SAIFX vs. SHXPX

Last updated Jul 17, 2026

SAIFX (ClearBridge Large Cap Value Fund) and SHXPX (American Beacon Shapiro Equity Opportunities Fund) are both Large Cap Value Equities funds. At a correlation of -0.15, they often move in opposite directions. SAIFX charges 0.56%/yr vs 1.21%/yr for SHXPX.

Performance

SAIFX vs. SHXPX - Performance Comparison

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

Returns By Period

SAIFX

• 1D: 0.23%
• 1M: 2.21%
• 6M: 8.52%
• YTD: 12.68%
• 1Y: 21.84%
• 3Y*: 13.57%
• 5Y*: 9.38%
• 10Y*: 10.77%

SHXPX

• 1D: 0.13%
• 1M: 0.19%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

SAIFX vs. SHXPX - Yearly Performance Comparison

	2026 (YTD)
SAIFX ClearBridge Large Cap Value Fund	3.89%
SHXPX American Beacon Shapiro Equity Opportunities Fund	0.65%

Correlation

The correlation between SAIFX and SHXPX is -0.15, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 28, 2026	-0.15

Return for Risk

SAIFX vs. SHXPX — Risk / Return Rank

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

SAIFX

SAIFX Risk / Return Rank: 83
SAIFX Sharpe Ratio Rank: 83
SAIFX Sortino Ratio Rank: 83
SAIFX Omega Ratio Rank: 80
SAIFX Calmar Ratio Rank: 83
SAIFX Martin Ratio Rank: 86

SHXPX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

SAIFX vs. SHXPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ClearBridge Large Cap Value Fund (SAIFX) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	SAIFX	SHXPX	Difference
Sharpe ratio: Return per unit of total volatility	2.21	—	—
Sortino ratio: Return per unit of downside risk	3.18	—	—
Omega ratio: Gain probability vs. loss probability	1.41	—	—
Calmar ratio: Return relative to maximum drawdown	3.15	—	—
Martin ratio: Return relative to average drawdown	12.58	—	—

Drawdowns

SAIFX vs. SHXPX - Drawdown Comparison

The maximum SAIFX drawdown since its inception was -53.58%, which is greater than SHXPX's maximum drawdown of -0.13%. Use the drawdown chart below to compare losses from any high point for SAIFX and SHXPX.

Drawdown Indicators

	SAIFX	SHXPX	Difference
Max Drawdown Largest peak-to-trough decline	-53.58%	-0.13%	-53.45%
Max Drawdown (1Y) Largest decline over 1 year	-7.11%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-17.65%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-19.79%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-35.51%	—	—
Current Drawdown Current decline from peak	-0.64%	0.00%	-0.64%
Average Drawdown Average peak-to-trough decline	-6.71%	-0.01%	-6.70%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.78%	—	—

Volatility

Volatility by Period

	SAIFX	SHXPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.08%	—	—
Volatility (6M) Calculated over the trailing 6-month period	7.40%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	10.22%	1.33%	+8.89%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.55%	1.33%	+14.22%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.28%	1.33%	+15.95%

SAIFX vs. SHXPX - Expense Ratio Comparison

SAIFX has a 0.56% expense ratio, which is lower than SHXPX's 1.21% expense ratio.

Dividends

SAIFX vs. SHXPX - Dividend Comparison

SAIFX's dividend yield for the trailing twelve months is around 10.57%, less than SHXPX's 108.18% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SAIFX ClearBridge Large Cap Value Fund	10.57%	11.93%	11.70%	3.18%	1.50%	5.09%	8.07%	6.56%	8.25%	2.81%	2.29%	3.83%
SHXPX American Beacon Shapiro Equity Opportunities Fund	108.18%	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 SAIFX and SHXPX in my portfolio?

SAIFX and SHXPX have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.