American Beacon Competition

SHXPX Fund

USD 16.05 0.19 1.20%

American Beacon Shapiro competes with James Small, Guggenheim Large, Amg River, Innovator ETFs, and Nasdaq 100; as well as few others. The fund is listed under Mid-Cap Value category and is part of American Beacon family. Analyzing American Beacon competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of American Beacon to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out American Beacon Correlation with its peers.

American Beacon vs Simt Mid Correlation

Poor diversification

The correlation between American Beacon Shapiro and SIPIX is 0.66 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding American Beacon Shapiro and SIPIX in the same portfolio, assuming nothing else is changed.

Moving together with American Mutual Fund

0.72	VMVAX	Vanguard Mid Cap	Pair Corr
0.71	JVMAX	John Hancock Disciplined	Pair Corr
0.73	JVMIX	John Hancock Disciplined	Pair Corr
0.72	VMVIX	Vanguard Mid Cap	Pair Corr
0.64	JMVZX	Jpmorgan Mid Cap	Pair Corr

Moving against American Mutual Fund

0.77	UIPIX	Ultrashort Mid Cap	Pair Corr
0.6	CESGX	Coho Relative Value	Pair Corr
0.42	TCSUX	Cleartrack 2020 Class	Pair Corr
0.33	TCTGX	Transamerica Cleartrack	Pair Corr
0.33	TCTJX	Transamerica Cleartrack	Pair Corr

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Hype

Prediction

Low	Estimated	High
15.14	16.05	16.96

Details

Intrinsic

Valuation

Low	Real	High
14.90	15.81	16.72

Details

Naive

Forecast

Low	Next	High
15.07	15.98	16.88

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
15.21	15.71	16.22

Details

American Beacon Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between American Beacon and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of American and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of American Beacon Shapiro does not affect the price movement of the other competitor.

	JASCX	GILCX	ARDEX	IJUN	OTPIX	TTDAX	CAMSX	JAMFX	SFDYX	SIPIX
JASCX		0.7	0.85	0.91	0.48	0.67	0.91	-0.07	0.85	0.85	JASCX
GILCX	0.7		0.59	0.76	0.43	0.89	0.69	0.32	0.61	0.6	GILCX
ARDEX	0.85	0.59		0.87	0.39	0.53	0.94	-0.15	0.97	0.97	ARDEX
IJUN	0.91	0.76	0.87		0.63	0.75	0.95	0.05	0.89	0.89	IJUN
OTPIX	0.48	0.43	0.39	0.63		0.75	0.56	0.48	0.45	0.45	OTPIX
TTDAX	0.67	0.89	0.53	0.75	0.75		0.67	0.49	0.56	0.56	TTDAX
CAMSX	0.91	0.69	0.94	0.95	0.56	0.67		-0.07	0.96	0.96	CAMSX
JAMFX	-0.07	0.32	-0.15	0.05	0.48	0.49	-0.07		-0.13	-0.13	JAMFX
SFDYX	0.85	0.61	0.97	0.89	0.45	0.56	0.96	-0.13		1.0	SFDYX
SIPIX	0.85	0.6	0.97	0.89	0.45	0.56	0.96	-0.13	1.0		SIPIX
	JASCX	GILCX	ARDEX	IJUN	OTPIX	TTDAX	CAMSX	JAMFX	SFDYX	SIPIX

