PGIIX vs. YFSNX
PGIIX (Polen Global Growth Fund) and YFSNX (AMG Yacktman Global Fund Class N) are both Global Equities funds. Over the past 5 years, PGIIX returned 0.37%/yr vs 8.83%/yr for YFSNX. Their 0.61 correlation means they have sometimes moved together and sometimes differently. PGIIX charges 0.99%/yr vs 1.11%/yr for YFSNX.
Performance
PGIIX vs. YFSNX - Performance Comparison
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Returns By Period
In the year-to-date period, PGIIX achieves a -6.88% return, which is significantly lower than YFSNX's 24.78% return.
PGIIX
- 1D
- 2.07%
- 1M
- -0.38%
- 6M
- -3.59%
- YTD
- -6.88%
- 1Y
- -6.38%
- 3Y*
- 5.05%
- 5Y*
- 0.37%
- 10Y*
- 9.92%
- ALL TIME*
- 9.61%
YFSNX
- 1D
- 3.07%
- 1M
- 4.24%
- 6M
- 13.98%
- YTD
- 24.78%
- 1Y
- 22.21%
- 3Y*
- 14.84%
- 5Y*
- 8.83%
- 10Y*
- —
- ALL TIME*
- 12.65%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
PGIIX vs. YFSNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGIIX Polen Global Growth Fund | -6.88% | 1.91% | 16.43% | 31.09% | -31.20% | 17.43% | 23.67% | 35.47% | 2.48% | 27.05% |
YFSNX AMG Yacktman Global Fund Class N | 24.78% | 14.79% | -0.47% | 16.48% | -9.39% | 13.00% | 18.32% | 24.48% | 2.18% | 20.95% |
Correlation
The correlation between PGIIX and YFSNX is 0.38, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.38 |
Correlation (3Y) Balances recent behavior with more history. | 0.43 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.56 |
Correlation (All Time) Calculated using the full available price history since Feb 2, 2017 | 0.61 |
Over the past year, the correlation between PGIIX and YFSNX has dropped to 0.38 - well below their long-term average of 0.61, suggesting their price drivers have been diverging.
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Return for Risk
PGIIX vs. YFSNX — Risk / Return Rank
PGIIX
YFSNX
PGIIX vs. YFSNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen Global Growth Fund (PGIIX) 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.
| PGIIX | YFSNX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.43 | ||
| Sortino ratioReturn per unit of downside risk | -1.75 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.22 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | -0.41 | 1.42 | -1.83 |
| Martin ratioReturn relative to average drawdown | -0.89 | 4.11 | -4.99 |
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Drawdowns
PGIIX vs. YFSNX - Drawdown Comparison
The maximum PGIIX drawdown since its inception was -37.09%, which is greater than YFSNX's maximum drawdown of -35.14%. Use the drawdown chart below to compare losses from any high point for PGIIX and YFSNX.
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Drawdown Indicators
| PGIIX | YFSNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.09% | -35.14% | -1.95% |
Max Drawdown (1Y)Largest decline over 1 year | -22.38% | -14.09% | -8.29% |
Max Drawdown (3Y)Largest decline over 3 years | -22.38% | -14.29% | -8.09% |
Max Drawdown (5Y)Largest decline over 5 years | -37.09% | -25.26% | -11.83% |
Max Drawdown (10Y)Largest decline over 10 years | -37.09% | — | — |
Current DrawdownCurrent decline from peak | -11.91% | -2.61% | -9.30% |
Average DrawdownAverage peak-to-trough decline | -7.10% | -4.94% | -2.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.09% | 4.84% | +5.25% |
Volatility
PGIIX vs. YFSNX - Volatility Comparison
The current volatility for Polen Global Growth Fund (PGIIX) is 4.21%, while AMG Yacktman Global Fund Class N (YFSNX) has a volatility of 5.71%. This indicates that PGIIX experiences smaller price fluctuations and is considered to be less risky than YFSNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PGIIX | YFSNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.21% | 5.71% | -1.50% |
Volatility (6M)Calculated over the trailing 6-month period | 13.60% | 15.88% | -2.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.79% | 22.56% | -5.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.79% | 15.76% | +4.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.30% | 16.35% | +2.95% |
PGIIX vs. YFSNX - Expense Ratio Comparison
PGIIX has a 0.99% expense ratio, which is lower than YFSNX's 1.11% expense ratio.
Dividends
PGIIX vs. YFSNX - Dividend Comparison
PGIIX's dividend yield for the trailing twelve months is around 23.21%, while YFSNX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGIIX Polen Global Growth Fund | 23.21% | 21.62% | 7.45% | 0.00% | 1.15% | 2.48% | 0.00% | 0.04% | 1.93% | 0.00% | 0.05% | 0.09% |
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
PGIIX and YFSNX have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
YFSNX has higher volatility (5.71%) compared to PGIIX (4.21%). In terms of maximum drawdown, PGIIX dropped -37.09% vs YFSNX's -35.14%.
YFSNX currently has the higher Sharpe Ratio (0.89 vs -0.54), 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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