APITX vs. YFSNX

Last updated Jun 24, 2026

APITX (Yorktown Growth Fund) and YFSNX (AMG Yacktman Global Fund Class N) are both Global Equities funds. Over the past 5 years, APITX returned 6.13%/yr vs 8.07%/yr for YFSNX. A 0.69 correlation means they provide meaningful diversification when combined. APITX charges 2.04%/yr vs 1.11%/yr for YFSNX.

Performance

APITX vs. YFSNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Yorktown Growth Fund (APITX) and AMG Yacktman Global Fund Class N (YFSNX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with APITX having a 21.88% return and YFSNX slightly higher at 22.30%.

APITX

• 1D: 0.89%
• 1M: 5.92%
• YTD: 21.88%
• 6M: 19.31%
• 1Y: 34.63%
• 3Y*: 17.07%
• 5Y*: 6.13%
• 10Y*: 11.17%

YFSNX

• 1D: -1.40%
• 1M: -0.70%
• YTD: 22.30%
• 6M: 24.62%
• 1Y: 22.53%
• 3Y*: 15.99%
• 5Y*: 8.07%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

APITX vs. YFSNX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
APITX Yorktown Growth Fund	21.88%	10.90%	7.34%	19.37%	-26.74%	16.38%	28.59%	30.52%	-14.66%	22.47%
YFSNX AMG Yacktman Global Fund Class N	22.30%	14.79%	-0.47%	16.48%	-9.39%	13.00%	18.32%	24.48%	2.18%	20.95%

Correlation

The correlation between APITX and YFSNX is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.46
Correlation (3Y) Calculated over the trailing 3-year period	0.56
Correlation (5Y) Calculated over the trailing 5-year period	0.67
Correlation (All Time) Calculated using the full available price history since Feb 2, 2017	0.69

Over the past year, the correlation between APITX and YFSNX has dropped to 0.46 - well below their long-term average of 0.69, suggesting their price drivers have been diverging.

Return for Risk

APITX vs. YFSNX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

APITX

APITX Risk / Return Rank: 50
APITX Sharpe Ratio Rank: 42
APITX Sortino Ratio Rank: 39
APITX Omega Ratio Rank: 37
APITX Calmar Ratio Rank: 69
APITX Martin Ratio Rank: 61

YFSNX

YFSNX Risk / Return Rank: 19
YFSNX Sharpe Ratio Rank: 15
YFSNX Sortino Ratio Rank: 11
YFSNX Omega Ratio Rank: 26
YFSNX Calmar Ratio Rank: 21
YFSNX Martin Ratio Rank: 21

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

APITX vs. YFSNX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Yorktown Growth Fund (APITX) and AMG Yacktman Global Fund Class N (YFSNX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	APITX	YFSNX	Difference
Sharpe ratio: Return per unit of total volatility	1.75	1.01	+0.75
Sortino ratio: Return per unit of downside risk	2.43	1.21	+1.22
Omega ratio: Gain probability vs. loss probability	1.30	1.25	+0.05
Calmar ratio: Return relative to maximum drawdown	3.07	1.56	+1.51
Martin ratio: Return relative to average drawdown	11.34	4.84	+6.50

APITX vs. YFSNX - Sharpe Ratio Comparison

The current APITX Sharpe Ratio is 1.75, which is higher than the YFSNX Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of APITX and YFSNX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

APITX vs. YFSNX - Drawdown Comparison

The maximum APITX drawdown since its inception was -63.33%, which is greater than YFSNX's maximum drawdown of -35.14%. Use the drawdown chart below to compare losses from any high point for APITX and YFSNX.

Drawdown Indicators

	APITX	YFSNX	Difference
Max Drawdown Largest peak-to-trough decline	-63.33%	-35.14%	-28.19%
Max Drawdown (1Y) Largest decline over 1 year	-11.76%	-14.09%	+2.33%
Max Drawdown (3Y) Largest decline over 3 years	-24.80%	-14.29%	-10.51%
Max Drawdown (5Y) Largest decline over 5 years	-35.69%	-25.26%	-10.43%
Max Drawdown (10Y) Largest decline over 10 years	-35.69%	—	—
Current Drawdown Current decline from peak	0.00%	-4.55%	+4.55%
Average Drawdown Average peak-to-trough decline	-14.39%	-4.93%	-9.46%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.18%	4.51%	-1.33%

Volatility

APITX vs. YFSNX - Volatility Comparison

Yorktown Growth Fund (APITX) and AMG Yacktman Global Fund Class N (YFSNX) have volatilities of 6.73% and 6.69%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	APITX	YFSNX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.73%	6.69%	+0.04%
Volatility (6M) Calculated over the trailing 6-month period	16.62%	21.31%	-4.69%
Volatility (1Y) Calculated over the trailing 1-year period	20.60%	21.83%	-1.23%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.02%	15.54%	+5.48%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.08%	16.29%	+2.79%

APITX vs. YFSNX - Expense Ratio Comparison

APITX has a 2.04% expense ratio, which is higher than YFSNX's 1.11% expense ratio.

Dividends

APITX vs. YFSNX - Dividend Comparison

Neither APITX nor YFSNX has paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
APITX Yorktown Growth Fund	0.00%	0.00%	0.00%	0.00%	0.00%	18.81%	13.95%	9.40%	25.45%	7.74%	1.09%	3.16%
YFSNX AMG Yacktman Global Fund Class N	0.00%	0.00%	8.40%	7.86%	4.33%	8.06%	4.71%	6.59%	0.71%	2.63%	0.00%	0.00%

Frequently Asked Questions

Can I hold both APITX and YFSNX in my portfolio?

APITX and YFSNX have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, APITX or YFSNX?

APITX has higher volatility (6.73%) compared to YFSNX (6.69%). In terms of maximum drawdown, APITX dropped -63.33% vs YFSNX's -35.14%.

Which has better risk-adjusted returns?

APITX currently has the higher Sharpe Ratio (1.75 vs 1.01), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.