YACKX vs. VWINX
Compare and contrast key facts about AMG Yacktman Fund (YACKX) and Vanguard Wellesley Income Fund Investor Shares (VWINX).
YACKX is managed by AMG. It was launched on Jul 6, 1992. VWINX is managed by Vanguard. It was launched on Jul 1, 1970.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: YACKX or VWINX.
Key characteristics
| YACKX | VWINX | |
|---|---|---|
| YTD Return | 10.41% | 8.24% |
| 1Y Return | 18.98% | 18.00% |
| 3Y Return (Ann) | 5.69% | -0.30% |
| 5Y Return (Ann) | 11.07% | 2.80% |
| 10Y Return (Ann) | 9.62% | 3.40% |
| Sharpe Ratio | 2.07 | 2.78 |
| Sortino Ratio | 2.89 | 4.30 |
| Omega Ratio | 1.37 | 1.59 |
| Calmar Ratio | 3.70 | 1.12 |
| Martin Ratio | 11.46 | 18.03 |
| Ulcer Index | 1.74% | 1.03% |
| Daily Std Dev | 9.63% | 6.67% |
| Max Drawdown | -55.37% | -24.01% |
| Current Drawdown | 0.00% | -1.56% |
Correlation
The correlation between YACKX and VWINX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
YACKX vs. VWINX - Performance Comparison
In the year-to-date period, YACKX achieves a 10.41% return, which is significantly higher than VWINX's 8.24% return. Over the past 10 years, YACKX has outperformed VWINX with an annualized return of 9.62%, while VWINX has yielded a comparatively lower 3.40% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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YACKX vs. VWINX - Expense Ratio Comparison
YACKX has a 0.71% expense ratio, which is higher than VWINX's 0.23% expense ratio.
Risk-Adjusted Performance
YACKX vs. VWINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Fund (YACKX) and Vanguard Wellesley Income Fund Investor Shares (VWINX). 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.
Dividends
YACKX vs. VWINX - Dividend Comparison
YACKX's dividend yield for the trailing twelve months is around 1.61%, less than VWINX's 5.73% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YACKX AMG Yacktman Fund | 1.61% | 1.78% | 1.56% | 1.10% | 1.33% | 1.79% | 2.28% | 1.48% | 1.90% | 1.63% | 1.06% | 0.90% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 5.73% | 5.71% | 3.17% | 2.48% | 2.65% | 2.90% | 3.30% | 2.85% | 2.94% | 3.11% | 3.16% | 3.05% |
Drawdowns
YACKX vs. VWINX - Drawdown Comparison
The maximum YACKX drawdown since its inception was -55.37%, which is greater than VWINX's maximum drawdown of -24.01%. Use the drawdown chart below to compare losses from any high point for YACKX and VWINX. For additional features, visit the drawdowns tool.
Volatility
YACKX vs. VWINX - Volatility Comparison
AMG Yacktman Fund (YACKX) has a higher volatility of 2.28% compared to Vanguard Wellesley Income Fund Investor Shares (VWINX) at 1.48%. This indicates that YACKX's price experiences larger fluctuations and is considered to be riskier than VWINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.