USISX vs. YAFFX
USISX (USAA Income Stock Fund) and YAFFX (AMG Yacktman Focused Fund) are both Large Cap Value Equities funds. Over the past 10 years, USISX returned 11.44%/yr vs 13.12%/yr for YAFFX. Their 0.79 correlation means they have sometimes moved together and sometimes differently. USISX charges 0.70%/yr vs 1.25%/yr for YAFFX.
Performance
USISX vs. YAFFX - Performance Comparison
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Returns By Period
In the year-to-date period, USISX achieves a 19.26% return, which is significantly lower than YAFFX's 25.82% return. Over the past 10 years, USISX has underperformed YAFFX with an annualized return of 11.44%, while YAFFX has yielded a comparatively higher 13.12% annualized return.
USISX
- 1D
- -0.19%
- 1M
- 2.28%
- 6M
- 12.99%
- YTD
- 19.26%
- 1Y
- 31.01%
- 3Y*
- 17.25%
- 5Y*
- 12.24%
- 10Y*
- 11.44%
- ALL TIME*
- 8.98%
YAFFX
- 1D
- 1.17%
- 1M
- 4.09%
- 6M
- 15.10%
- YTD
- 25.82%
- 1Y
- 43.31%
- 3Y*
- 18.05%
- 5Y*
- 11.82%
- 10Y*
- 13.12%
- ALL TIME*
- 10.51%
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 |
USISX vs. YAFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USISX USAA Income Stock Fund | 19.26% | 13.44% | 13.52% | 12.10% | -4.42% | 26.52% | 0.32% | 23.67% | -5.51% | 16.66% |
YAFFX AMG Yacktman Focused Fund | 25.82% | 23.70% | 0.63% | 16.53% | -8.20% | 16.48% | 17.22% | 19.21% | 2.99% | 20.07% |
Correlation
The correlation between USISX and YAFFX is 0.33, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.33 |
Correlation (3Y) Balances recent behavior with more history. | 0.60 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.73 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.76 |
Correlation (All Time) Calculated using the full available price history since Apr 30, 1997 | 0.79 |
Over the past year, the correlation between USISX and YAFFX has dropped to 0.33 - well below their long-term average of 0.79, suggesting their price drivers have been diverging.
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Return for Risk
USISX vs. YAFFX — Risk / Return Rank
USISX
YAFFX
USISX vs. YAFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Income Stock Fund (USISX) and AMG Yacktman Focused Fund (YAFFX). 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.
| USISX | YAFFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.38 | ||
| Sortino ratioReturn per unit of downside risk | +1.08 | ||
| Omega ratioGain probability vs. loss probability | 1.53 | 1.48 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 5.47 | 4.74 | +0.72 |
| Martin ratioReturn relative to average drawdown | 21.14 | 11.78 | +9.36 |
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Drawdowns
USISX vs. YAFFX - Drawdown Comparison
The maximum USISX drawdown since its inception was -58.46%, which is greater than YAFFX's maximum drawdown of -43.80%. Use the drawdown chart below to compare losses from any high point for USISX and YAFFX.
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Drawdown Indicators
| USISX | YAFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.46% | -43.80% | -14.66% |
Max Drawdown (1Y)Largest decline over 1 year | -5.51% | -8.76% | +3.25% |
Max Drawdown (3Y)Largest decline over 3 years | -24.19% | -15.63% | -8.56% |
Max Drawdown (5Y)Largest decline over 5 years | -24.19% | -21.31% | -2.88% |
Max Drawdown (10Y)Largest decline over 10 years | -36.00% | -30.62% | -5.38% |
Current DrawdownCurrent decline from peak | -1.37% | -4.24% | +2.87% |
Average DrawdownAverage peak-to-trough decline | -7.78% | -6.09% | -1.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.42% | 3.52% | -2.10% |
Volatility
USISX vs. YAFFX - Volatility Comparison
The current volatility for USAA Income Stock Fund (USISX) is 2.74%, while AMG Yacktman Focused Fund (YAFFX) has a volatility of 4.17%. This indicates that USISX experiences smaller price fluctuations and is considered to be less risky than YAFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USISX | YAFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.74% | 4.17% | -1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 7.28% | 14.27% | -6.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.28% | 16.23% | -5.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.88% | 13.93% | +3.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.01% | 14.34% | +3.67% |
USISX vs. YAFFX - Expense Ratio Comparison
USISX has a 0.70% expense ratio, which is lower than YAFFX's 1.25% expense ratio.
Dividends
USISX vs. YAFFX - Dividend Comparison
USISX's dividend yield for the trailing twelve months is around 8.49%, less than YAFFX's 14.74% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USISX USAA Income Stock Fund | 8.49% | 9.77% | 18.68% | 5.85% | 9.94% | 10.24% | 2.06% | 20.13% | 9.01% | 7.92% | 2.32% | 6.04% |
YAFFX AMG Yacktman Focused Fund | 14.74% | 18.55% | 10.20% | 4.42% | 7.60% | 4.70% | 11.87% | 15.84% | 22.15% | 11.82% | 11.81% | 24.36% |
Frequently Asked Questions
USISX and YAFFX have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
YAFFX has higher volatility (4.17%) compared to USISX (2.74%). In terms of maximum drawdown, USISX dropped -58.46% vs YAFFX's -43.80%.
USISX currently has the higher Sharpe Ratio (2.95 vs 2.57), 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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