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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

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 29.99%
Worst 1Y Total Return --
Number of Years Up 5
Number of Years Down 2

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

Risk Statistics

3 Years 5 Years 10 Years
SHXIXCategory AverageSHXIXCategory AverageSHXIXCategory Average
Alpha -9.2 -0.09 -2.76 -0.07 -- -0.06
BETA 1.16 0.01 1.12 0.01 -- 0.01
Mean Annual Return 0.15 0.01 1.48 0.01 -- 0.01
R-squared 79.08 0.85 75.15 0.82 -- 0.84
Standard Deviation 22.41 0.25 21.77 0.2 -- 0.17
Sharpe Ratio -0.12 0.01 0.68 0.01 -- 0.01
Treynor Ratio -4.49 0.08 12.3 0.09 -- 0.09

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