MXXVX vs. YFSIX
MXXVX (Matthew 25 Fund) and YFSIX (AMG Yacktman Global Fund) are both mutual funds - MXXVX is a Large Cap Blend Equities fund managed by Matthew 25, while YFSIX is a Global Equities fund managed by AMG. Over the past 5 years, MXXVX returned 9.82%/yr vs 9.02%/yr for YFSIX. Their 0.64 correlation means they have sometimes moved together and sometimes differently. MXXVX charges 1.07%/yr vs 0.95%/yr for YFSIX.
Performance
MXXVX vs. YFSIX - Performance Comparison
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Returns By Period
In the year-to-date period, MXXVX achieves a 5.05% return, which is significantly lower than YFSIX's 24.97% return.
MXXVX
- 1D
- 2.10%
- 1M
- -2.19%
- 6M
- 3.85%
- YTD
- 5.05%
- 1Y
- 16.82%
- 3Y*
- 18.86%
- 5Y*
- 9.82%
- 10Y*
- 13.38%
- ALL TIME*
- 10.86%
YFSIX
- 1D
- 3.06%
- 1M
- 4.28%
- 6M
- 14.11%
- YTD
- 24.97%
- 1Y
- 22.32%
- 3Y*
- 15.02%
- 5Y*
- 9.02%
- 10Y*
- —
- ALL TIME*
- 12.76%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
MXXVX Matthew 25 Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
MXXVX vs. YFSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXXVX Matthew 25 Fund | 5.05% | 18.64% | 27.41% | 36.76% | -30.19% | 22.19% | 12.77% | 42.15% | -19.39% | 20.15% |
YFSIX AMG Yacktman Global Fund | 24.97% | 14.91% | -0.34% | 16.64% | -9.15% | 13.13% | 18.46% | 24.40% | 2.18% | 20.95% |
Correlation
The correlation between MXXVX and YFSIX is 0.46, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.46 |
Correlation (3Y) Balances recent behavior with more history. | 0.48 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.61 |
Correlation (All Time) Calculated using the full available price history since Feb 2, 2017 | 0.64 |
The correlation between MXXVX and YFSIX shifts across timeframes, from 0.46 (1 year) to 0.64 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
MXXVX vs. YFSIX — Risk / Return Rank
MXXVX
YFSIX
MXXVX vs. YFSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Matthew 25 Fund (MXXVX) 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.
| MXXVX | YFSIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.18 | ||
| Sortino ratioReturn per unit of downside risk | -0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.22 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.41 | -0.34 |
| Martin ratioReturn relative to average drawdown | 3.84 | 4.10 | -0.26 |
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Drawdowns
MXXVX vs. YFSIX - Drawdown Comparison
The maximum MXXVX drawdown since its inception was -96.53%, which is greater than YFSIX's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for MXXVX and YFSIX.
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Drawdown Indicators
| MXXVX | YFSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.53% | -35.10% | -61.43% |
Max Drawdown (1Y)Largest decline over 1 year | -12.84% | -14.20% | +1.36% |
Max Drawdown (3Y)Largest decline over 3 years | -96.53% | -14.20% | -82.33% |
Max Drawdown (5Y)Largest decline over 5 years | -96.53% | -25.14% | -71.39% |
Max Drawdown (10Y)Largest decline over 10 years | -96.53% | — | — |
Current DrawdownCurrent decline from peak | -94.43% | -2.55% | -91.88% |
Average DrawdownAverage peak-to-trough decline | -14.71% | -4.89% | -9.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 4.86% | -1.27% |
Volatility
MXXVX vs. YFSIX - Volatility Comparison
Matthew 25 Fund (MXXVX) and AMG Yacktman Global Fund (YFSIX) have volatilities of 5.52% and 5.69%, 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.
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Volatility by Period
| MXXVX | YFSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.52% | 5.69% | -0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 15.90% | 15.90% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.70% | 22.66% | -2.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 383.28% | 15.78% | +367.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 271.33% | 16.36% | +254.97% |
MXXVX vs. YFSIX - Expense Ratio Comparison
MXXVX has a 1.07% expense ratio, which is higher than YFSIX's 0.95% expense ratio.
Dividends
MXXVX vs. YFSIX - Dividend Comparison
MXXVX's dividend yield for the trailing twelve months is around 14.06%, while YFSIX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXXVX Matthew 25 Fund | 14.06% | 14.77% | 7.24% | 8.17% | 7.84% | 11.98% | 11.20% | 1.88% | 19.45% | 7.65% | 9.66% | 8.15% |
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
MXXVX and YFSIX 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.
YFSIX has higher volatility (5.69%) compared to MXXVX (5.52%). In terms of maximum drawdown, MXXVX dropped -96.53% vs YFSIX's -35.10%.
YFSIX currently has the higher Sharpe Ratio (0.88 vs 0.70), 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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