NasdaqGM - Delayed Quote • USD
American Beacon Shapiro Equity (0P0001AMVC)
At close: April 5 at 4:00 PM EDT
Fund Summary
Under normal circumstances, at least 80% of the fund's net assets (plus the amount of any borrowings for investment purposes) are invested in equity securities. It will invest primarily in U.S. common stocks. The fund seeks to achieve its investment objective by investing primarily in the common stock of companies that the fund's investment sub-advisor believes are priced below intrinsic value. It is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 29.88% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 9.17% |
| 5y Average Return | 10.30% |
| Rank in Category (ytd) | 17 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0001AMVC | Category Average | 0P0001AMVC | Category Average | 0P0001AMVC | Category Average | |
| Alpha | -7.91 | -0.01 | -5.1 | -0.03 | -- | -0.03 |
| BETA | 1.04 | 0.01 | 1.24 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.41 | 0.01 | 1.16 | 0.01 | -- | 0.01 |
| R-squared | 72.11 | 0.78 | 80.3 | 0.83 | -- | 0.84 |
| Standard Deviation | 21.6 | 0.17 | 25.33 | 0.19 | -- | 0.16 |
| Sharpe Ratio | 0.09 | 0 | 0.46 | 0 | -- | 0.01 |
| Treynor Ratio | -0.24 | 0.04 | 7.34 | 0.07 | -- | 0.08 |
Related Tickers
NSRIX Northern Global Sustainability Index Fund
23.27
+1.84%
NSRKX Northern Global Sustainability Index Fund
23.28
+1.79%
SIBAX Sit Balanced
33.85
-0.97%
FRESX Fidelity Real Estate Investment Port
40.83
+1.72%
CSRIX Cohen & Steers Instl Realty Shares
49.68
+1.60%
CSJCX Cohen & Steers Realty Shares C
67.59
+1.59%
CSJIX Cohen & Steers Realty Shares I
67.86
+1.59%
CSRSX Cohen & Steers Realty Shares L
67.89
+1.59%
CSJAX Cohen & Steers Realty Shares A
67.89
+1.59%
CSJZX Cohen & Steers Realty Shares Z
68.02
+1.58%
CSJRX Cohen & Steers Realty Shares R
68.05
+1.58%
FRLAX Franklin Real Estate Securities Adv
18.87
+1.56%
FSERX Franklin Real Estate Securities R6
18.95
+1.55%
FRRSX Franklin Real Estate Securities C
17.04
+1.55%
CNPIX Consumer Staples UltraSector ProFund Inv
75.35
+1.54%
FREEX Franklin Real Estate Securities A
18.52
+1.54%
CNPSX Consumer Staples UltraSector ProFund Svc
65.28
+1.52%
GARIX Gotham Absolute Return Institutional
22.50
-0.66%
FSUTX Fidelity Select Utilities
115.19
+1.39%
FSMEX Fidelity Select Medical Tech and Devcs
63.83
+1.38%
FIKIX Fidelity Advisor Utilities Z
43.62
+1.37%
FUGAX Fidelity Advisor Utilities A
42.51
+1.36%
FAUFX Fidelity Advisor Utilities Fund
42.64
+1.35%
FUGCX Fidelity Advisor Utilities C
41.38
+1.35%
FUGIX Fidelity Advisor Utilities I
43.64
+1.35%
NUEIX Northern US Quality ESG I
20.14
+1.31%
BCGDX Blue Current Global Dividend Fund
15.83
+1.28%
TAVFX Third Avenue Value Instl
69.22
-3.12%
NUESX Northern US Quality ESG K
20.17
+1.26%
TAVZX Third Avenue Value Z
69.22
-3.11%
TVFVX Third Avenue Value Investor
69.67
-3.12%
SREYX SEI Real Estate Y (SIMT)
16.17
+1.13%
FSRNX Fidelity Real Estate Index
16.58
+1.10%
SEIRX SEI Real Estate I (SIMT)
16.12
+1.07%
SETAX SEI Institutional Managed Trust Real Estate Fund
16.16
+1.06%
GURIX Guggenheim Risk Managed Real Estt Instl
33.02
+1.01%
PJEQX PGIM US Real Estate R6
15.04
+1.01%
PJEZX PGIM US Real Estate Z
15.04
+1.01%
GURCX Guggenheim Risk Managed Real Estt C
