YASLX vs. FIQIX
Compare and contrast key facts about AMG Yacktman Special Opportunities Fund (YASLX) and Fidelity Advisor International Small Cap Fund Class Z (FIQIX).
YASLX is managed by AMG. It was launched on Jun 29, 2014. FIQIX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
YASLX vs. FIQIX - Performance Comparison
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YASLX vs. FIQIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
YASLX AMG Yacktman Special Opportunities Fund | 9.59% | 6.27% | 11.23% | 3.65% | -13.59% | 24.45% | 12.82% | 17.07% | -5.77% |
FIQIX Fidelity Advisor International Small Cap Fund Class Z | -0.19% | 24.80% | 0.14% | 19.76% | -16.53% | 13.56% | 10.12% | 21.61% | -7.47% |
Returns By Period
In the year-to-date period, YASLX achieves a 9.59% return, which is significantly higher than FIQIX's -0.19% return.
YASLX
- 1D
- 1.89%
- 1M
- -2.78%
- YTD
- 9.59%
- 6M
- 4.21%
- 1Y
- 16.11%
- 3Y*
- 10.42%
- 5Y*
- 4.82%
- 10Y*
- 10.88%
FIQIX
- 1D
- 2.36%
- 1M
- -6.50%
- YTD
- -0.19%
- 6M
- 1.69%
- 1Y
- 18.18%
- 3Y*
- 11.24%
- 5Y*
- 5.47%
- 10Y*
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YASLX vs. FIQIX - Expense Ratio Comparison
YASLX has a 1.86% expense ratio, which is higher than FIQIX's 0.89% expense ratio.
Return for Risk
YASLX vs. FIQIX — Risk / Return Rank
YASLX
FIQIX
YASLX vs. FIQIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Special Opportunities Fund (YASLX) and Fidelity Advisor International Small Cap Fund Class Z (FIQIX). 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.
| YASLX | FIQIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.40 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.84 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.29 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.61 | +0.02 |
Martin ratioReturn relative to average drawdown | 4.40 | 5.88 | -1.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| YASLX | FIQIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.40 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.41 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.52 | +0.06 |
Correlation
The correlation between YASLX and FIQIX is 0.74, 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
YASLX vs. FIQIX - Dividend Comparison
YASLX has not paid dividends to shareholders, while FIQIX's dividend yield for the trailing twelve months is around 3.69%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YASLX AMG Yacktman Special Opportunities Fund | 0.00% | 0.00% | 15.82% | 8.97% | 0.94% | 3.85% | 2.62% | 12.95% | 9.89% | 4.86% | 3.28% | 4.59% |
FIQIX Fidelity Advisor International Small Cap Fund Class Z | 3.69% | 3.68% | 2.73% | 1.99% | 0.83% | 7.39% | 0.93% | 2.47% | 6.33% | 0.00% | 0.00% | 0.00% |
Drawdowns
YASLX vs. FIQIX - Drawdown Comparison
The maximum YASLX drawdown since its inception was -38.91%, which is greater than FIQIX's maximum drawdown of -36.61%. Use the drawdown chart below to compare losses from any high point for YASLX and FIQIX.
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Drawdown Indicators
| YASLX | FIQIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.91% | -36.61% | -2.30% |
Max Drawdown (1Y)Largest decline over 1 year | -10.18% | -10.72% | +0.54% |
Max Drawdown (5Y)Largest decline over 5 years | -27.74% | -30.95% | +3.21% |
Max Drawdown (10Y)Largest decline over 10 years | -38.91% | — | — |
Current DrawdownCurrent decline from peak | -3.10% | -8.29% | +5.19% |
Average DrawdownAverage peak-to-trough decline | -8.33% | -6.88% | -1.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.79% | 2.95% | +0.84% |
Volatility
YASLX vs. FIQIX - Volatility Comparison
The current volatility for AMG Yacktman Special Opportunities Fund (YASLX) is 3.81%, while Fidelity Advisor International Small Cap Fund Class Z (FIQIX) has a volatility of 6.19%. This indicates that YASLX experiences smaller price fluctuations and is considered to be less risky than FIQIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| YASLX | FIQIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.81% | 6.19% | -2.38% |
Volatility (6M)Calculated over the trailing 6-month period | 8.82% | 8.99% | -0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.09% | 13.47% | -0.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.34% | 13.40% | +2.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.01% | 15.13% | -0.12% |