SHXPX vs. PSECX
Compare and contrast key facts about American Beacon Shapiro Equity Opportunities Fund (SHXPX) and 1789 Growth and Income Fund (PSECX).
SHXPX is managed by American Beacon. It was launched on Sep 12, 2017. PSECX is managed by Pinnacle Capital Management. It was launched on Jan 21, 2011.
Performance
SHXPX vs. PSECX - Performance Comparison
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SHXPX vs. PSECX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SHXPX American Beacon Shapiro Equity Opportunities Fund | -8.03% | 19.14% | 5.69% | 12.59% | -19.01% | 24.08% | 18.78% | 13.96% | 2.72% | 0.16% |
PSECX 1789 Growth and Income Fund | -0.58% | 8.04% | 14.49% | 10.64% | -10.66% | 25.43% | 0.78% | 23.99% | -5.18% | 3.92% |
Returns By Period
In the year-to-date period, SHXPX achieves a -8.03% return, which is significantly lower than PSECX's -0.58% return.
SHXPX
- 1D
- 2.53%
- 1M
- -6.21%
- YTD
- -8.03%
- 6M
- -5.48%
- 1Y
- 12.76%
- 3Y*
- 6.81%
- 5Y*
- 2.13%
- 10Y*
- —
PSECX
- 1D
- 1.46%
- 1M
- -5.95%
- YTD
- -0.58%
- 6M
- -1.96%
- 1Y
- 8.21%
- 3Y*
- 10.31%
- 5Y*
- 7.34%
- 10Y*
- 7.01%
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SHXPX vs. PSECX - Expense Ratio Comparison
SHXPX has a 1.21% expense ratio, which is lower than PSECX's 2.02% expense ratio.
Return for Risk
SHXPX vs. PSECX — Risk / Return Rank
SHXPX
PSECX
SHXPX vs. PSECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Beacon Shapiro Equity Opportunities Fund (SHXPX) and 1789 Growth and Income Fund (PSECX). 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 | PSECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 0.63 | -0.09 |
Sortino ratioReturn per unit of downside risk | 0.93 | 1.00 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.13 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.80 | 1.11 | -0.31 |
Martin ratioReturn relative to average drawdown | 2.59 | 4.41 | -1.82 |
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 | PSECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 0.63 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.62 | -0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.53 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.54 | -0.21 |
Correlation
The correlation between SHXPX and PSECX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SHXPX vs. PSECX - Dividend Comparison
SHXPX's dividend yield for the trailing twelve months is around 6.67%, more than PSECX's 0.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHXPX American Beacon Shapiro Equity Opportunities Fund | 6.67% | 6.13% | 0.54% | 0.63% | 8.35% | 6.58% | 2.04% | 5.11% | 2.65% | 0.16% | 0.00% | 0.00% |
PSECX 1789 Growth and Income Fund | 0.85% | 0.85% | 3.88% | 2.71% | 4.60% | 1.53% | 0.27% | 1.16% | 6.78% | 0.59% | 0.31% | 5.12% |
Drawdowns
SHXPX vs. PSECX - Drawdown Comparison
The maximum SHXPX drawdown since its inception was -41.98%, which is greater than PSECX's maximum drawdown of -31.13%. Use the drawdown chart below to compare losses from any high point for SHXPX and PSECX.
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Drawdown Indicators
| SHXPX | PSECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.98% | -31.13% | -10.85% |
Max Drawdown (1Y)Largest decline over 1 year | -15.65% | -8.36% | -7.29% |
Max Drawdown (5Y)Largest decline over 5 years | -28.65% | -18.47% | -10.18% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.13% | — |
Current DrawdownCurrent decline from peak | -11.58% | -6.09% | -5.49% |
Average DrawdownAverage peak-to-trough decline | -7.26% | -3.90% | -3.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.83% | 2.10% | +2.73% |
Volatility
SHXPX vs. PSECX - Volatility Comparison
American Beacon Shapiro Equity Opportunities Fund (SHXPX) has a higher volatility of 5.30% compared to 1789 Growth and Income Fund (PSECX) at 3.54%. This indicates that SHXPX's price experiences larger fluctuations and is considered to be riskier than PSECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHXPX | PSECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.30% | 3.54% | +1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 12.34% | 7.74% | +4.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.22% | 13.18% | +10.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.28% | 11.92% | +8.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.91% | 13.18% | +8.73% |