YACKX vs. PNAIX
Compare and contrast key facts about AMG Yacktman Fund (YACKX) and T. Rowe Price All-Cap Opportunities Fund I Class (PNAIX).
YACKX is managed by AMG. It was launched on Jul 6, 1992. PNAIX is a passively managed fund by T. Rowe Price that tracks the performance of the Russell 3000 Index. It was launched on Dec 17, 2015.
Performance
YACKX vs. PNAIX - Performance Comparison
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YACKX vs. PNAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
YACKX AMG Yacktman Fund | 4.19% | 1.34% | 13.15% | 15.46% | -7.50% | 19.66% | 15.25% | 27.49% | 2.79% | 18.25% |
PNAIX T. Rowe Price All-Cap Opportunities Fund I Class | -12.32% | 26.95% | 25.43% | 29.18% | -21.25% | 20.76% | 44.92% | 35.66% | 1.40% | 20.15% |
Returns By Period
In the year-to-date period, YACKX achieves a 4.19% return, which is significantly higher than PNAIX's -12.32% return. Over the past 10 years, YACKX has underperformed PNAIX with an annualized return of 11.21%, while PNAIX has yielded a comparatively higher 15.11% annualized return.
YACKX
- 1D
- -0.42%
- 1M
- -6.86%
- YTD
- 4.19%
- 6M
- -6.42%
- 1Y
- 4.05%
- 3Y*
- 10.37%
- 5Y*
- 7.00%
- 10Y*
- 11.21%
PNAIX
- 1D
- -0.24%
- 1M
- -9.12%
- YTD
- -12.32%
- 6M
- -3.70%
- 1Y
- 16.53%
- 3Y*
- 18.96%
- 5Y*
- 10.51%
- 10Y*
- 15.11%
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YACKX vs. PNAIX - Expense Ratio Comparison
YACKX has a 0.71% expense ratio, which is higher than PNAIX's 0.66% expense ratio.
Return for Risk
YACKX vs. PNAIX — Risk / Return Rank
YACKX
PNAIX
YACKX vs. PNAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Fund (YACKX) and T. Rowe Price All-Cap Opportunities Fund I Class (PNAIX). 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 | PNAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.20 | 0.88 | -0.67 |
Sortino ratioReturn per unit of downside risk | 0.35 | 1.44 | -1.08 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.21 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.18 | 1.04 | -0.85 |
Martin ratioReturn relative to average drawdown | 0.55 | 3.84 | -3.29 |
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 | PNAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.20 | 0.88 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.59 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.79 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.76 | -0.08 |
Correlation
The correlation between YACKX and PNAIX is 0.73, 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. PNAIX - Dividend Comparison
YACKX has not paid dividends to shareholders, while PNAIX's dividend yield for the trailing twelve months is around 19.22%.
| 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% |
PNAIX T. Rowe Price All-Cap Opportunities Fund I Class | 19.22% | 16.85% | 9.37% | 5.23% | 3.31% | 20.62% | 15.56% | 7.43% | 12.75% | 0.29% | 0.00% | 0.00% |
Drawdowns
YACKX vs. PNAIX - Drawdown Comparison
The maximum YACKX drawdown since its inception was -46.65%, which is greater than PNAIX's maximum drawdown of -30.49%. Use the drawdown chart below to compare losses from any high point for YACKX and PNAIX.
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Drawdown Indicators
| YACKX | PNAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.65% | -30.49% | -16.16% |
Max Drawdown (1Y)Largest decline over 1 year | -16.30% | -14.02% | -2.28% |
Max Drawdown (5Y)Largest decline over 5 years | -19.86% | -29.29% | +9.43% |
Max Drawdown (10Y)Largest decline over 10 years | -30.93% | -30.49% | -0.44% |
Current DrawdownCurrent decline from peak | -10.67% | -14.02% | +3.35% |
Average DrawdownAverage peak-to-trough decline | -5.28% | -5.54% | +0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.46% | 3.78% | +1.68% |
Volatility
YACKX vs. PNAIX - Volatility Comparison
AMG Yacktman Fund (YACKX) and T. Rowe Price All-Cap Opportunities Fund I Class (PNAIX) have volatilities of 4.89% and 4.88%, 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.
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Volatility by Period
| YACKX | PNAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.89% | 4.88% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 19.24% | 12.45% | +6.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.08% | 19.41% | +1.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.02% | 17.87% | -0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.09% | 19.26% | -3.17% |