SESVX vs. SHDPX

Last updated Jun 13, 2026

SESVX (SEI Institutional Managed Trust Small Cap Value Fund) and SHDPX (American Beacon Shapiro SMID Cap Equity Fund) are both Small Cap Value Equities funds. At a 0.40 correlation, their price movements are largely independent. SESVX charges 1.14%/yr vs 2.31%/yr for SHDPX.

Performance

SESVX vs. SHDPX - Performance Comparison

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

Returns By Period

SESVX

• 1D: 2.10%
• 1M: 5.48%
• YTD: 16.65%
• 6M: 14.27%
• 1Y: 36.68%
• 3Y*: 17.24%
• 5Y*: 7.79%
• 10Y*: 9.18%

SHDPX

• 1D: 0.00%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

SESVX vs. SHDPX - Yearly Performance Comparison

	2026 (YTD)
SESVX SEI Institutional Managed Trust Small Cap Value Fund	2.37%
SHDPX American Beacon Shapiro SMID Cap Equity Fund	0.12%

Correlation

The correlation between SESVX and SHDPX is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 28, 2026	0.40

Return for Risk

SESVX vs. SHDPX — Risk / Return Rank

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

SESVX

SESVX Risk / Return Rank: 76
SESVX Sharpe Ratio Rank: 73
SESVX Sortino Ratio Rank: 75
SESVX Omega Ratio Rank: 65
SESVX Calmar Ratio Rank: 87
SESVX Martin Ratio Rank: 78

SHDPX

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.

SESVX vs. SHDPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Managed Trust Small Cap Value Fund (SESVX) 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.

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.

	SESVX	SHDPX	Difference
Sharpe ratio: Return per unit of total volatility	2.08	—	—
Sortino ratio: Return per unit of downside risk	3.00	—	—
Omega ratio: Gain probability vs. loss probability	1.36	—	—
Calmar ratio: Return relative to maximum drawdown	3.69	—	—
Martin ratio: Return relative to average drawdown	12.02	—	—

Drawdowns

SESVX vs. SHDPX - Drawdown Comparison

The maximum SESVX drawdown since its inception was -61.79%, which is greater than SHDPX's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for SESVX and SHDPX.

Drawdown Indicators

	SESVX	SHDPX	Difference
Max Drawdown Largest peak-to-trough decline	-61.79%	0.00%	-61.79%
Max Drawdown (1Y) Largest decline over 1 year	-10.00%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-34.41%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-34.41%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-50.73%	—	—
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-9.92%	0.00%	-9.92%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.07%	—	—

Volatility

Volatility by Period

	SESVX	SHDPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.99%	—	—
Volatility (6M) Calculated over the trailing 6-month period	12.08%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	17.74%	0.56%	+17.18%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.03%	0.56%	+23.47%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.87%	0.56%	+24.31%

SESVX vs. SHDPX - Expense Ratio Comparison

SESVX has a 1.14% expense ratio, which is lower than SHDPX's 2.31% expense ratio.

Dividends

SESVX vs. SHDPX - Dividend Comparison

SESVX's dividend yield for the trailing twelve months is around 7.80%, while SHDPX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SESVX SEI Institutional Managed Trust Small Cap Value Fund	7.80%	9.15%	21.17%	3.05%	5.69%	8.19%	0.77%	1.27%	12.44%	9.21%	0.55%	6.93%
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%

Frequently Asked Questions

Can I hold both SESVX and SHDPX in my portfolio?

SESVX and SHDPX have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.