WCFOX vs. YASLX
Compare and contrast key facts about WCM Focused International Opportunities Fund (WCFOX) and AMG Yacktman Special Opportunities Fund (YASLX).
WCFOX is managed by WCM Investment Management. It was launched on Mar 29, 2021. YASLX is managed by AMG. It was launched on Jun 29, 2014.
Performance
WCFOX vs. YASLX - Performance Comparison
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WCFOX vs. YASLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
WCFOX WCM Focused International Opportunities Fund | -7.79% | 31.45% | 6.14% | 25.65% | -35.42% | 7.30% |
YASLX AMG Yacktman Special Opportunities Fund | 7.56% | 6.27% | 11.23% | 3.65% | -13.59% | 1.70% |
Returns By Period
In the year-to-date period, WCFOX achieves a -7.79% return, which is significantly lower than YASLX's 7.56% return.
WCFOX
- 1D
- -0.34%
- 1M
- -11.97%
- YTD
- -7.79%
- 6M
- -9.46%
- 1Y
- 21.46%
- 3Y*
- 13.30%
- 5Y*
- —
- 10Y*
- —
YASLX
- 1D
- -0.17%
- 1M
- -4.89%
- YTD
- 7.56%
- 6M
- 1.74%
- 1Y
- 15.32%
- 3Y*
- 9.73%
- 5Y*
- 4.69%
- 10Y*
- 10.68%
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WCFOX vs. YASLX - Expense Ratio Comparison
WCFOX has a 1.50% expense ratio, which is lower than YASLX's 1.86% expense ratio.
Return for Risk
WCFOX vs. YASLX — Risk / Return Rank
WCFOX
YASLX
WCFOX vs. YASLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WCM Focused International Opportunities Fund (WCFOX) and AMG Yacktman Special Opportunities Fund (YASLX). 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.
| WCFOX | YASLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 1.14 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.48 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 1.40 | -0.22 |
Martin ratioReturn relative to average drawdown | 4.21 | 3.78 | +0.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WCFOX | YASLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 1.14 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.29 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.72 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.11 | 0.57 | -0.46 |
Correlation
The correlation between WCFOX and YASLX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
WCFOX vs. YASLX - Dividend Comparison
WCFOX's dividend yield for the trailing twelve months is around 0.35%, while YASLX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WCFOX WCM Focused International Opportunities Fund | 0.35% | 0.33% | 3.57% | 0.24% | 0.00% | 0.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
YASLX AMG Yacktman Special Opportunities Fund | 0.00% | 0.00% | 15.82% | 8.97% | 0.94% | 3.85% | 2.62% | 12.95% | 9.89% | 4.86% | 3.28% | 4.59% |
Drawdowns
WCFOX vs. YASLX - Drawdown Comparison
The maximum WCFOX drawdown since its inception was -49.83%, which is greater than YASLX's maximum drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for WCFOX and YASLX.
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Drawdown Indicators
| WCFOX | YASLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.83% | -38.91% | -10.92% |
Max Drawdown (1Y)Largest decline over 1 year | -15.13% | -10.18% | -4.95% |
Max Drawdown (5Y)Largest decline over 5 years | — | -27.74% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.91% | — |
Current DrawdownCurrent decline from peak | -15.13% | -4.89% | -10.24% |
Average DrawdownAverage peak-to-trough decline | -22.38% | -8.34% | -14.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.24% | 3.78% | +0.46% |
Volatility
WCFOX vs. YASLX - Volatility Comparison
WCM Focused International Opportunities Fund (WCFOX) has a higher volatility of 10.21% compared to AMG Yacktman Special Opportunities Fund (YASLX) at 3.18%. This indicates that WCFOX's price experiences larger fluctuations and is considered to be riskier than YASLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WCFOX | YASLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.21% | 3.18% | +7.03% |
Volatility (6M)Calculated over the trailing 6-month period | 14.39% | 8.66% | +5.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.55% | 12.99% | +8.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.16% | 16.32% | +4.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.16% | 15.00% | +6.16% |