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High positive correlations

SIPIX	+ 1.0	SFDYX
SFDYX	+ 0.97	ARDEX
SIPIX	+ 0.97	ARDEX
SFDYX	+ 0.96	CAMSX
SIPIX	+ 0.96	CAMSX
CAMSX	+ 0.95	IJUN

High negative correlations

JAMFX	- 0.15	ARDEX
SIPIX	- 0.13	JAMFX
SFDYX	- 0.13	JAMFX
JAMFX	- 0.07	CAMSX
JAMFX	- 0.07	JASCX

Risk-Adjusted Indicators

There is a big difference between American Mutual Fund performing well and American Beacon Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze American Beacon's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
JASCX	0.77	0.11	0.13	0.21	0.53	(0.92)	2.05	(1.38)	5.29
GILCX	0.52	(0.02)	(0.07)	0.07	0.55	(0.57)	1.01	(1.01)	3.04
ARDEX	0.99	0.50	0.61	80.03	0.00	(1.39)	1.07	(0.79)	28.27
IJUN	0.31	0.01	(0.10)	0.12	0.29	(0.34)	0.63	(0.67)	1.73
OTPIX	0.80	(0.04)	(0.04)	0.05	1.08	(0.79)	1.80	(2.06)	4.74
TTDAX	0.54	(0.04)	(0.07)	0.04	0.78	(0.55)	1.05	(1.40)	3.40
CAMSX	0.95	0.23	0.22	0.31	0.60	(1.17)	1.87	(1.42)	13.04
JAMFX	1.38	(0.29)	0.00	(0.09)	0.00	0.00	2.44	(3.18)	6.81
SFDYX	1.12	0.47	0.49	1.11	0.00	(1.45)	1.52	(1.36)	28.44
SIPIX	1.13	0.47	0.50	1.12	0.00	(1.46)	1.49	(1.40)	28.63

American Beacon Competitive Analysis

The better you understand American Beacon competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, American Beacon's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across American Beacon's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	SHXPX	JASCX	GILCX	ARDEX	IJUN	OTPIX	TTDAX	CAMSX	JAMFX	SFDYX
	1.20 16.05 American	0.02 45.19 James	0.21 43.77 Guggenheim	0.58 5.19 Amg	0.27 29.74 Innovator	0.75 52.49 Nasdaq	0.46 10.85 Toews	0.06 17.27 Cambiar	1.75 6.40 Jacob	0.18 27.97 SIMT
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Abnormally volatile	Very steady	Very steady	Very steady	Very steady	Somewhat reliable	Not too volatile
Market Performance (90 Days Performance)	Fair	Good	Fair	Good	Fair	Weak	Soft	Good	Weakest	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Under Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Buy	Strong Hold	Not Rated	Hold	Strong Hold	Strong Hold	Strong Buy	Hold	Strong Hold
Net Asset	66.17 M	73.89 M	37.75 M	65.19 M	N/A	125.29 M	71.43 M	64.65 M	53.12 M	135.3 M
Minimum Initial Investment	N/A	2 K	2 M	N/A	N/A	15 K	10 K	N/A	2.5 K	N/A
Price To Book	N/A	2.03	1.45	2.38	N/A	4.42	N/A	1.76	3.34	N/A
Five Year Return	6.62	14.95	11.88	7.83	N/A	12.82	2.4	6.79	-7.32	10.03
One Year Return	19.37	14.1	15.89	5.92	18.7	21.68	11.26	12.27	3.66	10.61
Last Dividend Paid	0.05	0.13	1.44	0.02	N/A	N/A	0.07	0.06	N/A	0.05
Price To Earning	N/A	15.45	15.82	17.62	N/A	2.01	N/A	17.57	1.54	N/A
Price To Sales	N/A	0.85	1.23	1.48	N/A	2.8	N/A	0.69	4.0	N/A
Cash Position Weight	1.75	5.68	3.14	2.92	N/A	27.47	26.48	5.79	6.97	3.17
Equity Positions Weight	98.25	94.32	96.82	97.08	N/A	72.53	0.12	94.21	93.03	96.83
Three Year Return	10.13	18.67	11.66	8.06	N/A	28.71	6.46	8.94	14.99	13.32
Annual Yield	0.002	0.0011	0.0097	0.0641	N/A	0.0057	0.0241	0.0044	N/A	0.0078
Year To Date Return	3.3	5.58	2.67	1.39	N/A	1.9	0.83	6.12	3.06	3.56
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	N/A	72.65	N/A	N/A	N/A
Ten Year Return	N/A	4.61	8.31	8.2	N/A	16.71	N/A	7.2	14.69	10.06
Day Typical Price	16.05	45.19	43.77	5.19	29.73	52.49	10.85	17.27	6.4	27.97
Accumulation Distribution	N/A	N/A	N/A	N/A	3.7	N/A	N/A	N/A	N/A	N/A
Daily Balance Of Power	9.2 T	0	9.2 T	9.2 T	2.666667	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Period Momentum Indicator	0.19	(0.01)	0.09	0.03	0.08	0.39	0.05	0.01	0.11	0.05
Rate Of Daily Change	1.01	1.0	1.0	1.01	1.0	1.01	1.0	1.0	1.02	1.0
