SHDPX vs. SSCVX

Last updated Jun 4, 2026

SHDPX (American Beacon Shapiro SMID Cap Equity Fund) and SSCVX (Columbia Select Small Cap Value Fund) are both Small Cap Value Equities funds. Their correlation of 0.87 suggests significant overlap in exposure. SHDPX charges 2.31%/yr vs 1.28%/yr for SSCVX.

Performance

SHDPX vs. SSCVX - Performance Comparison

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

Returns By Period

SHDPX

• 1D: 0.12%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SSCVX

• 1D: 1.61%
• 1M: 3.17%
• YTD: 21.10%
• 6M: 19.02%
• 1Y: 36.19%
• 3Y*: 16.06%
• 5Y*: 6.94%
• 10Y*: 9.68%

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

SHDPX vs. SSCVX - Yearly Performance Comparison

	2026 (YTD)
SHDPX American Beacon Shapiro SMID Cap Equity Fund	0.12%
SSCVX Columbia Select Small Cap Value Fund	0.35%

Correlation

The correlation between SHDPX and SSCVX is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 29, 2026	0.87

Return for Risk

SHDPX vs. SSCVX — Risk / Return Rank

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

SSCVX

SSCVX Risk / Return Rank: 66
SSCVX Sharpe Ratio Rank: 56
SSCVX Sortino Ratio Rank: 56
SSCVX Omega Ratio Rank: 48
SSCVX Calmar Ratio Rank: 91
SSCVX Martin Ratio Rank: 80

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.

SHDPX vs. SSCVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Beacon Shapiro SMID Cap Equity Fund (SHDPX) and Columbia Select Small Cap Value Fund (SSCVX). 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.

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

Sharpe Ratios by Period

	SHDPX	SSCVX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.20	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.33	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.41	—
Sharpe Ratio (All Time) Calculated using the full available price history	11.78	0.33	+11.45

Drawdowns

SHDPX vs. SSCVX - Drawdown Comparison

The maximum SHDPX drawdown since its inception was 0.00%, smaller than the maximum SSCVX drawdown of -65.34%. Use the drawdown chart below to compare losses from any high point for SHDPX and SSCVX.

Drawdown Indicators

	SHDPX	SSCVX	Difference
Max Drawdown Largest peak-to-trough decline	0.00%	-65.34%	+65.34%
Max Drawdown (1Y) Largest decline over 1 year	—	-7.88%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-29.22%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-29.22%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-48.87%	—
Current Drawdown Current decline from peak	0.00%	-0.98%	+0.98%
Average Drawdown Average peak-to-trough decline	0.00%	-11.85%	+11.85%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.55%	—

Volatility

Volatility by Period

	SHDPX	SSCVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.75%	—
Volatility (6M) Calculated over the trailing 6-month period	—	11.89%	—
Volatility (1Y) Calculated over the trailing 1-year period	1.07%	17.41%	-16.34%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	1.07%	21.20%	-20.13%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	1.07%	23.46%	-22.39%

SHDPX vs. SSCVX - Expense Ratio Comparison

SHDPX has a 2.31% expense ratio, which is higher than SSCVX's 1.28% expense ratio.

Dividends

SHDPX vs. SSCVX - Dividend Comparison

SHDPX has not paid dividends to shareholders, while SSCVX's dividend yield for the trailing twelve months is around 9.05%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
SSCVX Columbia Select Small Cap Value Fund	9.05%	10.96%	20.45%	6.56%	4.62%	6.64%	6.45%	0.12%	7.59%	13.50%	6.18%	12.44%

Frequently Asked Questions

Can I hold both SHDPX and SSCVX in my portfolio?

SHDPX and SSCVX have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.