TDVFX vs. SHDPX

Last updated Jun 4, 2026

TDVFX (Towle Deep Value Fund) and SHDPX (American Beacon Shapiro SMID Cap Equity Fund) are both Small Cap Value Equities funds. TDVFX charges 1.10%/yr vs 2.31%/yr for SHDPX.

Performance

TDVFX vs. SHDPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Towle Deep Value Fund (TDVFX) and American Beacon Shapiro SMID Cap Equity Fund (SHDPX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

TDVFX

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

SHDPX

• 1D: 0.12%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

TDVFX vs. SHDPX - Yearly Performance Comparison

	2026 (YTD)
TDVFX Towle Deep Value Fund	0.00%
SHDPX American Beacon Shapiro SMID Cap Equity Fund	0.12%

Return for Risk

TDVFX vs. SHDPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Towle Deep Value Fund (TDVFX) and American Beacon Shapiro SMID Cap Equity Fund (SHDPX). 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.

Sharpe Ratios by Period

	TDVFX	SHDPX	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	—	11.78	—

Drawdowns

Drawdown Indicators

	TDVFX	SHDPX	Difference
Max Drawdown Largest peak-to-trough decline	—	0.00%	—
Current Drawdown Current decline from peak	—	0.00%	—
Average Drawdown Average peak-to-trough decline	—	0.00%	—

Volatility

Volatility by Period

	TDVFX	SHDPX	Difference
Volatility (1Y) Calculated over the trailing 1-year period	—	1.07%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	1.07%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	1.07%	—

TDVFX vs. SHDPX - Expense Ratio Comparison

TDVFX has a 1.10% expense ratio, which is lower than SHDPX's 2.31% expense ratio.

Dividends

TDVFX vs. SHDPX - Dividend Comparison

TDVFX's dividend yield for the trailing twelve months is around 0.53%, while SHDPX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SHDPX American Beacon Shapiro SMID Cap Equity 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%
TDVFX Towle Deep Value Fund	0.53%	0.46%	1.72%	2.10%	7.93%	0.00%	0.07%	0.93%	11.24%	22.54%	0.00%	4.33%