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American Beacon Shapiro Equity Opps Y (SHXYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.09+0.04 (+0.28%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.74%
5-year average return9.14%
Number of years up4
Number of years down2
Best 1-yr total return (4 Jul 2024)29.88%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return29.88%
Worst 3-yr total return4.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSHXYXCategory
YTD6.82%4.44%
1-month-1.88%-4.04%
3-month-3.82%4.09%
1-year13.23%14.37%
3-year-0.40%6.04%
5-year9.53%9.20%
10-year0.00%8.57%
Last bull market35.04%22.97%
Last bear market-15.55%-11.27%

Annual total return (%) history

Year
SHXYXCategory
2024
N/AN/A
2023
12.73%11.63%
2022
-18.75%-5.90%
2021
24.25%26.22%
2020
19.14%2.91%
2019
29.88%25.04%
2018
-9.32%-8.53%
2017
N/A15.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.06%-3.82%N/AN/A
20237.03%-0.63%-5.73%12.45%
2022-3.42%-15.55%-9.32%9.87%
202116.63%5.49%-6.40%7.90%
2020-34.59%23.75%15.16%27.81%
201914.81%3.96%-2.22%11.28%
2018-3.82%9.39%6.28%-18.91%
20174.64%N/AN/AN/A

Rank in category (by total return)

YTD56
1-month95
3-month90
1-year64
3-year99
5-year57

Load adjusted returns

1-year13.23%
3-year-0.40%
5-year9.53%
10-yearN/A