YACKX vs. DSEEX

In the year-to-date period, YACKX achieves a 3.35% return, which is significantly lower than DSEEX's 4.38% return. Over the past 10 years, YACKX has outperformed DSEEX with an annualized return of 9.34%, while DSEEX has yielded a comparatively lower 5.50% annualized return.

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YACKX has a 0.71% expense ratio, which is higher than DSEEX's 0.54% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Fund (YACKX) and DoubleLine Shiller Enhanced CAPE (DSEEX). 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.

The current YACKX Sharpe Ratio is 0.04, which is lower than the DSEEX Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of YACKX and DSEEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

YACKX's dividend yield for the trailing twelve months is around 2.02%, less than DSEEX's 4.88% yield.

The maximum YACKX drawdown since its inception was -55.37%, which is greater than DSEEX's maximum drawdown of -46.92%. Use the drawdown chart below to compare losses from any high point for YACKX and DSEEX. For additional features, visit the drawdowns tool.

The current volatility for AMG Yacktman Fund (YACKX) is 2.54%, while DoubleLine Shiller Enhanced CAPE (DSEEX) has a volatility of 3.82%. This indicates that YACKX experiences smaller price fluctuations and is considered to be less risky than DSEEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.