SHXPX vs. CFVLX

Last updated Jun 23, 2026

SHXPX (American Beacon Shapiro Equity Opportunities Fund) and CFVLX (Commerce Value Fund) are both Large Cap Value Equities funds. At a correlation of -0.24, they often move in opposite directions. SHXPX charges 1.21%/yr vs 0.67%/yr for CFVLX.

Performance

SHXPX vs. CFVLX - Performance Comparison

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

Returns By Period

SHXPX

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

CFVLX

• 1D: 0.37%
• 1M: 0.51%
• YTD: 11.93%
• 6M: 11.41%
• 1Y: 23.37%
• 3Y*: 13.89%
• 5Y*: 9.00%
• 10Y*: 10.10%

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

SHXPX vs. CFVLX - Yearly Performance Comparison

	2026 (YTD)
SHXPX American Beacon Shapiro Equity Opportunities Fund	0.52%
CFVLX Commerce Value Fund	0.65%

Correlation

The correlation between SHXPX and CFVLX is -0.24, 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	-0.24

Return for Risk

SHXPX vs. CFVLX — Risk / Return Rank

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

SHXPX

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

CFVLX

CFVLX Risk / Return Rank: 72
CFVLX Sharpe Ratio Rank: 72
CFVLX Sortino Ratio Rank: 76
CFVLX Omega Ratio Rank: 63
CFVLX Calmar Ratio Rank: 77
CFVLX Martin Ratio Rank: 74

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.

SHXPX vs. CFVLX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Beacon Shapiro Equity Opportunities Fund (SHXPX) and Commerce Value Fund (CFVLX). 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.

	SHXPX	CFVLX	Difference
Sharpe ratio: Return per unit of total volatility	—	2.27	—
Sortino ratio: Return per unit of downside risk	—	3.31	—
Omega ratio: Gain probability vs. loss probability	—	1.40	—
Calmar ratio: Return relative to maximum drawdown	—	3.29	—
Martin ratio: Return relative to average drawdown	—	13.02	—

Drawdowns

SHXPX vs. CFVLX - Drawdown Comparison

The maximum SHXPX drawdown since its inception was -0.13%, smaller than the maximum CFVLX drawdown of -58.89%. Use the drawdown chart below to compare losses from any high point for SHXPX and CFVLX.

Drawdown Indicators

	SHXPX	CFVLX	Difference
Max Drawdown Largest peak-to-trough decline	-0.13%	-58.89%	+58.76%
Max Drawdown (1Y) Largest decline over 1 year	—	-7.23%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-14.55%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-17.86%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.70%	—
Current Drawdown Current decline from peak	0.00%	-0.81%	+0.81%
Average Drawdown Average peak-to-trough decline	-0.01%	-9.28%	+9.27%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.82%	—

Volatility

Volatility by Period

	SHXPX	CFVLX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.56%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.27%	—
Volatility (1Y) Calculated over the trailing 1-year period	1.45%	10.46%	-9.01%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	1.45%	14.33%	-12.88%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	1.45%	16.63%	-15.18%

SHXPX vs. CFVLX - Expense Ratio Comparison

SHXPX has a 1.21% expense ratio, which is higher than CFVLX's 0.67% expense ratio.

Dividends

SHXPX vs. CFVLX - Dividend Comparison

SHXPX has not paid dividends to shareholders, while CFVLX's dividend yield for the trailing twelve months is around 9.84%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CFVLX Commerce Value Fund	9.84%	12.19%	8.28%	6.41%	8.52%	5.20%	2.70%	7.40%	13.10%	13.15%	4.32%	3.12%
SHXPX American Beacon Shapiro Equity Opportunities 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 SHXPX and CFVLX in my portfolio?

SHXPX and CFVLX have a correlation of -0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.