FESCX vs. SHDPX

Last updated Jun 3, 2026

FESCX (First Eagle Small Cap Opportunity Fund) and SHDPX (American Beacon Shapiro SMID Cap Equity Fund) are both Small Cap Value Equities funds. FESCX charges 1.00%/yr vs 2.31%/yr for SHDPX.

Performance

FESCX vs. SHDPX - Performance Comparison

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

Returns By Period

FESCX

• 1D: 0.28%
• 1M: 1.99%
• YTD: 23.60%
• 6M: 25.52%
• 1Y: 50.55%
• 3Y*: 18.08%
• 5Y*: —
• 10Y*: —

SHDPX

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

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

FESCX vs. SHDPX - Yearly Performance Comparison

	2026 (YTD)
FESCX First Eagle Small Cap Opportunity Fund	-0.76%
SHDPX American Beacon Shapiro SMID Cap Equity Fund	0.00%

Return for Risk

FESCX vs. SHDPX — Risk / Return Rank

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

FESCX

FESCX Risk / Return Rank: 80
FESCX Sharpe Ratio Rank: 82
FESCX Sortino Ratio Rank: 76
FESCX Omega Ratio Rank: 63
FESCX Calmar Ratio Rank: 92
FESCX Martin Ratio Rank: 89

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.

FESCX vs. SHDPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Eagle Small Cap Opportunity Fund (FESCX) 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.

	FESCX	SHDPX	Difference
Sharpe ratio Return per unit of total volatility	2.65	—	—
Sortino ratio Return per unit of downside risk	3.64	—	—
Omega ratio Gain probability vs. loss probability	1.44	—	—
Calmar ratio Return relative to maximum drawdown	4.87	—	—
Martin ratio Return relative to average drawdown	17.63	—	—
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

	FESCX	SHDPX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.65	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.39	—	—

Drawdowns

FESCX vs. SHDPX - Drawdown Comparison

The maximum FESCX drawdown since its inception was -28.53%, which is greater than SHDPX's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for FESCX and SHDPX.

Drawdown Indicators

	FESCX	SHDPX	Difference
Max Drawdown Largest peak-to-trough decline	-28.53%	0.00%	-28.53%
Max Drawdown (1Y) Largest decline over 1 year	-10.26%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-28.53%	—	—
Current Drawdown Current decline from peak	-0.97%	0.00%	-0.97%
Average Drawdown Average peak-to-trough decline	-8.85%	0.00%	-8.85%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.83%	—	—

Volatility

Volatility by Period

	FESCX	SHDPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.35%	—	—
Volatility (6M) Calculated over the trailing 6-month period	13.47%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	19.26%	0.00%	+19.26%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.65%	0.00%	+22.65%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.65%	0.00%	+22.65%

FESCX vs. SHDPX - Expense Ratio Comparison

FESCX has a 1.00% expense ratio, which is lower than SHDPX's 2.31% expense ratio.

Dividends

FESCX vs. SHDPX - Dividend Comparison

FESCX's dividend yield for the trailing twelve months is around 0.84%, while SHDPX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022
FESCX First Eagle Small Cap Opportunity Fund	0.84%	1.03%	1.56%	0.60%	0.11%
SHDPX American Beacon Shapiro SMID Cap Equity Fund	0.00%	0.00%	0.00%	0.00%	0.00%