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PSVIX vs. SHDPX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

PSVIX vs. SHDPX

Last updated Jun 3, 2026

PSVIX (Virtus NFJ Small-Cap Value Fund) and SHDPX (American Beacon Shapiro SMID Cap Equity Fund) are both Small Cap Value Equities funds. PSVIX charges 0.82%/yr vs 2.31%/yr for SHDPX.

Performance

PSVIX vs. SHDPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus NFJ Small-Cap Value Fund (PSVIX) 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

PSVIX

1D
-0.75%
1M
-1.21%
YTD
12.15%
6M
13.61%
1Y
25.43%
3Y*
11.86%
5Y*
5.45%
10Y*
6.68%

SHDPX

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

PSVIX vs. SHDPX - Yearly Performance Comparison

2026 (YTD)
PSVIX
Virtus NFJ Small-Cap Value Fund		-2.00%
SHDPX
American Beacon Shapiro SMID Cap Equity Fund		0.00%

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Virtus NFJ Small-Cap Value Fund

American Beacon Shapiro SMID Cap Equity Fund

Often compared with PSVIX:
PSVIX vs. ASHIXPSVIX vs. PMJAXPSVIX vs. AZMIXPSVIX vs. ALOIXPSVIX vs. ANVIXPSVIX vs. ARSMXPSVIX vs. AVALX
Often compared with SHDPX:
SHDPX vs. AHLPXSHDPX vs. TASCXSHDPX vs. ARSMXSHDPX vs. AAIEXSHDPX vs. RYPNXSHDPX vs. VSMVXSHDPX vs. AADBX

Return for Risk

PSVIX vs. SHDPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PSVIX
PSVIX Risk / Return Rank: 3434
Overall Rank
PSVIX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
PSVIX Sortino Ratio Rank: 2727
Sortino Ratio Rank
PSVIX Omega Ratio Rank: 2424
Omega Ratio Rank
PSVIX Calmar Ratio Rank: 5656
Calmar Ratio Rank
PSVIX Martin Ratio Rank: 3535
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.

PSVIX vs. SHDPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus NFJ Small-Cap Value Fund (PSVIX) 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.

PSVIXSHDPXDifference

Sharpe ratio

Return per unit of total volatility

1.45

—

—

Sortino ratio

Return per unit of downside risk

2.17

—

—

Omega ratio

Gain probability vs. loss probability

1.26

—

—

Calmar ratio

Return relative to maximum drawdown

2.89

—

—

Martin ratio

Return relative to average drawdown

7.86

—

—

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

PSVIX vs. SHDPX - Sharpe Ratio Comparison

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Sharpe Ratios by Period

PSVIXSHDPXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.45

—

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.26

—

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.30

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.52

—

—

Drawdowns

PSVIX vs. SHDPX - Drawdown Comparison

The maximum PSVIX drawdown since its inception was -55.62%, which is greater than SHDPX's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for PSVIX and SHDPX.

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Drawdown Indicators

PSVIXSHDPXDifference

Max Drawdown

Largest peak-to-trough decline

-55.62%

0.00%

-55.62%

Max Drawdown (1Y)

Largest decline over 1 year

-8.38%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-27.34%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-27.34%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-45.39%

—

—

Current Drawdown

Current decline from peak

-3.38%

0.00%

-3.38%

Average Drawdown

Average peak-to-trough decline

-7.94%

0.00%

-7.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.08%

—

—

Volatility

PSVIX vs. SHDPX - Volatility Comparison

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Volatility by Period

PSVIXSHDPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.32%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

11.03%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

17.12%

0.00%

+17.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.11%

0.00%

+21.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.21%

0.00%

+22.21%

PSVIX vs. SHDPX - Expense Ratio Comparison

PSVIX has a 0.82% expense ratio, which is lower than SHDPX's 2.31% expense ratio.

Dividends

PSVIX vs. SHDPX - Dividend Comparison

PSVIX's dividend yield for the trailing twelve months is around 2.92%, while SHDPX has not paid dividends to shareholders.

PositionTTM20252024202320222021202020192018201720162015
PSVIX
Virtus NFJ Small-Cap Value Fund		2.92%3.27%3.72%9.11%15.72%7.15%2.08%8.04%32.47%17.56%3.74%16.77%
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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