RNPEX vs. YFSIX

Last updated Aug 1, 2026

RNPEX (American Funds New Perspective Fund Class R4) and YFSIX (AMG Yacktman Global Fund) are both Global Equities funds. Over the past 5 years, RNPEX returned 7.38%/yr vs 9.02%/yr for YFSIX. Their 0.71 correlation means they have sometimes moved together and sometimes differently. RNPEX charges 0.75%/yr vs 0.95%/yr for YFSIX.

Performance

RNPEX vs. YFSIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds New Perspective Fund Class R4 (RNPEX) and AMG Yacktman Global Fund (YFSIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RNPEX achieves a 3.96% return, which is significantly lower than YFSIX's 24.97% return.

RNPEX

• 1D: 2.16%
• 1M: -1.98%
• 6M: 1.40%
• YTD: 3.96%
• 1Y: 13.02%
• 3Y*: 15.03%
• 5Y*: 7.38%
• 10Y*: 12.73%
• ALL TIME*: 10.02%

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%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
RNPEX American Funds New Perspective Fund Class R4	$0.00	$0.00	$0.00
YFSIX AMG Yacktman Global Fund	$0.00	$0.00	$0.00

RNPEX vs. YFSIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RNPEX American Funds New Perspective Fund Class R4	3.96%	21.28%	16.71%	24.62%	-25.94%	17.60%	33.40%	30.05%	-6.03%	23.22%
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 RNPEX and YFSIX is 0.52, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.52
Correlation (3Y) Balances recent behavior with more history.	0.60
Correlation (5Y) Shows whether the relationship held over a longer period.	0.70
Correlation (All Time) Calculated using the full available price history since Feb 2, 2017	0.71

The correlation between RNPEX and YFSIX shifts across timeframes, from 0.52 (1 year) to 0.71 (all time), reflecting how their relationship changes across market environments.

Return for Risk

RNPEX vs. YFSIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

RNPEX

RNPEX Risk / Return Rank: 20
RNPEX Sharpe Ratio Rank: 19
RNPEX Sortino Ratio Rank: 19
RNPEX Omega Ratio Rank: 20
RNPEX Calmar Ratio Rank: 19
RNPEX Martin Ratio Rank: 26

YFSIX

YFSIX Risk / Return Rank: 29
YFSIX Sharpe Ratio Rank: 26
YFSIX Sortino Ratio Rank: 20
YFSIX Omega Ratio Rank: 40
YFSIX Calmar Ratio Rank: 33
YFSIX Martin Ratio Rank: 29

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

RNPEX vs. YFSIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds New Perspective Fund Class R4 (RNPEX) 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.

	RNPEX	YFSIX	Difference
Sharpe ratio: Return per unit of total volatility	0.76	0.88	-0.12
Sortino ratio: Return per unit of downside risk	1.15	1.10	+0.05
Omega ratio: Gain probability vs. loss probability	1.14	1.22	-0.07
Calmar ratio: Return relative to maximum drawdown	0.98	1.41	-0.43
Martin ratio: Return relative to average drawdown	3.94	4.10	-0.17

RNPEX vs. YFSIX - Sharpe Ratio Comparison

The current RNPEX Sharpe Ratio is 0.76, which is comparable to the YFSIX Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of RNPEX and YFSIX, 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

RNPEX vs. YFSIX - Drawdown Comparison

The maximum RNPEX drawdown since its inception was -52.36%, which is greater than YFSIX's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for RNPEX and YFSIX.

Drawdown Indicators

	RNPEX	YFSIX	Difference
Max Drawdown Largest peak-to-trough decline	-52.36%	-35.10%	-17.26%
Max Drawdown (1Y) Largest decline over 1 year	-11.48%	-14.20%	+2.72%
Max Drawdown (3Y) Largest decline over 3 years	-17.92%	-14.20%	-3.72%
Max Drawdown (5Y) Largest decline over 5 years	-34.46%	-25.14%	-9.32%
Max Drawdown (10Y) Largest decline over 10 years	-34.46%	—	—
Current Drawdown Current decline from peak	-3.22%	-2.55%	-0.67%
Average Drawdown Average peak-to-trough decline	-7.93%	-4.89%	-3.04%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.87%	4.86%	-1.99%

Volatility

RNPEX vs. YFSIX - Volatility Comparison

The current volatility for American Funds New Perspective Fund Class R4 (RNPEX) is 4.51%, while AMG Yacktman Global Fund (YFSIX) has a volatility of 5.69%. This indicates that RNPEX 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.

Volatility by Period

	RNPEX	YFSIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.51%	5.69%	-1.18%
Volatility (6M) Calculated over the trailing 6-month period	12.51%	15.90%	-3.39%
Volatility (1Y) Calculated over the trailing 1-year period	14.87%	22.66%	-7.79%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.44%	15.78%	+1.66%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.82%	16.36%	+1.46%

RNPEX vs. YFSIX - Expense Ratio Comparison

RNPEX has a 0.75% expense ratio, which is lower than YFSIX's 0.95% expense ratio.

Dividends

RNPEX vs. YFSIX - Dividend Comparison

RNPEX's dividend yield for the trailing twelve months is around 6.41%, while YFSIX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RNPEX American Funds New Perspective Fund Class R4	6.41%	6.66%	5.20%	5.44%	4.18%	7.08%	4.18%	3.69%	7.63%	5.54%	3.89%	6.17%
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

Can I hold both RNPEX and YFSIX in my portfolio?

RNPEX and YFSIX have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RNPEX or YFSIX?

YFSIX has higher volatility (5.69%) compared to RNPEX (4.51%). In terms of maximum drawdown, RNPEX dropped -52.36% vs YFSIX's -35.10%.

Which has better risk-adjusted returns?

YFSIX currently has the higher Sharpe Ratio (0.88 vs 0.76), 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.