ACWDX vs. YAFFX
Compare and contrast key facts about AMG GW&K Small/Mid Cap Growth Fund (ACWDX) and AMG Yacktman Focused Fund (YAFFX).
ACWDX is managed by AMG. It was launched on Nov 3, 2010. YAFFX is managed by AMG. It was launched on May 1, 1997.
Performance
ACWDX vs. YAFFX - Performance Comparison
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ACWDX vs. YAFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ACWDX AMG GW&K Small/Mid Cap Growth Fund | -2.84% | 0.29% | 9.27% | 21.13% | -22.32% | 12.52% | 45.63% | 20.24% | -5.14% | 18.69% |
YAFFX AMG Yacktman Focused Fund | 10.26% | 3.89% | 9.30% | 16.53% | -8.20% | 16.48% | 17.22% | 19.21% | 2.99% | 20.07% |
Returns By Period
In the year-to-date period, ACWDX achieves a -2.84% return, which is significantly lower than YAFFX's 10.26% return. Over the past 10 years, ACWDX has underperformed YAFFX with an annualized return of 9.27%, while YAFFX has yielded a comparatively higher 11.08% annualized return.
ACWDX
- 1D
- -1.41%
- 1M
- -9.15%
- YTD
- -2.84%
- 6M
- -9.15%
- 1Y
- 7.42%
- 3Y*
- 6.50%
- 5Y*
- 2.72%
- 10Y*
- 9.27%
YAFFX
- 1D
- 1.53%
- 1M
- -7.23%
- YTD
- 10.26%
- 6M
- 0.19%
- 1Y
- 12.84%
- 3Y*
- 12.23%
- 5Y*
- 7.51%
- 10Y*
- 11.08%
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ACWDX vs. YAFFX - Expense Ratio Comparison
ACWDX has a 1.00% expense ratio, which is lower than YAFFX's 1.25% expense ratio.
Return for Risk
ACWDX vs. YAFFX — Risk / Return Rank
ACWDX
YAFFX
ACWDX vs. YAFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG GW&K Small/Mid Cap Growth Fund (ACWDX) and AMG Yacktman Focused Fund (YAFFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ACWDX | YAFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.27 | 0.58 | -0.31 |
Sortino ratioReturn per unit of downside risk | 0.53 | 0.76 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.18 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.18 | 0.65 | -0.47 |
Martin ratioReturn relative to average drawdown | 0.49 | 2.29 | -1.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ACWDX | YAFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.27 | 0.58 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.42 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.68 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.59 | -0.18 |
Correlation
The correlation between ACWDX and YAFFX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ACWDX vs. YAFFX - Dividend Comparison
Neither ACWDX nor YAFFX has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACWDX AMG GW&K Small/Mid Cap Growth Fund | 0.00% | 0.00% | 0.74% | 0.00% | 2.04% | 58.27% | 4.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% |
YAFFX AMG Yacktman Focused Fund | 0.00% | 0.00% | 18.44% | 4.42% | 7.60% | 4.70% | 11.87% | 15.84% | 22.15% | 11.82% | 11.81% | 24.36% |
Drawdowns
ACWDX vs. YAFFX - Drawdown Comparison
The maximum ACWDX drawdown since its inception was -38.86%, smaller than the maximum YAFFX drawdown of -43.80%. Use the drawdown chart below to compare losses from any high point for ACWDX and YAFFX.
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Drawdown Indicators
| ACWDX | YAFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.86% | -43.80% | +4.94% |
Max Drawdown (1Y)Largest decline over 1 year | -14.99% | -17.08% | +2.09% |
Max Drawdown (5Y)Largest decline over 5 years | -32.74% | -21.31% | -11.43% |
Max Drawdown (10Y)Largest decline over 10 years | -38.86% | -30.62% | -8.24% |
Current DrawdownCurrent decline from peak | -14.99% | -7.31% | -7.68% |
Average DrawdownAverage peak-to-trough decline | -10.12% | -6.24% | -3.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.75% | 4.85% | +0.90% |
Volatility
ACWDX vs. YAFFX - Volatility Comparison
The current volatility for AMG GW&K Small/Mid Cap Growth Fund (ACWDX) is 6.99%, while AMG Yacktman Focused Fund (YAFFX) has a volatility of 8.00%. This indicates that ACWDX experiences smaller price fluctuations and is considered to be less risky than YAFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACWDX | YAFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.99% | 8.00% | -1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 17.91% | 21.56% | -3.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.49% | 22.92% | +2.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.77% | 17.86% | +3.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.34% | 16.40% | +6.94% |