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American Beacon Shapiro Equity Opps Inv (SHXPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.88+0.02 (+0.14%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.88%
5-year average return8.90%
Number of years up4
Number of years down2
Best 1-yr total return (30 Jun 2024)29.56%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return29.56%
Worst 3-yr total return4.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSHXPXCategory
YTD8.79%4.44%
1-month3.41%-4.04%
3-month5.33%4.09%
1-year21.23%14.37%
3-year-0.30%6.04%
5-year11.80%9.20%
10-year0.00%8.57%
Last bull market34.88%22.97%
Last bear market-15.62%-11.27%

Annual total return (%) history

Year
SHXPXCategory
2024
N/AN/A
2023
12.58%11.63%
2022
-18.93%-5.90%
2021
24.05%26.22%
2020
18.78%2.91%
2019
29.56%25.04%
2018
-9.70%-8.53%
2017
N/A15.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.00%N/AN/AN/A
20237.01%-0.64%-5.79%12.39%
2022-3.45%-15.62%-9.41%9.85%
202116.63%5.41%-6.46%7.87%
2020-34.72%23.68%15.08%27.83%
201914.79%3.80%-2.23%11.22%
2018-4.01%9.32%6.13%-18.92%
20174.54%N/AN/AN/A

Rank in category (by total return)

YTD32
1-month34
3-month22
1-year62
3-year99
5-year42

Load adjusted returns

1-year21.23%
3-year-0.30%
5-year11.80%
10-yearN/A