YACKX vs. ARSVX
Compare and contrast key facts about AMG Yacktman Fund (YACKX) and AMG River Road Small Cap Value Fund (ARSVX).
YACKX is managed by AMG. It was launched on Jul 6, 1992. ARSVX is managed by AMG. It was launched on Jun 28, 2005.
Performance
YACKX vs. ARSVX - Performance Comparison
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YACKX vs. ARSVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
YACKX AMG Yacktman Fund | 5.65% | 1.34% | 13.15% | 15.46% | -7.50% | 19.66% | 15.25% | 27.49% | 2.79% | 18.25% |
ARSVX AMG River Road Small Cap Value Fund | -3.42% | -7.36% | 14.05% | 14.86% | -6.49% | 21.14% | 1.84% | 38.29% | -6.96% | 11.73% |
Returns By Period
In the year-to-date period, YACKX achieves a 5.65% return, which is significantly higher than ARSVX's -3.42% return. Over the past 10 years, YACKX has outperformed ARSVX with an annualized return of 11.36%, while ARSVX has yielded a comparatively lower 8.86% annualized return.
YACKX
- 1D
- 1.40%
- 1M
- -5.34%
- YTD
- 5.65%
- 6M
- -5.11%
- 1Y
- 5.32%
- 3Y*
- 10.88%
- 5Y*
- 7.14%
- 10Y*
- 11.36%
ARSVX
- 1D
- 1.24%
- 1M
- -4.02%
- YTD
- -3.42%
- 6M
- -12.34%
- 1Y
- -7.42%
- 3Y*
- 4.61%
- 5Y*
- 3.00%
- 10Y*
- 8.86%
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YACKX vs. ARSVX - Expense Ratio Comparison
YACKX has a 0.71% expense ratio, which is lower than ARSVX's 1.35% expense ratio.
Return for Risk
YACKX vs. ARSVX — Risk / Return Rank
YACKX
ARSVX
YACKX vs. ARSVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Fund (YACKX) and AMG River Road Small Cap Value Fund (ARSVX). 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.
| YACKX | ARSVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.26 | -0.34 | +0.60 |
Sortino ratioReturn per unit of downside risk | 0.42 | -0.32 | +0.74 |
Omega ratioGain probability vs. loss probability | 1.10 | 0.95 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.26 | -0.49 | +0.75 |
Martin ratioReturn relative to average drawdown | 0.77 | -1.21 | +1.98 |
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
| YACKX | ARSVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.26 | -0.34 | +0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.17 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.46 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.39 | +0.29 |
Correlation
The correlation between YACKX and ARSVX is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
YACKX vs. ARSVX - Dividend Comparison
Neither YACKX nor ARSVX has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YACKX AMG Yacktman Fund | 0.00% | 0.00% | 17.32% | 4.39% | 7.35% | 3.72% | 10.82% | 16.84% | 23.06% | 10.67% | 8.57% | 13.66% |
ARSVX AMG River Road Small Cap Value Fund | 0.00% | 0.00% | 8.50% | 4.78% | 3.87% | 7.75% | 0.00% | 12.10% | 13.01% | 14.96% | 4.96% | 6.51% |
Drawdowns
YACKX vs. ARSVX - Drawdown Comparison
The maximum YACKX drawdown since its inception was -46.65%, smaller than the maximum ARSVX drawdown of -54.85%. Use the drawdown chart below to compare losses from any high point for YACKX and ARSVX.
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Drawdown Indicators
| YACKX | ARSVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.65% | -54.85% | +8.20% |
Max Drawdown (1Y)Largest decline over 1 year | -16.30% | -16.62% | +0.32% |
Max Drawdown (5Y)Largest decline over 5 years | -19.86% | -19.21% | -0.65% |
Max Drawdown (10Y)Largest decline over 10 years | -30.93% | -40.52% | +9.59% |
Current DrawdownCurrent decline from peak | -9.42% | -15.93% | +6.51% |
Average DrawdownAverage peak-to-trough decline | -5.28% | -8.64% | +3.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.50% | 6.79% | -1.29% |
Volatility
YACKX vs. ARSVX - Volatility Comparison
AMG Yacktman Fund (YACKX) has a higher volatility of 5.19% compared to AMG River Road Small Cap Value Fund (ARSVX) at 4.07%. This indicates that YACKX's price experiences larger fluctuations and is considered to be riskier than ARSVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| YACKX | ARSVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.19% | 4.07% | +1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 19.29% | 14.37% | +4.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.08% | 20.60% | +0.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.03% | 17.93% | -0.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.10% | 19.37% | -3.27% |