YACKX vs. FLPSX

In the year-to-date period, YACKX achieves a 3.40% return, which is significantly higher than FLPSX's 3.21% return. Over the past 10 years, YACKX has outperformed FLPSX with an annualized return of 9.35%, while FLPSX has yielded a comparatively lower 8.46% annualized return.

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YACKX has a 0.71% expense ratio, which is lower than FLPSX's 0.82% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Fund (YACKX) and Fidelity Low-Priced Stock Fund (FLPSX). 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 0.08, which is comparable to the FLPSX Sharpe Ratio of 0.12. The chart below compares the historical Sharpe Ratios of YACKX and FLPSX, 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 FLPSX's 15.73% yield.

The maximum YACKX drawdown since its inception was -55.37%, roughly equal to the maximum FLPSX drawdown of -53.75%. Use the drawdown chart below to compare losses from any high point for YACKX and FLPSX. For additional features, visit the drawdowns tool.

The current volatility for AMG Yacktman Fund (YACKX) is 3.44%, while Fidelity Low-Priced Stock Fund (FLPSX) has a volatility of 4.58%. This indicates that YACKX experiences smaller price fluctuations and is considered to be less risky than FLPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.