YACKX vs. SVAAX

Last updated Jun 4, 2026

YACKX (AMG Yacktman Fund) and SVAAX (Federated Hermes Strategic Value Dividend Fund Class A) are both mutual funds - YACKX is a Large Cap Value Equities fund managed by AMG, while SVAAX is a Dividend fund actively managed by Federated Hermes. Over the past 10 years, YACKX returned 12.64%/yr vs 7.83%/yr for SVAAX. A 0.77 correlation means they provide meaningful diversification when combined. YACKX charges 0.71%/yr vs 1.06%/yr for SVAAX.

Performance

YACKX vs. SVAAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AMG Yacktman Fund (YACKX) and Federated Hermes Strategic Value Dividend Fund Class A (SVAAX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, YACKX achieves a 19.98% return, which is significantly higher than SVAAX's 8.72% return. Over the past 10 years, YACKX has outperformed SVAAX with an annualized return of 12.64%, while SVAAX has yielded a comparatively lower 7.83% annualized return.

YACKX

• 1D: -0.44%
• 1M: 5.67%
• YTD: 19.98%
• 6M: 5.18%
• 1Y: 16.49%
• 3Y*: 15.00%
• 5Y*: 8.95%
• 10Y*: 12.64%

SVAAX

• 1D: 0.44%
• 1M: -0.20%
• YTD: 8.72%
• 6M: 8.60%
• 1Y: 18.89%
• 3Y*: 15.08%
• 5Y*: 10.02%
• 10Y*: 7.83%

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

YACKX vs. SVAAX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
YACKX AMG Yacktman Fund	19.98%	1.34%	13.15%	15.46%	-7.50%	19.66%	15.25%	27.49%	2.79%	18.25%
SVAAX Federated Hermes Strategic Value Dividend Fund Class A	8.72%	14.42%	16.29%	-2.07%	8.07%	21.36%	-8.15%	19.42%	-8.44%	14.69%

Correlation

The correlation between YACKX and SVAAX is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.24
Correlation (3Y) Calculated over the trailing 3-year period	0.50
Correlation (5Y) Calculated over the trailing 5-year period	0.65
Correlation (10Y) Calculated over the trailing 10-year period	0.68
Correlation (All Time) Calculated using the full available price history since Jan 4, 2006	0.77

Over the past year, the correlation between YACKX and SVAAX has dropped to 0.24 - well below their long-term average of 0.77, suggesting their price drivers have been diverging.

Return for Risk

YACKX vs. SVAAX — Risk / Return Rank

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

YACKX

YACKX Risk / Return Rank: 13
YACKX Sharpe Ratio Rank: 11
YACKX Sortino Ratio Rank: 8
YACKX Omega Ratio Rank: 27
YACKX Calmar Ratio Rank: 10
YACKX Martin Ratio Rank: 10

SVAAX

SVAAX Risk / Return Rank: 68
SVAAX Sharpe Ratio Rank: 62
SVAAX Sortino Ratio Rank: 65
SVAAX Omega Ratio Rank: 51
SVAAX Calmar Ratio Rank: 92
SVAAX Martin Ratio Rank: 72

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. SVAAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Fund (YACKX) and Federated Hermes Strategic Value Dividend Fund Class A (SVAAX). 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	SVAAX	Difference
Sharpe ratio: Return per unit of total volatility	0.86	2.32	-1.45
Sortino ratio: Return per unit of downside risk	1.00	3.39	-2.39
Omega ratio: Gain probability vs. loss probability	1.27	1.39	-0.12
Calmar ratio: Return relative to maximum drawdown	1.03	5.06	-4.03
Martin ratio: Return relative to average drawdown	2.99	13.74	-10.74
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. SVAAX - Sharpe Ratio Comparison

The current YACKX Sharpe Ratio is 0.86, which is lower than the SVAAX Sharpe Ratio of 2.32. The chart below compares the historical Sharpe Ratios of YACKX and SVAAX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	YACKX	SVAAX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.86	2.32	-1.45
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.53	0.77	-0.24
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.79	0.52	+0.26
Sharpe Ratio (All Time) Calculated using the full available price history	0.71	0.48	+0.23

Drawdowns

YACKX vs. SVAAX - Drawdown Comparison

The maximum YACKX drawdown since its inception was -46.65%, smaller than the maximum SVAAX drawdown of -51.16%. Use the drawdown chart below to compare losses from any high point for YACKX and SVAAX.

Drawdown Indicators

	YACKX	SVAAX	Difference
Max Drawdown Largest peak-to-trough decline	-46.65%	-51.16%	+4.51%
Max Drawdown (1Y) Largest decline over 1 year	-16.30%	-4.71%	-11.59%
Max Drawdown (3Y) Largest decline over 3 years	-18.30%	-12.84%	-5.46%
Max Drawdown (5Y) Largest decline over 5 years	-19.86%	-16.17%	-3.69%
Max Drawdown (10Y) Largest decline over 10 years	-30.93%	-36.47%	+5.54%
Current Drawdown Current decline from peak	-0.44%	-3.33%	+2.89%
Average Drawdown Average peak-to-trough decline	-5.27%	-8.21%	+2.94%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.57%	2.60%	+2.97%

Volatility

YACKX vs. SVAAX - Volatility Comparison

AMG Yacktman Fund (YACKX) has a higher volatility of 4.31% compared to Federated Hermes Strategic Value Dividend Fund Class A (SVAAX) at 3.60%. This indicates that YACKX's price experiences larger fluctuations and is considered to be riskier than SVAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	YACKX	SVAAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.31%	3.60%	+0.71%
Volatility (6M) Calculated over the trailing 6-month period	19.61%	7.37%	+12.24%
Volatility (1Y) Calculated over the trailing 1-year period	19.37%	10.30%	+9.07%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.10%	13.65%	+3.45%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.15%	15.39%	+0.76%

YACKX vs. SVAAX - Expense Ratio Comparison

YACKX has a 0.71% expense ratio, which is lower than SVAAX's 1.06% expense ratio.

Dividends

YACKX vs. SVAAX - Dividend Comparison

YACKX has not paid dividends to shareholders, while SVAAX's dividend yield for the trailing twelve months is around 5.88%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SVAAX Federated Hermes Strategic Value Dividend Fund Class A	5.88%	5.80%	7.38%	4.10%	9.49%	3.50%	4.06%	8.55%	8.39%	10.16%	5.00%	8.45%
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%

Frequently Asked Questions

Can I hold both YACKX and SVAAX in my portfolio?

YACKX and SVAAX have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, YACKX or SVAAX?

YACKX has higher volatility (4.31%) compared to SVAAX (3.60%). In terms of maximum drawdown, YACKX dropped -46.65% vs SVAAX's -51.16%.

Which has better risk-adjusted returns?

SVAAX currently has the higher Sharpe Ratio (2.32 vs 0.86), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.