EHSTX vs. SHXPX

Last updated Jul 14, 2026

EHSTX (Eaton Vance Large-Cap Value Fund) and SHXPX (American Beacon Shapiro Equity Opportunities Fund) are both Large Cap Value Equities funds. At a correlation of -0.25, they often move in opposite directions. EHSTX charges 1.01%/yr vs 1.21%/yr for SHXPX.

Performance

EHSTX vs. SHXPX - Performance Comparison

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

Returns By Period

EHSTX

• 1D: 0.26%
• 1M: 1.86%
• 6M: 11.68%
• YTD: 15.15%
• 1Y: 22.41%
• 3Y*: 14.54%
• 5Y*: 9.89%
• 10Y*: 10.96%

SHXPX

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

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

EHSTX vs. SHXPX - Yearly Performance Comparison

	2026 (YTD)
EHSTX Eaton Vance Large-Cap Value Fund	2.11%
SHXPX American Beacon Shapiro Equity Opportunities Fund	0.65%

Correlation

The correlation between EHSTX and SHXPX is -0.25, 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	-0.25

Return for Risk

EHSTX vs. SHXPX — Risk / Return Rank

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

EHSTX

EHSTX Risk / Return Rank: 71
EHSTX Sharpe Ratio Rank: 72
EHSTX Sortino Ratio Rank: 70
EHSTX Omega Ratio Rank: 66
EHSTX Calmar Ratio Rank: 72
EHSTX Martin Ratio Rank: 73

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.

EHSTX vs. SHXPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Large-Cap Value Fund (EHSTX) 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.

	EHSTX	SHXPX	Difference
Sharpe ratio: Return per unit of total volatility	1.88	—	—
Sortino ratio: Return per unit of downside risk	2.65	—	—
Omega ratio: Gain probability vs. loss probability	1.33	—	—
Calmar ratio: Return relative to maximum drawdown	2.63	—	—
Martin ratio: Return relative to average drawdown	10.58	—	—

Drawdowns

EHSTX vs. SHXPX - Drawdown Comparison

The maximum EHSTX drawdown since its inception was -53.47%, which is greater than SHXPX's maximum drawdown of -0.13%. Use the drawdown chart below to compare losses from any high point for EHSTX and SHXPX.

Drawdown Indicators

	EHSTX	SHXPX	Difference
Max Drawdown Largest peak-to-trough decline	-53.47%	-0.13%	-53.34%
Max Drawdown (1Y) Largest decline over 1 year	-8.29%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-16.44%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-16.44%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-39.30%	—	—
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-7.39%	-0.01%	-7.38%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.06%	—	—

Volatility

Volatility by Period

	EHSTX	SHXPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.79%	—	—
Volatility (6M) Calculated over the trailing 6-month period	8.85%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	11.62%	1.33%	+10.29%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.75%	1.33%	+13.42%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.24%	1.33%	+15.91%

EHSTX vs. SHXPX - Expense Ratio Comparison

EHSTX has a 1.01% expense ratio, which is lower than SHXPX's 1.21% expense ratio.

Dividends

EHSTX vs. SHXPX - Dividend Comparison

EHSTX's dividend yield for the trailing twelve months is around 5.26%, less than SHXPX's 108.18% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EHSTX Eaton Vance Large-Cap Value Fund	5.26%	6.12%	4.03%	2.93%	4.25%	7.32%	1.94%	2.76%	10.94%	5.88%	1.33%	11.02%
SHXPX American Beacon Shapiro Equity Opportunities Fund	108.18%	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 EHSTX and SHXPX in my portfolio?

EHSTX and SHXPX have a correlation of -0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.