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SHXPX vs. FALGX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

SHXPX vs. FALGX

Last updated Jul 14, 2026
Documentation

SHXPX (American Beacon Shapiro Equity Opportunities Fund) and FALGX (Fidelity Advisor Large Cap Fund Class M) are both Large Cap Value Equities funds. SHXPX charges 1.21%/yr vs 1.05%/yr for FALGX.

Performance

SHXPX vs. FALGX - Performance Comparison

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

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Returns By Period

SHXPX

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

FALGX

1D
0.00%
1M
0.00%
6M
0.00%
YTD
0.00%
1Y
4.93%
3Y*
15.51%
5Y*
10.64%
10Y*
13.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SHXPX vs. FALGX - Yearly Performance Comparison

2026 (YTD)
SHXPX
American Beacon Shapiro Equity Opportunities Fund		0.65%
FALGX
Fidelity Advisor Large Cap Fund Class M		0.00%

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American Beacon Shapiro Equity Opportunities Fund

Fidelity Advisor Large Cap Fund Class M

Often compared with SHXPX:
SHXPX vs. SPUSSHXPX vs. VONGSHXPX vs. AADBXSHXPX vs. AADEXSHXPX vs. ADNPXSHXPX vs. AHLPXSHXPX vs. AAIEX
Often compared with FALGX:
FALGX vs. FAGOXFALGX vs. QQQFALGX vs. FXAIXFALGX vs. TRBCXFALGX vs. FACGXFALGX vs. AVERXFALGX vs. ACTIX

Return for Risk

SHXPX vs. FALGX — 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.

FALGX
FALGX Risk / Return Rank: 1818
Overall Rank
FALGX Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
FALGX Sortino Ratio Rank: 1414
Sortino Ratio Rank
FALGX Omega Ratio Rank: 3333
Omega Ratio Rank
FALGX Calmar Ratio Rank: 1919
Calmar Ratio Rank
FALGX Martin Ratio Rank: 99
Martin Ratio Rank
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. FALGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Beacon Shapiro Equity Opportunities Fund (SHXPX) and Fidelity Advisor Large Cap Fund Class M (FALGX). 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.

SHXPXFALGXDifference
Sharpe ratioReturn per unit of total volatility

—

0.79

—

Sortino ratioReturn per unit of downside risk

—

1.14

—

Omega ratioGain probability vs. loss probability

—

1.23

—

Calmar ratioReturn relative to maximum drawdown

—

1.17

—

Martin ratioReturn relative to average drawdown

—

1.82

—

SHXPX vs. FALGX - Sharpe Ratio Comparison

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Drawdowns

SHXPX vs. FALGX - Drawdown Comparison

The maximum SHXPX drawdown since its inception was -0.13%, smaller than the maximum FALGX drawdown of -64.07%. Use the drawdown chart below to compare losses from any high point for SHXPX and FALGX.

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Drawdown Indicators

SHXPXFALGXDifference

Max Drawdown

Largest peak-to-trough decline

-0.13%

-64.07%

+63.94%

Max Drawdown (1Y)

Largest decline over 1 year

—

-5.06%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-21.78%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-21.78%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-37.58%

—

Current Drawdown

Current decline from peak

0.00%

-4.20%

+4.20%

Average Drawdown

Average peak-to-trough decline

-0.01%

-14.40%

+14.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

3.04%

—

Volatility

SHXPX vs. FALGX - Volatility Comparison

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Volatility by Period

SHXPXFALGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

0.00%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

2.37%

—

Volatility (1Y)

Calculated over the trailing 1-year period

1.33%

7.50%

-6.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.33%

16.57%

-15.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.33%

18.53%

-17.20%

SHXPX vs. FALGX - Expense Ratio Comparison

SHXPX has a 1.21% expense ratio, which is higher than FALGX's 1.05% expense ratio.

Dividends

SHXPX vs. FALGX - Dividend Comparison

SHXPX's dividend yield for the trailing twelve months is around 108.18%, more than FALGX's 5.76% yield.

PositionTTM20252024202320222021202020192018201720162015
FALGX
Fidelity Advisor Large Cap Fund Class M		5.76%5.76%0.00%3.20%1.91%6.44%5.25%8.39%16.99%6.42%1.85%2.74%
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%
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