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American Beacon Shapiro SMID Cap Eq R5 (SHDIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.82+0.01 (+0.09%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.43%
5-year average return8.73%
Number of years up4
Number of years down2
Best 1-yr total return (20 Jun 2024)28.17%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return28.17%
Worst 3-yr total return5.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSHDIXCategory
YTD-0.36%26.79%
1-month4.05%-1.77%
3-month0.45%4.45%
1-year8.36%71.02%
3-year-0.22%9.35%
5-year10.87%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%N/AN/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)

YTD85
1-month63
3-month92
1-year98
3-year88
5-year47

Load adjusted returns

1-year8.36%
3-year-0.22%
5-year10.87%
10-yearN/A