YAFFX vs. SVAAX

Last updated Aug 4, 2026

YAFFX (AMG Yacktman Focused Fund) and SVAAX (Federated Hermes Strategic Value Dividend Fund Class A) are both mutual funds - YAFFX is a Large Cap Value Equities fund managed by AMG, while SVAAX is a Dividend fund actively managed by Federated. Over the past 10 years, YAFFX returned 13.12%/yr vs 8.14%/yr for SVAAX. Their 0.73 correlation means they have sometimes moved together and sometimes differently. YAFFX charges 1.25%/yr vs 1.06%/yr for SVAAX.

Performance

YAFFX vs. SVAAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AMG Yacktman Focused Fund (YAFFX) and Federated Hermes Strategic Value Dividend Fund Class A (SVAAX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, YAFFX achieves a 25.82% return, which is significantly higher than SVAAX's 15.15% return. Over the past 10 years, YAFFX has outperformed SVAAX with an annualized return of 13.12%, while SVAAX has yielded a comparatively lower 8.14% annualized return.

YAFFX

• 1D: 1.17%
• 1M: 4.09%
• 6M: 15.10%
• YTD: 25.82%
• 1Y: 43.31%
• 3Y*: 18.05%
• 5Y*: 11.82%
• 10Y*: 13.12%
• ALL TIME*: 10.51%

SVAAX

• 1D: -0.14%
• 1M: 2.31%
• 6M: 8.52%
• YTD: 15.15%
• 1Y: 23.95%
• 3Y*: 16.18%
• 5Y*: 11.47%
• 10Y*: 8.14%
• ALL TIME*: 7.74%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
SVAAX Federated Hermes Strategic Value Dividend Fund Class A	$0.00	$0.00	$0.00
YAFFX AMG Yacktman Focused Fund	$0.00	$0.00	$0.00

YAFFX vs. SVAAX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
YAFFX AMG Yacktman Focused Fund	25.82%	23.70%	0.63%	16.53%	-8.20%	16.48%	17.22%	19.21%	2.99%	20.07%
SVAAX Federated Hermes Strategic Value Dividend Fund Class A	15.15%	14.42%	16.29%	-2.07%	8.07%	21.36%	-8.15%	19.42%	-8.44%	14.69%

Correlation

The correlation between YAFFX and SVAAX is -0.03, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	-0.03
Correlation (3Y) Balances recent behavior with more history.	0.36
Correlation (5Y) Shows whether the relationship held over a longer period.	0.54
Correlation (10Y) Provides a long-term view across more market conditions.	0.61
Correlation (All Time) Calculated using the full available price history since Jan 3, 2006	0.73

The correlation between YAFFX and SVAAX shifts across timeframes, from -0.03 (1 year) to 0.73 (all time), reflecting how their relationship changes across market environments.

Return for Risk

YAFFX vs. SVAAX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

YAFFX

YAFFX Risk / Return Rank: 91
YAFFX Sharpe Ratio Rank: 95
YAFFX Sortino Ratio Rank: 87
YAFFX Omega Ratio Rank: 90
YAFFX Calmar Ratio Rank: 96
YAFFX Martin Ratio Rank: 87

SVAAX

SVAAX Risk / Return Rank: 94
SVAAX Sharpe Ratio Rank: 95
SVAAX Sortino Ratio Rank: 94
SVAAX Omega Ratio Rank: 88
SVAAX Calmar Ratio Rank: 98
SVAAX Martin Ratio Rank: 95

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

YAFFX vs. SVAAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Focused Fund (YAFFX) and Federated Hermes Strategic Value Dividend Fund Class A (SVAAX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	YAFFX	SVAAX	Difference
Sharpe ratio: Return per unit of total volatility	2.57	2.62	-0.05
Sortino ratio: Return per unit of downside risk	3.19	3.83	-0.64
Omega ratio: Gain probability vs. loss probability	1.48	1.45	+0.03
Calmar ratio: Return relative to maximum drawdown	4.74	6.24	-1.49
Martin ratio: Return relative to average drawdown	11.78	16.53	-4.75

YAFFX vs. SVAAX - Sharpe Ratio Comparison

The current YAFFX Sharpe Ratio is 2.57, which is comparable to the SVAAX Sharpe Ratio of 2.62. The chart below compares the historical Sharpe Ratios of YAFFX and SVAAX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

YAFFX vs. SVAAX - Drawdown Comparison

The maximum YAFFX drawdown since its inception was -43.80%, smaller than the maximum SVAAX drawdown of -51.16%. Use the drawdown chart below to compare losses from any high point for YAFFX and SVAAX.

Drawdown Indicators

	YAFFX	SVAAX	Difference
Max Drawdown Largest peak-to-trough decline	-43.80%	-51.16%	+7.36%
Max Drawdown (1Y) Largest decline over 1 year	-8.76%	-4.71%	-4.05%
Max Drawdown (3Y) Largest decline over 3 years	-15.63%	-12.84%	-2.79%
Max Drawdown (5Y) Largest decline over 5 years	-21.31%	-16.17%	-5.14%
Max Drawdown (10Y) Largest decline over 10 years	-30.62%	-36.47%	+5.85%
Current Drawdown Current decline from peak	-4.24%	-1.64%	-2.60%
Average Drawdown Average peak-to-trough decline	-6.09%	-8.15%	+2.06%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.52%	1.69%	+1.83%

Volatility

YAFFX vs. SVAAX - Volatility Comparison

The current volatility for AMG Yacktman Focused Fund (YAFFX) is 4.17%, while Federated Hermes Strategic Value Dividend Fund Class A (SVAAX) has a volatility of 4.58%. This indicates that YAFFX experiences smaller price fluctuations and is considered to be less risky than SVAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	YAFFX	SVAAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.17%	4.58%	-0.41%
Volatility (6M) Calculated over the trailing 6-month period	14.27%	8.67%	+5.60%
Volatility (1Y) Calculated over the trailing 1-year period	16.23%	11.30%	+4.93%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.93%	13.80%	+0.13%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.34%	15.44%	-1.10%

YAFFX vs. SVAAX - Expense Ratio Comparison

YAFFX has a 1.25% expense ratio, which is higher than SVAAX's 1.06% expense ratio.

Dividends

YAFFX vs. SVAAX - Dividend Comparison

YAFFX's dividend yield for the trailing twelve months is around 14.74%, more than SVAAX's 5.63% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SVAAX Federated Hermes Strategic Value Dividend Fund Class A	5.63%	5.80%	7.38%	4.10%	9.49%	3.50%	4.06%	8.55%	8.39%	10.16%	5.00%	8.45%
YAFFX AMG Yacktman Focused Fund	14.74%	18.55%	10.20%	4.42%	7.60%	4.70%	11.87%	15.84%	22.15%	11.82%	11.81%	24.36%

Frequently Asked Questions

Can I hold both YAFFX and SVAAX in my portfolio?

YAFFX and SVAAX have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, YAFFX or SVAAX?

SVAAX has higher volatility (4.58%) compared to YAFFX (4.17%). In terms of maximum drawdown, YAFFX dropped -43.80% vs SVAAX's -51.16%.

Which has better risk-adjusted returns?

SVAAX currently has the higher Sharpe Ratio (2.62 vs 2.57), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.