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Nasdaq - Delayed Quote USD

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

14.33
-0.24
(-1.65%)
At close: 8:01:35 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 4.14%
5y Average Return 8.67%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Feb 21, 2025) 29.56%
Worst 1Y Total Return (Feb 21, 2025) --
Best 3Y Total Return 29.56%
Worst 3Y Total Return -1.19%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SHXPX
Category
YTD
3.63%
21.28%
1-Month
3.63%
-1.96%
3-Month
1.18%
4.90%
1-Year
9.44%
55.83%
3-Year
0.86%
11.08%
5-Year
9.29%
11.93%
10-Year
0.00%
10.64%
Last Bull Market
7.77%
25.54%
Last Bear Market
-15.62%
-22.08%

Annual Total Return (%) History

Year
SHXPX
Category
2024
5.69%
--
2023
12.58%
--
2022
-18.93%
--
2021
24.05%
--
2020
18.78%
2.63%
2019
29.56%
25.18%
2018
-9.70%
-12.86%
2017
--
13.22%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.00% -3.79% 3.72% -4.59%
2023 7.01% -0.64% -5.79% 12.39%
2022 -3.45% -15.62% -9.41% 9.85%
2021 16.63% 5.41% -6.46% 7.87%
2020 -34.72% 23.68% 15.08% 27.83%
2019 14.79% 3.80% -2.23% 11.22%
2018 -4.01% 9.32% 6.13% -18.92%
2017 4.54% -- -- --

Rank in Category (By Total Return)

YTD 37
1-Month 37
3-Month 80
1-Year 91
3-Year 100
5-Year 69

Load Adjusted Returns

1-Year 9.44%
3-Year 0.86%
5-Year 9.29%
10-Year --

Performance & Risk

YTD Return 4.14%
5y Average Return 8.67%
Rank in Category (ytd) 37
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family American Beacon
Net Assets 112.85M
YTD Return 3.63%
Yield 0.52%
Morningstar Rating
Inception Date Oct 29, 2021

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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