YAFFX vs. AAPL
Compare and contrast key facts about AMG Yacktman Focused Fund (YAFFX) and Apple Inc (AAPL).
YAFFX is managed by AMG. It was launched on May 1, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: YAFFX or AAPL.
Correlation
The correlation between YAFFX and AAPL is 0.41, 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
YAFFX vs. AAPL - Performance Comparison
Key characteristics
YAFFX:
-0.42
AAPL:
1.21
YAFFX:
-0.42
AAPL:
1.82
YAFFX:
0.92
AAPL:
1.23
YAFFX:
-0.38
AAPL:
1.64
YAFFX:
-2.08
AAPL:
4.00
YAFFX:
2.95%
AAPL:
6.81%
YAFFX:
14.45%
AAPL:
22.53%
YAFFX:
-55.32%
AAPL:
-81.80%
YAFFX:
-16.12%
AAPL:
-2.14%
Returns By Period
In the year-to-date period, YAFFX achieves a -8.18% return, which is significantly lower than AAPL's 29.47% return. Over the past 10 years, YAFFX has underperformed AAPL with an annualized return of 7.58%, while AAPL has yielded a comparatively higher 25.91% annualized return.
YAFFX
-8.18%
-13.25%
-11.08%
-6.65%
6.20%
7.58%
AAPL
29.47%
8.78%
16.02%
26.57%
29.75%
25.91%
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Risk-Adjusted Performance
YAFFX vs. AAPL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Focused Fund (YAFFX) and Apple Inc (AAPL). 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
YAFFX vs. AAPL - Dividend Comparison
YAFFX has not paid dividends to shareholders, while AAPL's dividend yield for the trailing twelve months is around 0.40%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YAFFX AMG Yacktman Focused Fund | 0.00% | 1.23% | 1.17% | 0.75% | 0.81% | 1.38% | 1.75% | 0.97% | 1.54% | 1.19% | 0.68% | 0.55% |
AAPL Apple Inc | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
Drawdowns
YAFFX vs. AAPL - Drawdown Comparison
The maximum YAFFX drawdown since its inception was -55.32%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for YAFFX and AAPL. For additional features, visit the drawdowns tool.
Volatility
YAFFX vs. AAPL - Volatility Comparison
AMG Yacktman Focused Fund (YAFFX) has a higher volatility of 10.79% compared to Apple Inc (AAPL) at 3.78%. This indicates that YAFFX's price experiences larger fluctuations and is considered to be riskier than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.