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SHXPX vs. FLCCX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SHXPX vs. FLCCX - 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 C (FLCCX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


SHXPX

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

FLCCX

1D
0.00%
1M
0.00%
YTD
0.00%
6M
0.00%
1Y
11.41%
3Y*
18.09%
5Y*
11.26%
10Y*
13.12%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SHXPX vs. FLCCX - Yearly Performance Comparison


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Return for Risk

SHXPX vs. FLCCX — Risk / Return Rank

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

SHXPX

FLCCX
FLCCX Risk / Return Rank: 3838
Overall Rank
FLCCX Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
FLCCX Sortino Ratio Rank: 3131
Sortino Ratio Rank
FLCCX Omega Ratio Rank: 6464
Omega Ratio Rank
FLCCX Calmar Ratio Rank: 4747
Calmar Ratio Rank
FLCCX Martin Ratio Rank: 1616
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. FLCCX - 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 C (FLCCX). 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.

SHXPX vs. FLCCX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


SHXPXFLCCXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.65

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.71

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.72

Sharpe Ratio (All Time)

Calculated using the full available price history

8.85

0.43

+8.42

Drawdowns

SHXPX vs. FLCCX - Drawdown Comparison

The maximum SHXPX drawdown since its inception was -0.13%, smaller than the maximum FLCCX drawdown of -65.81%. Use the drawdown chart below to compare losses from any high point for SHXPX and FLCCX.


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Drawdown Indicators


SHXPXFLCCXDifference

Max Drawdown

Largest peak-to-trough decline

-0.13%

-65.81%

+65.68%

Max Drawdown (1Y)

Largest decline over 1 year

-5.10%

Max Drawdown (3Y)

Largest decline over 3 years

-19.06%

Max Drawdown (5Y)

Largest decline over 5 years

-22.04%

Max Drawdown (10Y)

Largest decline over 10 years

-37.63%

Current Drawdown

Current decline from peak

-0.13%

-4.23%

+4.10%

Average Drawdown

Average peak-to-trough decline

-0.03%

-15.48%

+15.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.83%

Volatility

SHXPX vs. FLCCX - Volatility Comparison


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Volatility by Period


SHXPXFLCCXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

Volatility (6M)

Calculated over the trailing 6-month period

4.11%

Volatility (1Y)

Calculated over the trailing 1-year period

2.95%

8.04%

-5.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.95%

16.44%

-13.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.95%

18.59%

-15.64%

SHXPX vs. FLCCX - Expense Ratio Comparison

SHXPX has a 1.21% expense ratio, which is lower than FLCCX's 1.57% expense ratio.


Dividends

SHXPX vs. FLCCX - Dividend Comparison

SHXPX has not paid dividends to shareholders, while FLCCX's dividend yield for the trailing twelve months is around 6.79%.


PositionTTM20252024202320222021202020192018201720162015
FLCCX
Fidelity Advisor Large Cap Fund Class C
6.79%6.79%6.81%3.27%1.77%6.87%5.44%8.90%18.35%7.06%1.65%2.52%
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%
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