32.24
+1.00%
GURAX Guggenheim Risk Managed Real Estt A
32.53
+0.99%
GURPX Guggenheim Risk Managed Real Estt P
32.73
+0.99%
VAESX Virtus KAR Emerging Markets Small-Cap Fund
15.43
+0.98%
VIESX Virtus KAR Emerging Markets Small-Cap I
15.60
+0.97%
VCESX Virtus KAR Emerging Markets Small-Cap Fund
15.01
+0.94%
PRUQX PGIM Jennison Utility R6
15.04
+0.94%
PRUZX PGIM Jennison Utility Z
15.07
+0.94%
FSPHX Fidelity Select Health Care
30.03
+0.91%
VRESX Virtus KAR Emerging Markets Small-Cap R6
15.61
+0.90%
QKBGX Federated Hermes MDT Balanced R6
22.22
-0.80%
SHSCX BlackRock Health Sciences Opps Inv C
57.56
+0.89%
SHSSX BlackRock Health Sciences Opps Instl
76.27
+0.89%
SHSKX BlackRock Health Sciences Opps K
76.41
+0.88%
SHSAX BlackRock Health Sciences Opps Inv A
71.03
+0.88%
SHISX BlackRock Health Sciences Opps Svc
71.42
+0.88%
BHSRX BlackRock Health Sciences Opportunities Portfolio
68.56
+0.87%
BRIIX Baron Real Estate Income Institutional
15.19
+0.86%
VKSCX Virtus KAR Small-Mid Cap Core C
18.79
+0.86%
VKSIX Virtus KAR Small-Mid Cap Core I
20.03
+0.86%
VKSAX Virtus KAR Small-Mid Cap Core A
19.72
+0.82%
VKSRX Virtus KAR Small-Mid Cap Core R6
20.11
+0.80%
BRIUX Baron Real Estate Income R6
15.17
+0.80%
FMEIX Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF
16.15
+0.75%
FIJCX Fidelity Advisor Consumer Staples Z
94.79
+0.73%
FDFAX Fidelity Select Consumer Staples Port
95.22
+0.73%
BRUSX Bridgeway Ultra-Small Company
29.50
-3.41%
FDIGX Fidelity Advisor Consumer Staples I
94.91
+0.72%
FDCGX Fidelity Advisor Consumer Staples C
90.76
+0.72%
JFNCX Janus Henderson Global Life Sciences Fund
67.19
+0.72%
FDAGX Fidelity Advisor Consumer Staples A
93.92
+0.72%
BIVSX Invenomic Super Institutional
18.24
+0.72%
JFNAX Janus Henderson Global Life Sciences Fund
77.18
+0.72%
FDTGX Fidelity Advisor Consumer Staples M
92.69
+0.72%
JFNNX Janus Henderson Global Life Sciences Fund Class N Shares
79.00
+0.71%
JNGLX Janus Henderson Global Life Sciences D
79.10
+0.71%
JFNIX Janus Henderson Global Life Sciences Fund
79.27
+0.71%
JFNSX Janus Henderson Global Life Sciences Fund
75.11
+0.71%
PTIAX Performance Trust Total Return Bd Inst
19.98
+0.71%
PTAOX Performance Trust Total Return Bd A
19.98
+0.71%
JAGLX Janus Henderson Global Life Sciences T
78.57
+0.70%
BIVRX Invenomic Investor
17.55
+0.69%
BIVIX Invenomic Institutional
17.96
+0.67%
BMDIX Baird Mid Cap Growth Institutional
24.17
+0.67%
WSBFX Boston Trust Walden Balanced
22.95
+0.66%
PTCOX Performance Trust Total Return Bd C
19.89
+0.66%
BMDSX Baird Mid Cap Growth Investor
21.93
+0.64%
NOMIX Northern Mid Cap Index
22.41
+0.63%
PRHSX T. Rowe Price Health Sciences
98.03
+0.63%
THISX T. Rowe Price Health Sciences I
98.34
+0.62%
CNDRX Columbia Bond Adv
29.86
+0.61%
CNFRX Columbia Bond Inst2
29.81
+0.57%
CNDAX Columbia Bond A
29.89
+0.57%
UMMGX Columbia Bond Fund
29.89
+0.57%
LKBAX LKCM Balanced
28.16
+0.57%
CBFYX Columbia Bond Inst3
29.95
+0.57%
BOSOX Boston Trust Walden Small Cap
18.94
+0.53%
FMGIX Frontier MFG Core Infrastructure Instl
17.56
+0.53%
FCIVX Frontier MFG Core Infrastructure Service
17.58
+0.53%
BTMFX Boston Trust Midcap
24.92
+0.52%
FTSIX FullerThaler Behvrl S-M Cor Eq Instl
39.39
+0.51%
BTEFX Boston Trust Equity
43.66
+0.51%