YAFFX vs. CIVIX
Compare and contrast key facts about AMG Yacktman Focused Fund (YAFFX) and Causeway International Value Instl (CIVIX).
YAFFX is managed by AMG. It was launched on May 1, 1997. CIVIX is a passively managed fund by Causeway that tracks the performance of the MSCI AC World ex USA Value (Net). It was launched on Oct 26, 2001.
Performance
YAFFX vs. CIVIX - Performance Comparison
Loading graphics...
YAFFX vs. CIVIX - 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% |
CIVIX Causeway International Value Instl | -7.02% | 39.13% | 3.73% | 27.29% | -6.77% | 9.12% | 5.41% | 20.11% | -18.62% | 27.20% |
Returns By Period
In the year-to-date period, YAFFX achieves a 8.59% return, which is significantly higher than CIVIX's -7.02% return. Over the past 10 years, YAFFX has outperformed CIVIX with an annualized return of 10.91%, while CIVIX has yielded a comparatively lower 9.29% 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%
CIVIX
- 1D
- 0.78%
- 1M
- -15.11%
- YTD
- -7.02%
- 6M
- 0.62%
- 1Y
- 17.46%
- 3Y*
- 14.39%
- 5Y*
- 10.21%
- 10Y*
- 9.29%
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. CIVIX - Expense Ratio Comparison
YAFFX has a 1.25% expense ratio, which is higher than CIVIX's 0.85% expense ratio.
Return for Risk
YAFFX vs. CIVIX — Risk / Return Rank
YAFFX
CIVIX
YAFFX vs. CIVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Focused Fund (YAFFX) and Causeway International Value Instl (CIVIX). 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 | CIVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 0.85 | -0.37 |
Sortino ratioReturn per unit of downside risk | 0.67 | 1.24 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.18 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.57 | 0.91 | -0.34 |
Martin ratioReturn relative to average drawdown | 2.02 | 3.49 | -1.48 |
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 | CIVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 0.85 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.58 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.48 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.38 | +0.20 |
Correlation
The correlation between YAFFX and CIVIX is 0.67, 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.
Dividends
YAFFX vs. CIVIX - Dividend Comparison
YAFFX has not paid dividends to shareholders, while CIVIX's dividend yield for the trailing twelve months is around 10.45%.
| 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% |
CIVIX Causeway International Value Instl | 10.45% | 9.72% | 9.25% | 3.61% | 1.78% | 1.82% | 1.37% | 4.63% | 3.55% | 1.83% | 1.96% | 1.95% |
Drawdowns
YAFFX vs. CIVIX - Drawdown Comparison
The maximum YAFFX drawdown since its inception was -43.80%, smaller than the maximum CIVIX drawdown of -60.93%. Use the drawdown chart below to compare losses from any high point for YAFFX and CIVIX.
Loading graphics...
Drawdown Indicators
| YAFFX | CIVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.80% | -60.93% | +17.13% |
Max Drawdown (1Y)Largest decline over 1 year | -17.08% | -16.19% | -0.89% |
Max Drawdown (5Y)Largest decline over 5 years | -21.31% | -28.51% | +7.20% |
Max Drawdown (10Y)Largest decline over 10 years | -30.62% | -44.87% | +14.25% |
Current DrawdownCurrent decline from peak | -8.71% | -15.38% | +6.67% |
Average DrawdownAverage peak-to-trough decline | -6.24% | -11.02% | +4.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.83% | 4.21% | +0.62% |
Volatility
YAFFX vs. CIVIX - Volatility Comparison
AMG Yacktman Focused Fund (YAFFX) and Causeway International Value Instl (CIVIX) have volatilities of 7.76% and 8.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| YAFFX | CIVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.76% | 8.07% | -0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 21.51% | 12.08% | +9.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.92% | 18.74% | +4.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.85% | 17.84% | +0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.39% | 19.26% | -2.87% |