Day Median Price	16.05	45.19	43.77	5.19	29.73	52.49	10.85	17.27	6.4	27.97
Price Action Indicator	0.095	(0.01)	0.045	0.015	0.055	0.2	0.025	0.005	0.055	0.025
Relative Strength Index	60.06	65.85	57.04	79.57	62.81	51.78	52.83	71.52	40.88	73.88
Coefficient Of Variation	860.16	473.6	1057.67	672.04	638.68	1773.54	2038.73	517.62	(1,369)	659.41
Mean Deviation	0.6997	0.7665	0.5205	0.9886	0.3123	0.7995	0.5381	0.9503	1.38	1.12
Jensen Alpha	0.0101	0.1089	(0.02)	0.4956	0.011	(0.04)	(0.04)	0.2279	(0.29)	0.4654
Total Risk Alpha	(0.02)	0.0729	(0.03)	0.063	0.0015	(0.09)	(0.07)	0.1054	(0.36)	0.0731
Sortino Ratio	0.0013	0.133	(0.07)	0.6089	(0.10)	(0.04)	(0.07)	0.2225	N/A	0.4948
Downside Variance	0.7591	0.6218	0.4329	0.4361	0.1673	1.42	0.8184	1.11	N/A	0.7011
Standard Deviation	0.9047	0.9893	0.6471	3.4	0.3934	1.08	0.7398	1.75	1.77	3.42
Kurtosis	(0.01)	1.29	(0.23)	61.77	(0.08)	0.3635	0.7755	27.62	(0.05)	58.41
Potential Upside	1.54	2.05	1.01	1.07	0.6329	1.8	1.05	1.87	2.44	1.52
Treynor Ratio	0.1052	0.2078	0.0719	80.03	0.1194	0.0537	0.0365	0.3072	(0.09)	1.11
Maximum Drawdown	4.26	5.29	3.04	28.27	1.73	4.74	3.4	13.04	6.81	28.44
Variance	0.8185	0.9788	0.4188	11.57	0.1547	1.16	0.5473	3.07	3.12	11.68
Market Risk Adjusted Performance	0.1152	0.2178	0.0819	80.04	0.1294	0.0637	0.0465	0.3172	(0.08)	1.12
Risk Adjusted Performance	0.0877	0.1585	0.0684	0.1177	0.1068	0.0448	0.0362	0.1484	(0.05)	0.1198
Skewness	0.0555	0.7061	(0.18)	7.74	(0.33)	(0.25)	(0.55)	4.26	(0.07)	7.42
Semi Deviation	0.7271	0.5339	0.5477	0.0	0.2854	1.08	0.7781	0.603	N/A	0.0
Information Ratio	0.0013	0.106	(0.07)	0.1182	(0.11)	(0.04)	(0.09)	0.1338	(0.13)	0.1212
Value At Risk	(1.21)	(1.38)	(1.01)	(0.79)	(0.67)	(2.06)	(1.40)	(1.42)	(3.18)	(1.36)
Expected Short fall	(0.75)	(0.92)	(0.57)	(1.39)	(0.34)	(0.79)	(0.55)	(1.17)	N/A	(1.45)
Downside Deviation	0.8713	0.7885	0.658	0.6604	0.4091	1.19	0.9047	1.05	N/A	0.8373
Semi Variance	0.5287	0.285	0.3	(0.30)	0.0815	1.18	0.6055	0.3636	N/A	(0.09)

American Beacon Competition Performance Charts

Five steps to successful analysis of American Beacon Competition

American Beacon's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by American Beacon Shapiro in relation to its competition. American Beacon's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of American Beacon in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact American Beacon's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to American Beacon Shapiro, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

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American Beacon financial ratios help investors to determine whether American Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in American with respect to the benefits of owning American Beacon security.

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American Beacon Competition

American Beacon vs Simt Mid Correlation

Poor diversification

Moving together with American Mutual Fund

Moving against American Mutual Fund

Specify up to 10 symbols:

American Beacon Competition Correlation Matrix

High positive correlations

High negative correlations

Risk-Adjusted Indicators

American Beacon Competitive Analysis

American Beacon Competition Performance Charts

Five steps to successful analysis of American Beacon Competition

Complement your American Beacon position

Did You Try This Idea?

Run Single Stock ETFs Thematic Idea Now

Single Stock ETFs

Other Information on Investing in American Mutual Fund

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