DASCX vs. SHDPX

Last updated Jun 3, 2026

DASCX (Dean Small Cap Value Fund) and SHDPX (American Beacon Shapiro SMID Cap Equity Fund) are both Small Cap Value Equities funds. DASCX charges 1.13%/yr vs 2.31%/yr for SHDPX.

Performance

DASCX vs. SHDPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dean Small Cap Value Fund (DASCX) and American Beacon Shapiro SMID Cap Equity Fund (SHDPX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

DASCX

• 1D: -0.32%
• 1M: 0.83%
• YTD: 14.31%
• 6M: 14.45%
• 1Y: 32.14%
• 3Y*: 8.89%
• 5Y*: 6.10%
• 10Y*: 8.08%

SHDPX

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

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

DASCX vs. SHDPX - Yearly Performance Comparison

	2026 (YTD)
DASCX Dean Small Cap Value Fund	-0.86%
SHDPX American Beacon Shapiro SMID Cap Equity Fund	0.00%

Return for Risk

DASCX vs. SHDPX — Risk / Return Rank

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

DASCX

DASCX Risk / Return Rank: 33
DASCX Sharpe Ratio Rank: 32
DASCX Sortino Ratio Rank: 35
DASCX Omega Ratio Rank: 31
DASCX Calmar Ratio Rank: 35
DASCX Martin Ratio Rank: 32

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.

DASCX vs. SHDPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dean Small Cap Value Fund (DASCX) and American Beacon Shapiro SMID Cap Equity Fund (SHDPX). 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.

	DASCX	SHDPX	Difference
Sharpe ratio Return per unit of total volatility	1.66	—	—
Sortino ratio Return per unit of downside risk	2.46	—	—
Omega ratio Gain probability vs. loss probability	1.29	—	—
Calmar ratio Return relative to maximum drawdown	2.27	—	—
Martin ratio Return relative to average drawdown	7.47	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	DASCX	SHDPX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.66	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.35	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.39	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.35	—	—

Drawdowns

DASCX vs. SHDPX - Drawdown Comparison

The maximum DASCX drawdown since its inception was -58.74%, which is greater than SHDPX's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for DASCX and SHDPX.

Drawdown Indicators

	DASCX	SHDPX	Difference
Max Drawdown Largest peak-to-trough decline	-58.74%	0.00%	-58.74%
Max Drawdown (1Y) Largest decline over 1 year	-13.11%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-24.79%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-24.79%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-46.28%	—	—
Current Drawdown Current decline from peak	-1.21%	0.00%	-1.21%
Average Drawdown Average peak-to-trough decline	-7.42%	0.00%	-7.42%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.98%	—	—

Volatility

Volatility by Period

	DASCX	SHDPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.36%	—	—
Volatility (6M) Calculated over the trailing 6-month period	12.12%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	18.77%	0.00%	+18.77%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.34%	0.00%	+17.34%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.85%	0.00%	+20.85%

DASCX vs. SHDPX - Expense Ratio Comparison

DASCX has a 1.13% expense ratio, which is lower than SHDPX's 2.31% expense ratio.

Dividends

DASCX vs. SHDPX - Dividend Comparison

DASCX's dividend yield for the trailing twelve months is around 1.75%, while SHDPX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DASCX Dean Small Cap Value Fund	1.75%	1.99%	3.82%	1.75%	1.28%	0.98%	1.61%	4.03%	3.22%	18.27%	3.96%	6.68%
SHDPX American Beacon Shapiro SMID Cap Equity 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%