CAMOX vs. SHXPX

Last updated Jun 23, 2026

CAMOX (Cambiar Opportunity Portfolio) and SHXPX (American Beacon Shapiro Equity Opportunities Fund) are both Large Cap Value Equities funds. At a correlation of -0.24, they often move in opposite directions. CAMOX charges 0.85%/yr vs 1.21%/yr for SHXPX.

Performance

CAMOX vs. SHXPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cambiar Opportunity Portfolio (CAMOX) and American Beacon Shapiro Equity Opportunities Fund (SHXPX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

CAMOX

• 1D: 0.60%
• 1M: 1.03%
• YTD: 12.17%
• 6M: 11.24%
• 1Y: 26.04%
• 3Y*: 16.40%
• 5Y*: 10.61%
• 10Y*: 12.83%

SHXPX

• 1D: 0.00%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CAMOX vs. SHXPX - Yearly Performance Comparison

	2026 (YTD)
CAMOX Cambiar Opportunity Portfolio	0.21%
SHXPX American Beacon Shapiro Equity Opportunities Fund	0.52%

Correlation

The correlation between CAMOX and SHXPX is -0.24, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 28, 2026	-0.24

Return for Risk

CAMOX vs. SHXPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CAMOX

CAMOX Risk / Return Rank: 54
CAMOX Sharpe Ratio Rank: 58
CAMOX Sortino Ratio Rank: 62
CAMOX Omega Ratio Rank: 52
CAMOX Calmar Ratio Rank: 49
CAMOX Martin Ratio Rank: 52

SHXPX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CAMOX vs. SHXPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cambiar Opportunity Portfolio (CAMOX) and American Beacon Shapiro Equity Opportunities Fund (SHXPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	CAMOX	SHXPX	Difference
Sharpe ratio: Return per unit of total volatility	2.07	—	—
Sortino ratio: Return per unit of downside risk	3.00	—	—
Omega ratio: Gain probability vs. loss probability	1.37	—	—
Calmar ratio: Return relative to maximum drawdown	2.54	—	—
Martin ratio: Return relative to average drawdown	10.07	—	—

Drawdowns

CAMOX vs. SHXPX - Drawdown Comparison

The maximum CAMOX drawdown since its inception was -59.14%, which is greater than SHXPX's maximum drawdown of -0.13%. Use the drawdown chart below to compare losses from any high point for CAMOX and SHXPX.

Drawdown Indicators

	CAMOX	SHXPX	Difference
Max Drawdown Largest peak-to-trough decline	-59.14%	-0.13%	-59.01%
Max Drawdown (1Y) Largest decline over 1 year	-10.29%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-14.99%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-18.61%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-34.18%	—	—
Current Drawdown Current decline from peak	-1.42%	0.00%	-1.42%
Average Drawdown Average peak-to-trough decline	-8.09%	-0.01%	-8.08%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.59%	—	—

Volatility

Volatility by Period

	CAMOX	SHXPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.16%	—	—
Volatility (6M) Calculated over the trailing 6-month period	9.85%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	12.67%	1.45%	+11.22%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.53%	1.45%	+14.08%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.67%	1.45%	+16.22%

CAMOX vs. SHXPX - Expense Ratio Comparison

CAMOX has a 0.85% expense ratio, which is lower than SHXPX's 1.21% expense ratio.

Dividends

CAMOX vs. SHXPX - Dividend Comparison

CAMOX's dividend yield for the trailing twelve months is around 20.08%, while SHXPX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CAMOX Cambiar Opportunity Portfolio	20.08%	22.53%	8.98%	9.06%	6.05%	7.62%	4.01%	9.56%	13.12%	13.91%	8.21%	13.23%
SHXPX American Beacon Shapiro Equity Opportunities Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both CAMOX and SHXPX in my portfolio?

CAMOX and SHXPX have a correlation of -0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.