LMVTX vs. SHXPX

Last updated Jun 3, 2026

LMVTX (ClearBridge Value Trust) and SHXPX (American Beacon Shapiro Equity Opportunities Fund) are both Large Cap Value Equities funds. With a 1.00 correlation, they move nearly in lockstep. LMVTX charges 1.74%/yr vs 1.21%/yr for SHXPX.

Performance

LMVTX vs. SHXPX - Performance Comparison

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

Returns By Period

LMVTX

• 1D: -0.14%
• 1M: 1.60%
• YTD: 10.73%
• 6M: 13.03%
• 1Y: 23.76%
• 3Y*: 16.23%
• 5Y*: 8.98%
• 10Y*: 11.25%

SHXPX

• 1D: 0.32%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

LMVTX vs. SHXPX - Yearly Performance Comparison

	2026 (YTD)
LMVTX ClearBridge Value Trust	-0.34%
SHXPX American Beacon Shapiro Equity Opportunities Fund	0.39%

Correlation

The correlation between LMVTX and SHXPX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 29, 2026	1.00

Return for Risk

LMVTX vs. SHXPX — Risk / Return Rank

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

LMVTX

LMVTX Risk / Return Rank: 51
LMVTX Sharpe Ratio Rank: 46
LMVTX Sortino Ratio Rank: 43
LMVTX Omega Ratio Rank: 44
LMVTX Calmar Ratio Rank: 63
LMVTX Martin Ratio Rank: 58

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.

LMVTX vs. SHXPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ClearBridge Value Trust (LMVTX) 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.

	LMVTX	SHXPX	Difference
Sharpe ratio Return per unit of total volatility	1.99	—	—
Sortino ratio Return per unit of downside risk	2.77	—	—
Omega ratio Gain probability vs. loss probability	1.36	—	—
Calmar ratio Return relative to maximum drawdown	3.07	—	—
Martin ratio Return relative to average drawdown	11.69	—	—
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

	LMVTX	SHXPX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.99	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.51	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.59	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.58	30.68	-30.11

Drawdowns

LMVTX vs. SHXPX - Drawdown Comparison

The maximum LMVTX drawdown since its inception was -72.54%, which is greater than SHXPX's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for LMVTX and SHXPX.

Drawdown Indicators

	LMVTX	SHXPX	Difference
Max Drawdown Largest peak-to-trough decline	-72.54%	0.00%	-72.54%
Max Drawdown (1Y) Largest decline over 1 year	-7.87%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-19.28%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-20.79%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-40.47%	—	—
Current Drawdown Current decline from peak	-0.34%	0.00%	-0.34%
Average Drawdown Average peak-to-trough decline	-11.96%	0.00%	-11.96%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.07%	—	—

Volatility

Volatility by Period

	LMVTX	SHXPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.35%	—	—
Volatility (6M) Calculated over the trailing 6-month period	9.11%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	12.29%	2.91%	+9.38%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.73%	2.91%	+14.82%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.23%	2.91%	+16.32%

LMVTX vs. SHXPX - Expense Ratio Comparison

LMVTX has a 1.74% expense ratio, which is higher than SHXPX's 1.21% expense ratio.

Dividends

LMVTX vs. SHXPX - Dividend Comparison

LMVTX's dividend yield for the trailing twelve months is around 9.33%, while SHXPX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
LMVTX ClearBridge Value Trust	9.33%	10.33%	10.32%	12.03%	7.85%	18.06%	5.41%	0.00%	1.34%	0.00%	0.10%
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%

Frequently Asked Questions

Can I hold both LMVTX and SHXPX in my portfolio?

With a correlation of 1.00, LMVTX and SHXPX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.