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Nasdaq - Delayed Quote USD

American Beacon Funds - American Beacon Shapiro Equity Opportunities Fund (SHXIX)

12.72
-0.09
(-0.70%)
At close: 8:02:12 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -8.88%
5y Average Return 11.80%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Apr 30, 2025) 29.99%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 29.99%
Worst 3Y Total Return -0.87%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SHXIX
Category
YTD
-2.58%
21.28%
1-Month
-5.62%
-1.96%
3-Month
-2.58%
4.90%
1-Year
-6.91%
55.83%
3-Year
-0.58%
11.08%
5-Year
16.56%
11.93%
10-Year
0.00%
10.64%
Last Bull Market
8.10%
25.54%
Last Bear Market
-15.58%
-22.08%

Annual Total Return (%) History

Year
SHXIX
Category
2025
--
--
2024
6.16%
--
2023
12.81%
--
2022
-18.65%
--
2021
24.35%
--
2020
19.30%
2.63%
2019
29.99%
25.18%
2018
-9.32%
-12.86%

2017
--
13.22%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.58% -- -- --
2024 11.09% -3.60% 3.81% -4.51%
2023 7.00% -0.55% -5.79% 12.52%
2022 -3.41% -15.58% -9.30% 10.00%
2021 16.67% 5.54% -6.38% 7.87%
2020 -34.56% 23.72% 15.25% 27.85%
2019 14.81% 3.96% -2.13% 11.27%
2018 -3.91% 9.40% 6.38% -18.91%
2017 4.64% -- -- --

Rank in Category (By Total Return)

YTD 62
1-Month 93
3-Month 62
1-Year 97
3-Year 100
5-Year 64

Load Adjusted Returns

1-Year -6.91%
3-Year -0.58%
5-Year 16.56%
10-Year --

Performance & Risk

YTD Return -8.88%
5y Average Return 11.80%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family American Beacon
Net Assets 100.2M
YTD Return -2.58%
Yield 0.78%
Morningstar Rating
Inception Date Sep 12, 2017

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.

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