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PPVIX vs. SHDPX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

PPVIX vs. SHDPX

Last updated Jun 3, 2026

PPVIX (Principal SmallCap Value Fund II) and SHDPX (American Beacon Shapiro SMID Cap Equity Fund) are both Small Cap Value Equities funds. PPVIX charges 0.96%/yr vs 2.31%/yr for SHDPX.

Performance

PPVIX vs. SHDPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Principal SmallCap Value Fund II (PPVIX) 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

PPVIX

1D
-0.39%
1M
-1.56%
YTD
10.50%
6M
11.48%
1Y
30.31%
3Y*
17.13%
5Y*
9.09%
10Y*
10.71%

SHDPX

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

PPVIX vs. SHDPX - Yearly Performance Comparison

2026 (YTD)
PPVIX
Principal SmallCap Value Fund II		-1.02%
SHDPX
American Beacon Shapiro SMID Cap Equity Fund		0.00%

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Principal SmallCap Value Fund II

American Beacon Shapiro SMID Cap Equity Fund

Often compared with PPVIX:
PPVIX vs. VOOPPVIX vs. TQQQPPVIX vs. SPYPPVIX vs. PRVIXPPVIX vs. SACAXPPVIX vs. PTEAXPPVIX vs. SSCVX
Often compared with SHDPX:
SHDPX vs. AHLPXSHDPX vs. TASCXSHDPX vs. AAIEXSHDPX vs. ARSMXSHDPX vs. VSMVXSHDPX vs. RYPNXSHDPX vs. AADBX

Return for Risk

PPVIX vs. SHDPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PPVIX
PPVIX Risk / Return Rank: 4646
Overall Rank
PPVIX Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
PPVIX Sortino Ratio Rank: 4040
Sortino Ratio Rank
PPVIX Omega Ratio Rank: 3636
Omega Ratio Rank
PPVIX Calmar Ratio Rank: 6666
Calmar Ratio Rank
PPVIX Martin Ratio Rank: 5353
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.

PPVIX vs. SHDPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Principal SmallCap Value Fund II (PPVIX) 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.

PPVIXSHDPXDifference

Sharpe ratio

Return per unit of total volatility

1.80

—

—

Sortino ratio

Return per unit of downside risk

2.66

—

—

Omega ratio

Gain probability vs. loss probability

1.32

—

—

Calmar ratio

Return relative to maximum drawdown

3.13

—

—

Martin ratio

Return relative to average drawdown

10.79

—

—

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

PPVIX vs. SHDPX - Sharpe Ratio Comparison

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Sharpe Ratios by Period

PPVIXSHDPXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.80

—

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.43

—

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

—

—

Drawdowns

PPVIX vs. SHDPX - Drawdown Comparison

The maximum PPVIX drawdown since its inception was -64.79%, which is greater than SHDPX's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for PPVIX and SHDPX.

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Drawdown Indicators

PPVIXSHDPXDifference

Max Drawdown

Largest peak-to-trough decline

-64.79%

0.00%

-64.79%

Max Drawdown (1Y)

Largest decline over 1 year

-9.21%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-22.89%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-22.89%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-45.87%

—

—

Current Drawdown

Current decline from peak

-1.94%

0.00%

-1.94%

Average Drawdown

Average peak-to-trough decline

-9.69%

0.00%

-9.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.67%

—

—

Volatility

PPVIX vs. SHDPX - Volatility Comparison

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Volatility by Period

PPVIXSHDPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.70%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

10.79%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

16.64%

0.00%

+16.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.12%

0.00%

+21.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.64%

0.00%

+22.64%

PPVIX vs. SHDPX - Expense Ratio Comparison

PPVIX has a 0.96% expense ratio, which is lower than SHDPX's 2.31% expense ratio.

Dividends

PPVIX vs. SHDPX - Dividend Comparison

PPVIX's dividend yield for the trailing twelve months is around 8.04%, while SHDPX has not paid dividends to shareholders.

PositionTTM20252024202320222021202020192018201720162015
PPVIX
Principal SmallCap Value Fund II		8.04%8.88%20.81%3.11%11.81%15.05%0.76%0.88%26.50%6.37%5.98%11.97%
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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