YAFFX vs. IVE

In the year-to-date period, YAFFX achieves a 2.06% return, which is significantly higher than IVE's -2.50% return. Both investments have delivered pretty close results over the past 10 years, with YAFFX having a 9.08% annualized return and IVE not far ahead at 9.34%.

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YAFFX has a 1.25% expense ratio, which is higher than IVE's 0.18% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Focused Fund (YAFFX) and iShares S&P 500 Value ETF (IVE). 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 IVE Sharpe Ratio of 0.19. The chart below compares the historical Sharpe Ratios of YAFFX and IVE, 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%, less than IVE's 2.05% yield.

The maximum YAFFX drawdown since its inception was -55.32%, smaller than the maximum IVE drawdown of -61.32%. Use the drawdown chart below to compare losses from any high point for YAFFX and IVE. For additional features, visit the drawdowns tool.

The current volatility for AMG Yacktman Focused Fund (YAFFX) is 3.69%, while iShares S&P 500 Value ETF (IVE) has a volatility of 5.76%. This indicates that YAFFX experiences smaller price fluctuations and is considered to be less risky than IVE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.