YAFFX vs. BACAX
Compare and contrast key facts about AMG Yacktman Focused Fund (YAFFX) and BlackRock Energy Opportunities Fund (BACAX).
YAFFX is managed by AMG. It was launched on May 1, 1997. BACAX is managed by Blackrock. It was launched on Feb 16, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: YAFFX or BACAX.
Correlation
The correlation between YAFFX and BACAX is 0.58, 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. BACAX - Performance Comparison
Key characteristics
YAFFX:
-0.37
BACAX:
-0.45
YAFFX:
-0.44
BACAX:
-0.45
YAFFX:
0.94
BACAX:
0.94
YAFFX:
-0.31
BACAX:
-0.23
YAFFX:
-0.99
BACAX:
-1.58
YAFFX:
4.91%
BACAX:
6.17%
YAFFX:
13.17%
BACAX:
21.78%
YAFFX:
-55.32%
BACAX:
-82.42%
YAFFX:
-9.57%
BACAX:
-37.57%
Returns By Period
In the year-to-date period, YAFFX achieves a -1.62% return, which is significantly higher than BACAX's -3.09% return. Over the past 10 years, YAFFX has outperformed BACAX with an annualized return of 8.65%, while BACAX has yielded a comparatively lower 1.73% annualized return.
YAFFX
-1.62%
-3.55%
-7.39%
-5.05%
11.09%
8.65%
BACAX
-3.09%
-9.33%
-7.41%
-9.20%
19.66%
1.73%
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YAFFX vs. BACAX - Expense Ratio Comparison
YAFFX has a 1.25% expense ratio, which is lower than BACAX's 1.32% expense ratio.
Risk-Adjusted Performance
YAFFX vs. BACAX — Risk-Adjusted Performance Rank
YAFFX
BACAX
YAFFX vs. BACAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Focused Fund (YAFFX) and BlackRock Energy Opportunities Fund (BACAX). 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. BACAX - Dividend Comparison
YAFFX's dividend yield for the trailing twelve months is around 1.99%, less than BACAX's 2.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YAFFX AMG Yacktman Focused Fund | 1.99% | 1.96% | 1.23% | 1.17% | 0.75% | 0.81% | 1.38% | 1.75% | 0.97% | 1.54% | 1.19% | 0.68% |
BACAX BlackRock Energy Opportunities Fund | 2.36% | 2.29% | 3.06% | 2.20% | 2.39% | 3.39% | 2.69% | 2.88% | 2.48% | 1.95% | 1.98% | 1.22% |
Drawdowns
YAFFX vs. BACAX - Drawdown Comparison
The maximum YAFFX drawdown since its inception was -55.32%, smaller than the maximum BACAX drawdown of -82.42%. Use the drawdown chart below to compare losses from any high point for YAFFX and BACAX. For additional features, visit the drawdowns tool.
Volatility
YAFFX vs. BACAX - Volatility Comparison
The current volatility for AMG Yacktman Focused Fund (YAFFX) is 9.04%, while BlackRock Energy Opportunities Fund (BACAX) has a volatility of 14.97%. This indicates that YAFFX experiences smaller price fluctuations and is considered to be less risky than BACAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.