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American Beacon Shapiro SMID Cap Eq R5 (SHDIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.83+0.02 (+0.19%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-2.34%
5-Year Average Return8.21%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Jul 4, 2024)28.17%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return28.17%
Worst 3-Yr Total Return5.93%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSHDIXCategory
YTD-2.61%26.79%
1-Month-2.26%-1.77%
3-Month-5.59%4.45%
1-Year-1.94%71.02%
3-Year-0.59%9.35%
5-Year8.44%12.17%
10-Year0.00%9.95%
Last Bull Market26.18%28.07%
Last Bear Market-14.18%-24.24%

Annual Total Return (%) History

Year
SHDIXCategory
2024
N/AN/A
2023
9.45%N/A
2022
-9.43%N/A
2021
28.17%N/A
2020
12.65%4.02%
2019
26.45%21.43%
2018
-16.56%-15.46%
2017
N/A8.54%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.16%-5.59%N/AN/A
20236.40%2.15%-10.02%11.91%
2022-2.11%-14.18%-4.44%12.82%
202118.22%6.54%-3.73%5.70%
2020-37.56%24.92%6.96%35.05%
201914.99%2.21%-0.72%8.37%
2018-5.63%11.34%2.72%-22.70%
20174.53%N/AN/AN/A

Rank In Category (By Total Return)

YTD80
1-Month43
3-Month80
1-Year99
3-Year89
5-Year55

Load Adjusted Returns

1-Year-1.94%
3-Year-0.59%
5-Year8.44%
10-YearN/A