YAFFX vs. CZA

In the year-to-date period, YAFFX achieves a 2.06% return, which is significantly higher than CZA's -0.92% return. Both investments have delivered pretty close results over the past 10 years, with YAFFX having a 9.08% annualized return and CZA not far behind at 8.67%.

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YAFFX has a 1.25% expense ratio, which is higher than CZA's 0.69% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Focused Fund (YAFFX) and Invesco Zacks Mid-Cap ETF (CZA). 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.

The current YAFFX Sharpe Ratio is -0.30, which is lower than the CZA Sharpe Ratio of 0.25. The chart below compares the historical Sharpe Ratios of YAFFX and CZA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

YAFFX's dividend yield for the trailing twelve months is around 1.92%, more than CZA's 1.28% yield.

The maximum YAFFX drawdown since its inception was -55.32%, roughly equal to the maximum CZA drawdown of -53.20%. Use the drawdown chart below to compare losses from any high point for YAFFX and CZA. For additional features, visit the drawdowns tool.

The current volatility for AMG Yacktman Focused Fund (YAFFX) is 3.69%, while Invesco Zacks Mid-Cap ETF (CZA) has a volatility of 6.27%. This indicates that YAFFX experiences smaller price fluctuations and is considered to be less risky than CZA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.