SHXPX vs. SLVIX

Last updated Jul 14, 2026

SHXPX (American Beacon Shapiro Equity Opportunities Fund) and SLVIX (Columbia Select Large Cap Value Fund Institutional Class 2) are both Large Cap Value Equities funds. At a 0.13 correlation, their price movements are largely independent. SHXPX charges 1.21%/yr vs 0.53%/yr for SLVIX.

Performance

SHXPX vs. SLVIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Beacon Shapiro Equity Opportunities Fund (SHXPX) and Columbia Select Large Cap Value Fund Institutional Class 2 (SLVIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SHXPX

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

SLVIX

• 1D: 0.17%
• 1M: 1.11%
• 6M: 11.61%
• YTD: 15.72%
• 1Y: 34.86%
• 3Y*: 20.00%
• 5Y*: 13.03%
• 10Y*: 13.46%

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

SHXPX vs. SLVIX - Yearly Performance Comparison

	2026 (YTD)
SHXPX American Beacon Shapiro Equity Opportunities Fund	0.65%
SLVIX Columbia Select Large Cap Value Fund Institutional Class 2	3.52%

Correlation

The correlation between SHXPX and SLVIX is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 28, 2026	0.13

Return for Risk

SHXPX vs. SLVIX — 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.

SLVIX

SLVIX Risk / Return Rank: 92
SLVIX Sharpe Ratio Rank: 96
SLVIX Sortino Ratio Rank: 93
SLVIX Omega Ratio Rank: 88
SLVIX Calmar Ratio Rank: 92
SLVIX Martin Ratio Rank: 94

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. SLVIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Beacon Shapiro Equity Opportunities Fund (SHXPX) and Columbia Select Large Cap Value Fund Institutional Class 2 (SLVIX). 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	SLVIX	Difference
Sharpe ratio: Return per unit of total volatility	—	2.83	—
Sortino ratio: Return per unit of downside risk	—	3.96	—
Omega ratio: Gain probability vs. loss probability	—	1.50	—
Calmar ratio: Return relative to maximum drawdown	—	3.86	—
Martin ratio: Return relative to average drawdown	—	15.72	—

Drawdowns

SHXPX vs. SLVIX - Drawdown Comparison

The maximum SHXPX drawdown since its inception was -0.13%, smaller than the maximum SLVIX drawdown of -59.63%. Use the drawdown chart below to compare losses from any high point for SHXPX and SLVIX.

Drawdown Indicators

	SHXPX	SLVIX	Difference
Max Drawdown Largest peak-to-trough decline	-0.13%	-59.63%	+59.50%
Max Drawdown (1Y) Largest decline over 1 year	—	-9.00%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-14.71%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-18.35%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-41.46%	—
Current Drawdown Current decline from peak	0.00%	-0.06%	+0.06%
Average Drawdown Average peak-to-trough decline	-0.01%	-8.26%	+8.25%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.20%	—

Volatility

Volatility by Period

	SHXPX	SLVIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.36%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.38%	—
Volatility (1Y) Calculated over the trailing 1-year period	1.33%	12.28%	-10.95%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	1.33%	15.91%	-14.58%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	1.33%	18.61%	-17.28%

SHXPX vs. SLVIX - Expense Ratio Comparison

SHXPX has a 1.21% expense ratio, which is higher than SLVIX's 0.53% expense ratio.

Dividends

SHXPX vs. SLVIX - Dividend Comparison

SHXPX's dividend yield for the trailing twelve months is around 108.18%, more than SLVIX's 7.23% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
SLVIX Columbia Select Large Cap Value Fund Institutional Class 2	7.23%	8.37%	3.62%	3.75%	1.62%	5.95%	7.47%	6.97%	5.02%	3.73%	6.95%	4.71%

Frequently Asked Questions

Can I hold both SHXPX and SLVIX in my portfolio?

SHXPX and SLVIX have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.