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LRSCX vs. SHDPX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

LRSCX vs. SHDPX

Last updated Jun 3, 2026

LRSCX (Lord Abbett Small Cap Value Fund) and SHDPX (American Beacon Shapiro SMID Cap Equity Fund) are both Small Cap Value Equities funds. LRSCX charges 1.17%/yr vs 2.31%/yr for SHDPX.

Performance

LRSCX vs. SHDPX - Performance Comparison

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

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Returns By Period

LRSCX

1D
-0.81%
1M
-1.72%
YTD
10.76%
6M
11.95%
1Y
23.93%
3Y*
12.01%
5Y*
4.46%
10Y*
7.14%

SHDPX

1D
0.00%
1M
—
YTD
—
6M
—
1Y
—
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

LRSCX vs. SHDPX - Yearly Performance Comparison

2026 (YTD)
LRSCX
Lord Abbett Small Cap Value Fund		-1.72%
SHDPX
American Beacon Shapiro SMID Cap Equity Fund		0.00%

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Lord Abbett Small Cap Value Fund

American Beacon Shapiro SMID Cap Equity Fund

Often compared with LRSCX:
LRSCX vs. HRTVXLRSCX vs. TASCXLRSCX vs. LGLIXLRSCX vs. MMEYXLRSCX vs. AVALXLRSCX vs. LSYIXLRSCX vs. LALDX
Often compared with SHDPX:
SHDPX vs. AHLPXSHDPX vs. TASCXSHDPX vs. ARSMXSHDPX vs. AAIEXSHDPX vs. RYPNXSHDPX vs. VSMVXSHDPX vs. AADBX

Return for Risk

LRSCX vs. SHDPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
LRSCX
LRSCX Risk / Return Rank: 2525
Overall Rank
LRSCX Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
LRSCX Sortino Ratio Rank: 2525
Sortino Ratio Rank
LRSCX Omega Ratio Rank: 2222
Omega Ratio Rank
LRSCX Calmar Ratio Rank: 3030
Calmar Ratio Rank
LRSCX Martin Ratio Rank: 2626
Martin Ratio Rank
SHDPX
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.

LRSCX vs. SHDPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Small Cap Value Fund (LRSCX) 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.

LRSCXSHDPXDifference

Sharpe ratio

Return per unit of total volatility

1.38

—

—

Sortino ratio

Return per unit of downside risk

2.09

—

—

Omega ratio

Gain probability vs. loss probability

1.25

—

—

Calmar ratio

Return relative to maximum drawdown

2.05

—

—

Martin ratio

Return relative to average drawdown

6.42

—

—

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

LRSCX vs. SHDPX - Sharpe Ratio Comparison

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Sharpe Ratios by Period

LRSCXSHDPXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.38

—

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.21

—

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.31

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.48

—

—

Drawdowns

LRSCX vs. SHDPX - Drawdown Comparison

The maximum LRSCX drawdown since its inception was -54.02%, which is greater than SHDPX's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for LRSCX and SHDPX.

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Drawdown Indicators

LRSCXSHDPXDifference

Max Drawdown

Largest peak-to-trough decline

-54.02%

0.00%

-54.02%

Max Drawdown (1Y)

Largest decline over 1 year

-11.18%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-29.24%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-29.24%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-50.25%

—

—

Current Drawdown

Current decline from peak

-3.10%

0.00%

-3.10%

Average Drawdown

Average peak-to-trough decline

-8.77%

0.00%

-8.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.57%

—

—

Volatility

LRSCX vs. SHDPX - Volatility Comparison

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Volatility by Period

LRSCXSHDPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.83%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

11.62%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

17.29%

0.00%

+17.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.35%

0.00%

+21.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.35%

0.00%

+23.35%

LRSCX vs. SHDPX - Expense Ratio Comparison

LRSCX has a 1.17% expense ratio, which is lower than SHDPX's 2.31% expense ratio.

Dividends

LRSCX vs. SHDPX - Dividend Comparison

LRSCX's dividend yield for the trailing twelve months is around 6.03%, while SHDPX has not paid dividends to shareholders.

PositionTTM20252024202320222021202020192018201720162015
LRSCX
Lord Abbett Small Cap Value Fund		6.03%6.68%11.06%0.12%3.79%17.08%1.06%19.56%20.44%14.33%14.14%24.30%
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%
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