YACKX vs. WMT

Last updated Apr 2, 2026

Compare and contrast key facts about AMG Yacktman Fund (YACKX) and Walmart Inc. (WMT).

YACKX is managed by AMG. It was launched on Jul 6, 1992.

Performance

YACKX vs. WMT - Performance Comparison

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

YACKX vs. WMT - 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%
WMT Walmart Inc.	12.19%	24.49%	73.99%	12.88%	-0.46%	1.97%	23.32%	30.16%	-3.43%	46.56%

Returns By Period

In the year-to-date period, YACKX achieves a 5.65% return, which is significantly lower than WMT's 12.19% return. Over the past 10 years, YACKX has underperformed WMT with an annualized return of 11.36%, while WMT has yielded a comparatively higher 20.52% 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%

WMT

• 1D: 0.37%
• 1M: -1.66%
• YTD: 12.19%
• 6M: 22.84%
• 1Y: 41.67%
• 3Y*: 37.98%
• 5Y*: 24.13%
• 10Y*: 20.52%

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

Return for Risk

YACKX vs. WMT — 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

WMT

WMT Risk / Return Rank: 88
WMT Sharpe Ratio Rank: 87
WMT Sortino Ratio Rank: 88
WMT Omega Ratio Rank: 84
WMT Calmar Ratio Rank: 90
WMT Martin Ratio Rank: 90

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. WMT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Fund (YACKX) and Walmart Inc. (WMT). 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	WMT	Difference
Sharpe ratio Return per unit of total volatility	0.26	1.73	-1.47
Sortino ratio Return per unit of downside risk	0.42	2.66	-2.24
Omega ratio Gain probability vs. loss probability	1.10	1.33	-0.23
Calmar ratio Return relative to maximum drawdown	0.26	3.97	-3.71
Martin ratio Return relative to average drawdown	0.77	10.92	-10.15
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. WMT - Sharpe Ratio Comparison

The current YACKX Sharpe Ratio is 0.26, which is lower than the WMT Sharpe Ratio of 1.73. The chart below compares the historical Sharpe Ratios of YACKX and WMT, 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	WMT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.26	1.73	-1.47
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.42	1.15	-0.73
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.71	0.95	-0.24
Sharpe Ratio (All Time) Calculated using the full available price history	0.68	0.64	+0.04

Correlation

The correlation between YACKX and WMT is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

YACKX vs. WMT - Dividend Comparison

YACKX has not paid dividends to shareholders, while WMT's dividend yield for the trailing twelve months is around 0.76%.

	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%
WMT Walmart Inc.	0.76%	0.84%	0.92%	1.45%	1.58%	1.52%	1.50%	1.78%	2.23%	2.07%	2.89%	3.20%

Drawdowns

YACKX vs. WMT - Drawdown Comparison

The maximum YACKX drawdown since its inception was -46.65%, smaller than the maximum WMT drawdown of -77.14%. Use the drawdown chart below to compare losses from any high point for YACKX and WMT.

Drawdown Indicators

	YACKX	WMT	Difference
Max Drawdown Largest peak-to-trough decline	-46.65%	-77.14%	+30.49%
Max Drawdown (1Y) Largest decline over 1 year	-16.30%	-10.92%	-5.38%
Max Drawdown (5Y) Largest decline over 5 years	-19.86%	-25.74%	+5.88%
Max Drawdown (10Y) Largest decline over 10 years	-30.93%	-25.74%	-5.19%
Current Drawdown Current decline from peak	-9.42%	-6.64%	-2.78%
Average Drawdown Average peak-to-trough decline	-5.28%	-14.66%	+9.38%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.50%	3.97%	+1.53%

Volatility

YACKX vs. WMT - Volatility Comparison

The current volatility for AMG Yacktman Fund (YACKX) is 5.19%, while Walmart Inc. (WMT) has a volatility of 5.93%. This indicates that YACKX experiences smaller price fluctuations and is considered to be less risky than WMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	YACKX	WMT	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.19%	5.93%	-0.74%
Volatility (6M) Calculated over the trailing 6-month period	19.29%	17.03%	+2.26%
Volatility (1Y) Calculated over the trailing 1-year period	21.08%	24.17%	-3.09%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.03%	21.09%	-4.06%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.10%	21.70%	-5.60%