YACKX vs. TMDIX
Compare and contrast key facts about AMG Yacktman Fund (YACKX) and AMG TimesSquare Mid Cap Growth Fund (TMDIX).
YACKX is managed by AMG. It was launched on Jul 6, 1992. TMDIX is managed by AMG. It was launched on Mar 4, 2005.
Performance
YACKX vs. TMDIX - Performance Comparison
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YACKX vs. TMDIX - 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% |
TMDIX AMG TimesSquare Mid Cap Growth Fund | -7.75% | -1.76% | 10.84% | 25.07% | -22.26% | 16.75% | 33.42% | 63.26% | -4.28% | 22.66% |
Returns By Period
In the year-to-date period, YACKX achieves a 5.65% return, which is significantly higher than TMDIX's -7.75% return. Over the past 10 years, YACKX has underperformed TMDIX with an annualized return of 11.36%, while TMDIX has yielded a comparatively higher 12.04% annualized return.
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%
TMDIX
- 1D
- 3.61%
- 1M
- -6.63%
- YTD
- -7.75%
- 6M
- -20.45%
- 1Y
- -6.80%
- 3Y*
- 5.37%
- 5Y*
- 2.30%
- 10Y*
- 12.04%
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YACKX vs. TMDIX - Expense Ratio Comparison
YACKX has a 0.71% expense ratio, which is lower than TMDIX's 0.98% expense ratio.
Return for Risk
YACKX vs. TMDIX — Risk / Return Rank
YACKX
TMDIX
YACKX vs. TMDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Fund (YACKX) and AMG TimesSquare Mid Cap Growth Fund (TMDIX). 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 | TMDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.26 | -0.26 | +0.52 |
Sortino ratioReturn per unit of downside risk | 0.42 | -0.19 | +0.62 |
Omega ratioGain probability vs. loss probability | 1.10 | 0.97 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.26 | -0.35 | +0.61 |
Martin ratioReturn relative to average drawdown | 0.77 | -0.90 | +1.67 |
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 | TMDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.26 | -0.26 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.11 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.58 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.51 | +0.17 |
Correlation
The correlation between YACKX and TMDIX is 0.78, 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. TMDIX - Dividend Comparison
Neither YACKX nor TMDIX has paid dividends to shareholders.
| 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% |
TMDIX AMG TimesSquare Mid Cap Growth Fund | 0.00% | 0.00% | 8.08% | 3.98% | 3.69% | 29.72% | 18.28% | 31.06% | 16.38% | 14.44% | 5.90% | 7.73% |
Drawdowns
YACKX vs. TMDIX - Drawdown Comparison
The maximum YACKX drawdown since its inception was -46.65%, roughly equal to the maximum TMDIX drawdown of -48.73%. Use the drawdown chart below to compare losses from any high point for YACKX and TMDIX.
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Drawdown Indicators
| YACKX | TMDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.65% | -48.73% | +2.08% |
Max Drawdown (1Y)Largest decline over 1 year | -16.30% | -25.45% | +9.15% |
Max Drawdown (5Y)Largest decline over 5 years | -19.86% | -30.53% | +10.67% |
Max Drawdown (10Y)Largest decline over 10 years | -30.93% | -35.44% | +4.51% |
Current DrawdownCurrent decline from peak | -9.42% | -22.75% | +13.33% |
Average DrawdownAverage peak-to-trough decline | -5.28% | -7.07% | +1.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.50% | 9.83% | -4.33% |
Volatility
YACKX vs. TMDIX - Volatility Comparison
The current volatility for AMG Yacktman Fund (YACKX) is 5.19%, while AMG TimesSquare Mid Cap Growth Fund (TMDIX) has a volatility of 7.03%. This indicates that YACKX experiences smaller price fluctuations and is considered to be less risky than TMDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| YACKX | TMDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.19% | 7.03% | -1.84% |
Volatility (6M)Calculated over the trailing 6-month period | 19.29% | 17.30% | +1.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.08% | 23.66% | -2.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.03% | 20.35% | -3.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.10% | 21.02% | -4.92% |