*

14.12%

10Y*

10.46%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.63%-0.42%-5.56%-6.49%4.94%-4.36%
20240.08%3.21%7.47%-5.23%3.41%-1.83%4.65%-0.82%-0.07%-2.28%4.73%-6.77%5.69%
202313.42%-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%
20213.12%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%
201912.23%3.41%-1.10%4.08%-9.17%9.80%1.70%-6.94%3.30%1.19%4.06%1.14%24.06%
20183.54%-4.41%-3.01%3.88%2.43%2.74%4.62%0.25%1.19%-7.70%1.27%-15.19%-11.71%
20172.80%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.


The Risk-Adjusted Performance Rank of SHXPX is 88
Overall Rank
The Sharpe Ratio Rank of SHXPX is 99
Sharpe Ratio Rank
The Sortino Ratio Rank of SHXPX is 99
Sortino Ratio Rank
The Omega Ratio Rank of SHXPX is 1010
Omega Ratio Rank
The Calmar Ratio Rank of SHXPX is 99
Calmar Ratio Rank
The Martin Ratio Rank of SHXPX is 44
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

American Beacon Shapiro Equity Opportunities Fund Sharpe ratios as of May 11, 2025 (values are recalculated daily):

  • 1-Year: -0.31
  • 5-Year: 0.41
  • All Time: 0.18

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of American Beacon Shapiro Equity Opportunities Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

American Beacon Shapiro Equity Opportunities Fund provided a 0.56% dividend yield over the last twelve months, with an annual payout of $0.07 per share.


0.20%0.30%0.40%0.50%0.60%0.70%0.80%$0.00$0.02$0.04$0.06$0.08$0.1020172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017
Dividend$0.07$0.07$0.08$0.05$0.11$0.05$0.08$0.08$0.02

Dividend yield

0.56%0.54%0.63%0.42%0.68%0.35%0.73%0.80%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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$0.05$0.05
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.11$0.11
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.05$0.05
2019$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
2018$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
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 21.27%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-43.24%Sep 21, 2018377Mar 23, 2020162Nov 10, 2020539
-37.03%Nov 17, 2021489Oct 27, 2023
-11.65%Jan 29, 201844Apr 2, 201851Jun 13, 201895
-9.24%Jun 3, 202177Sep 21, 202134Nov 8, 2021111
-4.67%Jan 15, 202110Jan 29, 20216Feb 8, 202116

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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