ARDEX vs. YFSIX
ARDEX (AMG River Road Dividend All Cap Value Fund) and YFSIX (AMG Yacktman Global Fund) are both mutual funds - ARDEX is a Large Cap Value Equities fund managed by AMG, while YFSIX is a Large Cap Blend Equities fund managed by AMG. Over the past 5 years, ARDEX returned -0.01%/yr vs 8.36%/yr for YFSIX. A 0.67 correlation means they provide meaningful diversification when combined. ARDEX charges 0.97%/yr vs 0.95%/yr for YFSIX.
Performance
ARDEX vs. YFSIX - Performance Comparison
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Returns By Period
In the year-to-date period, ARDEX achieves a 12.32% return, which is significantly lower than YFSIX's 21.57% return.
ARDEX
- 1D
- -0.18%
- 1M
- 0.97%
- 6M
- 9.91%
- YTD
- 12.32%
- 1Y
- -7.30%
- 3Y*
- 5.04%
- 5Y*
- -0.01%
- 10Y*
- 4.07%
YFSIX
- 1D
- -0.25%
- 1M
- -2.96%
- 6M
- 16.18%
- YTD
- 21.57%
- 1Y
- 16.94%
- 3Y*
- 13.95%
- 5Y*
- 8.36%
- 10Y*
- —
ARDEX vs. YFSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARDEX AMG River Road Dividend All Cap Value Fund | 12.32% | -14.13% | 16.20% | 2.04% | -3.64% | 4.16% | -2.18% | 23.20% | -7.61% | 8.08% |
YFSIX AMG Yacktman Global Fund | 21.57% | 14.91% | -0.34% | 16.64% | -9.15% | 13.13% | 18.46% | 24.40% | 2.18% | 20.95% |
Correlation
The correlation between ARDEX and YFSIX is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.48 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.60 |
Correlation (All Time) Calculated using the full available price history since Feb 2, 2017 | 0.67 |
Over the past year, the correlation between ARDEX and YFSIX has dropped to 0.29 - well below their long-term average of 0.67, suggesting their price drivers have been diverging.
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Return for Risk
ARDEX vs. YFSIX — Risk / Return Rank
ARDEX
YFSIX
ARDEX vs. YFSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG River Road Dividend All Cap Value Fund (ARDEX) and AMG Yacktman Global Fund (YFSIX). 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.
| ARDEX | YFSIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.10 | ||
| Sortino ratioReturn per unit of downside risk | -1.20 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.20 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | -0.34 | 1.25 | -1.59 |
| Martin ratioReturn relative to average drawdown | -0.61 | 3.71 | -4.32 |
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Drawdowns
ARDEX vs. YFSIX - Drawdown Comparison
The maximum ARDEX drawdown since its inception was -52.16%, which is greater than YFSIX's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for ARDEX and YFSIX.
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Drawdown Indicators
| ARDEX | YFSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.16% | -35.10% | -17.06% |
Max Drawdown (1Y)Largest decline over 1 year | -20.51% | -14.20% | -6.31% |
Max Drawdown (3Y)Largest decline over 3 years | -52.16% | -14.20% | -37.96% |
Max Drawdown (5Y)Largest decline over 5 years | -52.16% | -25.14% | -27.02% |
Max Drawdown (10Y)Largest decline over 10 years | -52.16% | — | — |
Current DrawdownCurrent decline from peak | -46.05% | -5.20% | -40.85% |
Average DrawdownAverage peak-to-trough decline | -10.67% | -4.89% | -5.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.30% | 4.75% | +6.55% |
Volatility
ARDEX vs. YFSIX - Volatility Comparison
The current volatility for AMG River Road Dividend All Cap Value Fund (ARDEX) is 2.79%, while AMG Yacktman Global Fund (YFSIX) has a volatility of 5.99%. This indicates that ARDEX experiences smaller price fluctuations and is considered to be less risky than YFSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARDEX | YFSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.79% | 5.99% | -3.20% |
Volatility (6M)Calculated over the trailing 6-month period | 6.70% | 15.68% | -8.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.38% | 22.37% | +0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.86% | 15.71% | +26.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.38% | 16.34% | +16.04% |
ARDEX vs. YFSIX - Expense Ratio Comparison
ARDEX has a 0.97% expense ratio, which is higher than YFSIX's 0.95% expense ratio.
Dividends
ARDEX vs. YFSIX - Dividend Comparison
ARDEX's dividend yield for the trailing twelve months is around 3.83%, while YFSIX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARDEX AMG River Road Dividend All Cap Value Fund | 3.83% | 5.85% | 79.78% | 4.42% | 14.36% | 5.37% | 2.12% | 8.71% | 9.10% | 6.83% | 9.31% | 11.69% |
YFSIX AMG Yacktman Global Fund | 0.00% | 0.00% | 8.68% | 8.02% | 4.32% | 8.18% | 4.76% | 6.59% | 0.71% | 2.63% | 0.00% | 0.00% |
Frequently Asked Questions
ARDEX and YFSIX have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
YFSIX has higher volatility (5.99%) compared to ARDEX (2.79%). In terms of maximum drawdown, ARDEX dropped -52.16% vs YFSIX's -35.10%.
YFSIX currently has the higher Sharpe Ratio (0.79 vs -0.31), 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.
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