SHEAX Performance — American Beacon Shapiro SMID Cap Equity Fund, A Class
Data updated: 2026-05-29
SHEAX returned −8.75% year to date and +3.14% over one year to Mar 2026. Over one year the fund trailed its US Small Blend category average: $100 grew to $103, against $120 for the category. Volatility over the past 12 months was 17.35% a year. In the 12 months to Mar 2026 the fund lost a net $8.3M, and assets reached $22.05M.
SHEAX Growth of $100
What $100 invested in American Beacon Shapiro SMID Cap Equity Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Small Blend category average over the same months.
| Period | SHEAX | Category average |
|---|---|---|
| 1 year (Apr 2025 – Mar 2026) | $103 | $120 |
| 3 years (Apr 2023 – Mar 2026) | $89 | $137 |
| Since data start (Oct 2021 – Mar 2026) | $90 | $122 |
SHEAX Trailing Returns
Total returns to Mar 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | −8.75% |
| 1 year | +3.14% |
3- and 5-year figures withheld: not verified.
SHEAX Annual Returns
Calendar-year total returns of American Beacon Shapiro SMID Cap Equity Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Mar) | −8.75% |
| 2025 | −3.15% |
| 2024 | −1.65% |
| 2023 | +9.11% |
| 2022 | −9.80% |
| 2021 (Oct–Dec) | +5.56% |
SHEAX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.5% | −3.9% | −7.3% | — | — | — | — | — | — | — | — | — |
| 2025 | −0.1% | −7.2% | −7.6% | −6.6% | +7.1% | +7.2% | +1.6% | +5.3% | −1.3% | −4.0% | +1.7% | +2.1% |
| 2024 | −2.2% | +1.4% | +3.9% | −7.2% | +4.0% | −2.2% | +7.2% | −3.0% | +0.5% | −1.7% | +6.2% | −7.1% |
| 2023 | +12.0% | −3.7% | −1.4% | −1.1% | −4.4% | +7.9% | +3.2% | −7.2% | −6.1% | −8.5% | +9.1% | +11.9% |
| 2022 | −4.5% | +3.5% | −0.9% | −6.1% | −0.7% | −8.1% | +8.2% | −2.5% | −9.5% | +11.0% | +6.9% | −5.0% |
| 2021 | — | — | — | — | — | — | — | — | — | +2.6% | −2.1% | +5.1% |
SHEAX Risk
Risk measures from monthly returns over Apr 2025 – Mar 2026.
- 1-year volatility (annualised): 17.35%
- Best month: +7.25% (Jun 2025)
- Worst month: −7.33% (Mar 2026)
SHEAX Fund Flows
Monthly money in and out of American Beacon Shapiro SMID Cap Equity Fund, from SEC Form N-PORT.
- 12-month net flow: −$8.3M
- 12-month gross sales (incl. reinvestments): $3.8M
- Sales ÷ redemptions: 0.32×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Mar 2026 | $131K | $545K | −$414K |
| Feb 2026 | $168K | $354K | −$186K |
| Jan 2026 | $79K | $1.1M | −$1.1M |
| Dec 2025 | $1.9M | $840K | $1.0M |
| Nov 2025 | $96K | $2.0M | −$1.9M |
| Oct 2025 | $172K | $502K | −$330K |
| Sep 2025 | $83K | $739K | −$656K |
| Aug 2025 | $142K | $817K | −$674K |
| Jul 2025 | $355K | $716K | −$362K |
| Jun 2025 | $134K | $1.8M | −$1.6M |
| May 2025 | $188K | $2.2M | −$2.0M |
| Apr 2025 | $423K | $592K | −$170K |
SHEAX Assets Under Management
Net assets of American Beacon Shapiro SMID Cap Equity Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-03-31 | $22.05M |
| 2025-12-31 | $25.79M |
| 2025-09-30 | $28.86M |
| 2025-06-30 | $28.92M |
| 2025-03-31 | $30.64M |
| 2024-12-31 | $37.46M |
| 2024-09-30 | $43.02M |
| 2024-06-30 | $43.35M |
| 2024-03-31 | $50.53M |
| 2023-12-31 | $52.28M |
| 2023-09-30 | $53.13M |
| 2023-06-30 | $63.11M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.