SLVIX vs. SHXPX

Last updated Jun 5, 2026

SLVIX (Columbia Select Large Cap Value Fund Institutional Class 2) and SHXPX (American Beacon Shapiro Equity Opportunities Fund) are both Large Cap Value Equities funds. At a 0.20 correlation, their price movements are largely independent. SLVIX charges 0.53%/yr vs 1.21%/yr for SHXPX.

Performance

SLVIX vs. SHXPX - Performance Comparison

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

Returns By Period

SLVIX

• 1D: -0.97%
• 1M: 3.30%
• YTD: 12.48%
• 6M: 15.09%
• 1Y: 36.59%
• 3Y*: 20.73%
• 5Y*: 11.55%
• 10Y*: 13.32%

SHXPX

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

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

SLVIX vs. SHXPX - Yearly Performance Comparison

	2026 (YTD)
SLVIX Columbia Select Large Cap Value Fund Institutional Class 2	0.88%
SHXPX American Beacon Shapiro Equity Opportunities Fund	0.32%

Correlation

The correlation between SLVIX and SHXPX is 0.20, 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 29, 2026	0.20

Return for Risk

SLVIX vs. SHXPX — Risk / Return Rank

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

SLVIX

SLVIX Risk / Return Rank: 87
SLVIX Sharpe Ratio Rank: 92
SLVIX Sortino Ratio Rank: 88
SLVIX Omega Ratio Rank: 81
SLVIX Calmar Ratio Rank: 86
SLVIX Martin Ratio Rank: 88

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.

SLVIX vs. SHXPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Columbia Select Large Cap Value Fund Institutional Class 2 (SLVIX) and American Beacon Shapiro Equity Opportunities Fund (SHXPX). 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.

	SLVIX	SHXPX	Difference
Sharpe ratio: Return per unit of total volatility	3.06	—	—
Sortino ratio: Return per unit of downside risk	4.27	—	—
Omega ratio: Gain probability vs. loss probability	1.54	—	—
Calmar ratio: Return relative to maximum drawdown	4.02	—	—
Martin ratio: Return relative to average drawdown	16.55	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	SLVIX	SHXPX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	3.06	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.73	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.72	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.45	8.85	-8.40

Drawdowns

SLVIX vs. SHXPX - Drawdown Comparison

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

Drawdown Indicators

	SLVIX	SHXPX	Difference
Max Drawdown Largest peak-to-trough decline	-59.63%	-0.13%	-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	-0.97%	-0.13%	-0.84%
Average Drawdown Average peak-to-trough decline	-8.29%	-0.03%	-8.26%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.18%	—	—

Volatility

Volatility by Period

	SLVIX	SHXPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.31%	—	—
Volatility (6M) Calculated over the trailing 6-month period	8.88%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	11.81%	2.95%	+8.86%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.91%	2.95%	+12.96%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.68%	2.95%	+15.73%

SLVIX vs. SHXPX - Expense Ratio Comparison

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

Dividends

SLVIX vs. SHXPX - Dividend Comparison

SLVIX's dividend yield for the trailing twelve months is around 7.44%, while SHXPX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
SLVIX Columbia Select Large Cap Value Fund Institutional Class 2	7.44%	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 SLVIX and SHXPX in my portfolio?

SLVIX and SHXPX have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.