YAFFX vs. CABDX
Compare and contrast key facts about AMG Yacktman Focused Fund (YAFFX) and AB Relative Value Fund (CABDX).
YAFFX is managed by AMG. It was launched on May 1, 1997. CABDX is managed by AllianceBernstein. It was launched on Jul 1, 1932.
Performance
YAFFX vs. CABDX - Performance Comparison
Loading graphics...
YAFFX vs. CABDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
YAFFX AMG Yacktman Focused Fund | 8.59% | 3.89% | 9.30% | 16.53% | -8.20% | 16.48% | 17.22% | 19.21% | 2.99% | 20.07% |
CABDX AB Relative Value Fund | 0.62% | 10.26% | 12.63% | 11.24% | -4.23% | 27.48% | 2.81% | 23.06% | -6.00% | 18.84% |
Returns By Period
In the year-to-date period, YAFFX achieves a 8.59% return, which is significantly higher than CABDX's 0.62% return. Over the past 10 years, YAFFX has outperformed CABDX with an annualized return of 10.91%, while CABDX has yielded a comparatively lower 10.24% annualized return.
YAFFX
- 1D
- -0.76%
- 1M
- -8.71%
- YTD
- 8.59%
- 6M
- -1.14%
- 1Y
- 11.37%
- 3Y*
- 11.67%
- 5Y*
- 7.33%
- 10Y*
- 10.91%
CABDX
- 1D
- 0.00%
- 1M
- -5.67%
- YTD
- 0.62%
- 6M
- 3.12%
- 1Y
- 9.01%
- 3Y*
- 11.54%
- 5Y*
- 8.62%
- 10Y*
- 10.24%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
YAFFX vs. CABDX - Expense Ratio Comparison
YAFFX has a 1.25% expense ratio, which is higher than CABDX's 0.90% expense ratio.
Return for Risk
YAFFX vs. CABDX — Risk / Return Rank
YAFFX
CABDX
YAFFX vs. CABDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Focused Fund (YAFFX) and AB Relative Value Fund (CABDX). 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.
| YAFFX | CABDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 0.67 | -0.18 |
Sortino ratioReturn per unit of downside risk | 0.67 | 1.02 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.15 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.57 | 0.73 | -0.16 |
Martin ratioReturn relative to average drawdown | 2.02 | 3.25 | -1.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| YAFFX | CABDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 0.67 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.60 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.62 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.61 | -0.03 |
Correlation
The correlation between YAFFX and CABDX is 0.79, 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
YAFFX vs. CABDX - Dividend Comparison
YAFFX has not paid dividends to shareholders, while CABDX's dividend yield for the trailing twelve months is around 6.01%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YAFFX AMG Yacktman Focused Fund | 0.00% | 0.00% | 18.44% | 4.42% | 7.60% | 4.70% | 11.87% | 15.84% | 22.15% | 11.82% | 11.81% | 24.36% |
CABDX AB Relative Value Fund | 6.01% | 6.05% | 11.24% | 6.55% | 8.00% | 10.15% | 1.18% | 4.45% | 15.34% | 12.71% | 6.97% | 4.34% |
Drawdowns
YAFFX vs. CABDX - Drawdown Comparison
The maximum YAFFX drawdown since its inception was -43.80%, smaller than the maximum CABDX drawdown of -57.40%. Use the drawdown chart below to compare losses from any high point for YAFFX and CABDX.
Loading graphics...
Drawdown Indicators
| YAFFX | CABDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.80% | -57.40% | +13.60% |
Max Drawdown (1Y)Largest decline over 1 year | -17.08% | -11.67% | -5.41% |
Max Drawdown (5Y)Largest decline over 5 years | -21.31% | -17.53% | -3.78% |
Max Drawdown (10Y)Largest decline over 10 years | -30.62% | -36.33% | +5.71% |
Current DrawdownCurrent decline from peak | -8.71% | -6.21% | -2.50% |
Average DrawdownAverage peak-to-trough decline | -6.24% | -8.47% | +2.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.83% | 2.61% | +2.22% |
Volatility
YAFFX vs. CABDX - Volatility Comparison
AMG Yacktman Focused Fund (YAFFX) has a higher volatility of 7.76% compared to AB Relative Value Fund (CABDX) at 3.28%. This indicates that YAFFX's price experiences larger fluctuations and is considered to be riskier than CABDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| YAFFX | CABDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.76% | 3.28% | +4.48% |
Volatility (6M)Calculated over the trailing 6-month period | 21.51% | 7.79% | +13.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.92% | 15.06% | +7.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.85% | 14.46% | +3.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.39% | 16.51% | -0.12% |