CRFIX vs. SHXPX

Last updated Jul 17, 2026

CRFIX (Calvert Focused Value Fund) and SHXPX (American Beacon Shapiro Equity Opportunities Fund) are both Large Cap Value Equities funds. CRFIX charges 0.74%/yr vs 1.21%/yr for SHXPX.

Performance

CRFIX vs. SHXPX - Performance Comparison

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

Returns By Period

CRFIX

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

SHXPX

• 1D: 0.13%
• 1M: 0.19%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

CRFIX vs. SHXPX - Yearly Performance Comparison

	2026 (YTD)
CRFIX Calvert Focused Value Fund	0.00%
SHXPX American Beacon Shapiro Equity Opportunities Fund	0.65%

Return for Risk

CRFIX vs. SHXPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Calvert Focused Value Fund (CRFIX) 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.

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

Drawdowns

Drawdown Indicators

	CRFIX	SHXPX	Difference
Max Drawdown Largest peak-to-trough decline	—	-0.13%	—
Current Drawdown Current decline from peak	—	0.00%	—
Average Drawdown Average peak-to-trough decline	—	-0.01%	—

Volatility

Volatility by Period

	CRFIX	SHXPX	Difference
Volatility (1Y) Calculated over the trailing 1-year period	—	1.33%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	1.33%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	1.33%	—

CRFIX vs. SHXPX - Expense Ratio Comparison

CRFIX has a 0.74% expense ratio, which is lower than SHXPX's 1.21% expense ratio.

Dividends

CRFIX vs. SHXPX - Dividend Comparison

CRFIX's dividend yield for the trailing twelve months is around 5.18%, less than SHXPX's 108.18% yield.

Position	TTM	2025	2024	2023	2022
CRFIX Calvert Focused Value Fund	5.18%	5.77%	4.37%	1.02%	0.17%
SHXPX American Beacon Shapiro Equity Opportunities Fund	108.18%	0.00%	0.00%	0.00%	0.00%