SHXPX vs. ACIIX
Compare and contrast key facts about American Beacon Shapiro Equity Opportunities Fund (SHXPX) and American Century Equity Income Fund Class I (ACIIX).
SHXPX is managed by American Beacon. It was launched on Sep 12, 2017. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
SHXPX vs. ACIIX - Performance Comparison
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SHXPX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SHXPX American Beacon Shapiro Equity Opportunities Fund | -10.30% | 19.14% | 5.69% | 12.59% | -19.01% | 24.08% | 18.78% | 13.96% | 2.72% | 0.16% |
ACIIX American Century Equity Income Fund Class I | 2.73% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 4.68% |
Returns By Period
In the year-to-date period, SHXPX achieves a -10.30% return, which is significantly lower than ACIIX's 2.73% return.
SHXPX
- 1D
- 0.73%
- 1M
- -8.64%
- YTD
- -10.30%
- 6M
- -7.40%
- 1Y
- 9.66%
- 3Y*
- 5.92%
- 5Y*
- 1.84%
- 10Y*
- —
ACIIX
- 1D
- 0.00%
- 1M
- -5.73%
- YTD
- 2.73%
- 6M
- 4.62%
- 1Y
- 9.92%
- 3Y*
- 9.70%
- 5Y*
- 7.47%
- 10Y*
- 8.89%
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SHXPX vs. ACIIX - Expense Ratio Comparison
SHXPX has a 1.21% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
SHXPX vs. ACIIX — Risk / Return Rank
SHXPX
ACIIX
SHXPX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Beacon Shapiro Equity Opportunities Fund (SHXPX) and American Century Equity Income Fund Class I (ACIIX). 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.
| SHXPX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 0.93 | -0.50 |
Sortino ratioReturn per unit of downside risk | 0.77 | 1.35 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.19 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.46 | 1.11 | -0.65 |
Martin ratioReturn relative to average drawdown | 1.52 | 4.37 | -2.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SHXPX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 0.93 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.70 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.67 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.53 | -0.21 |
Correlation
The correlation between SHXPX and ACIIX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SHXPX vs. ACIIX - Dividend Comparison
SHXPX's dividend yield for the trailing twelve months is around 6.83%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHXPX American Beacon Shapiro Equity Opportunities Fund | 6.83% | 6.13% | 0.54% | 0.63% | 8.35% | 6.58% | 2.04% | 5.11% | 2.65% | 0.16% | 0.00% | 0.00% |
ACIIX American Century Equity Income Fund Class I | 10.28% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
SHXPX vs. ACIIX - Drawdown Comparison
The maximum SHXPX drawdown since its inception was -41.98%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for SHXPX and ACIIX.
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Drawdown Indicators
| SHXPX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.98% | -39.16% | -2.82% |
Max Drawdown (1Y)Largest decline over 1 year | -15.65% | -8.96% | -6.69% |
Max Drawdown (5Y)Largest decline over 5 years | -28.65% | -13.49% | -15.16% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.76% | — |
Current DrawdownCurrent decline from peak | -13.76% | -5.73% | -8.03% |
Average DrawdownAverage peak-to-trough decline | -7.26% | -5.26% | -2.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.78% | 2.30% | +2.48% |
Volatility
SHXPX vs. ACIIX - Volatility Comparison
American Beacon Shapiro Equity Opportunities Fund (SHXPX) has a higher volatility of 4.42% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that SHXPX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHXPX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.42% | 2.76% | +1.66% |
Volatility (6M)Calculated over the trailing 6-month period | 12.07% | 6.05% | +6.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.14% | 11.61% | +11.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.25% | 10.74% | +9.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.89% | 13.37% | +8.52% |