AKREX vs. YAFFX

In the year-to-date period, AKREX achieves a 1.74% return, which is significantly higher than YAFFX's -0.38% return. Over the past 10 years, AKREX has outperformed YAFFX with an annualized return of 13.52%, while YAFFX has yielded a comparatively lower 8.79% annualized return.

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AKREX has a 1.30% expense ratio, which is higher than YAFFX's 1.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Akre Focus Fund Retail Class (AKREX) 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.

The current AKREX Sharpe Ratio is 0.82, which is higher than the YAFFX Sharpe Ratio of -0.37. The chart below compares the historical Sharpe Ratios of AKREX and YAFFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AKREX's dividend yield for the trailing twelve months is around 4.98%, less than YAFFX's 10.24% yield.

The maximum AKREX drawdown since its inception was -31.93%, smaller than the maximum YAFFX drawdown of -55.32%. Use the drawdown chart below to compare losses from any high point for AKREX and YAFFX. For additional features, visit the drawdowns tool.

Akre Focus Fund Retail Class (AKREX) has a higher volatility of 12.68% compared to AMG Yacktman Focused Fund (YAFFX) at 9.15%. This indicates that AKREX's price experiences larger fluctuations and is considered to be riskier than YAFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.