YACKX vs. LKEQX

Last updated Apr 2, 2026

Compare and contrast key facts about AMG Yacktman Fund (YACKX) and LKCM Equity Fund (LKEQX).

YACKX is managed by AMG. It was launched on Jul 6, 1992. LKEQX is managed by LKCM. It was launched on Jan 3, 1996.

Performance

YACKX vs. LKEQX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AMG Yacktman Fund (YACKX) and LKCM Equity Fund (LKEQX). The values are adjusted to include any dividend payments, if applicable.

YACKX vs. LKEQX - 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%
LKEQX LKCM Equity Fund	-0.96%	10.39%	14.37%	12.65%	-15.50%	22.50%	22.79%	29.85%	-3.30%	21.69%

Returns By Period

In the year-to-date period, YACKX achieves a 5.65% return, which is significantly higher than LKEQX's -0.96% return. Both investments have delivered pretty close results over the past 10 years, with YACKX having a 11.36% annualized return and LKEQX not far ahead at 11.65%.

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%

LKEQX

• 1D: 2.70%
• 1M: -6.48%
• YTD: -0.96%
• 6M: -2.23%
• 1Y: 14.19%
• 3Y*: 11.14%
• 5Y*: 6.39%
• 10Y*: 11.65%

*Multi-year figures are annualized to reflect compound growth (CAGR)

YACKX vs. LKEQX - Expense Ratio Comparison

YACKX has a 0.71% expense ratio, which is lower than LKEQX's 0.80% expense ratio.

LKEQX

LKCM Equity Fund

YACKX

AMG Yacktman Fund

Return for Risk

YACKX vs. LKEQX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

YACKX

YACKX Risk / Return Rank: 11
YACKX Sharpe Ratio Rank: 10
YACKX Sortino Ratio Rank: 8
YACKX Omega Ratio Rank: 15
YACKX Calmar Ratio Rank: 10
YACKX Martin Ratio Rank: 10

LKEQX

LKEQX Risk / Return Rank: 37
LKEQX Sharpe Ratio Rank: 33
LKEQX Sortino Ratio Rank: 35
LKEQX Omega Ratio Rank: 35
LKEQX Calmar Ratio Rank: 39
LKEQX Martin Ratio Rank: 44

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

YACKX vs. LKEQX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Fund (YACKX) and LKCM Equity Fund (LKEQX). 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	LKEQX	Difference
Sharpe ratio Return per unit of total volatility	0.26	0.85	-0.58
Sortino ratio Return per unit of downside risk	0.42	1.29	-0.87
Omega ratio Gain probability vs. loss probability	1.10	1.19	-0.08
Calmar ratio Return relative to maximum drawdown	0.26	1.21	-0.95
Martin ratio Return relative to average drawdown	0.77	5.11	-4.34
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

YACKX vs. LKEQX - Sharpe Ratio Comparison

The current YACKX Sharpe Ratio is 0.26, which is lower than the LKEQX Sharpe Ratio of 0.85. The chart below compares the historical Sharpe Ratios of YACKX and LKEQX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	YACKX	LKEQX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.26	0.85	-0.58
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.42	0.41	+0.01
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.71	0.70	+0.01
Sharpe Ratio (All Time) Calculated using the full available price history	0.68	0.51	+0.18

Correlation

The correlation between YACKX and LKEQX is 0.81, 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. LKEQX - Dividend Comparison

YACKX has not paid dividends to shareholders, while LKEQX's dividend yield for the trailing twelve months is around 8.36%.

	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%
LKEQX LKCM Equity Fund	8.36%	8.28%	6.82%	1.46%	5.50%	6.83%	5.60%	4.44%	7.75%	4.87%	6.61%	2.86%

Drawdowns

YACKX vs. LKEQX - Drawdown Comparison

The maximum YACKX drawdown since its inception was -46.65%, roughly equal to the maximum LKEQX drawdown of -48.52%. Use the drawdown chart below to compare losses from any high point for YACKX and LKEQX.

Drawdown Indicators

	YACKX	LKEQX	Difference
Max Drawdown Largest peak-to-trough decline	-46.65%	-48.52%	+1.87%
Max Drawdown (1Y) Largest decline over 1 year	-16.30%	-12.43%	-3.87%
Max Drawdown (5Y) Largest decline over 5 years	-19.86%	-22.63%	+2.77%
Max Drawdown (10Y) Largest decline over 10 years	-30.93%	-30.15%	-0.78%
Current Drawdown Current decline from peak	-9.42%	-6.48%	-2.94%
Average Drawdown Average peak-to-trough decline	-5.28%	-6.82%	+1.54%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.50%	2.95%	+2.55%

Volatility

YACKX vs. LKEQX - Volatility Comparison

AMG Yacktman Fund (YACKX) and LKCM Equity Fund (LKEQX) have volatilities of 5.19% and 5.20%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	YACKX	LKEQX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.19%	5.20%	-0.01%
Volatility (6M) Calculated over the trailing 6-month period	19.29%	9.23%	+10.06%
Volatility (1Y) Calculated over the trailing 1-year period	21.08%	17.29%	+3.79%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.03%	15.53%	+1.50%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.10%	16.75%	-0.65%