YASLX vs. FSTSX
Compare and contrast key facts about AMG Yacktman Special Opportunities Fund (YASLX) and Fidelity Series International Small Cap Fund (FSTSX).
YASLX is managed by AMG. It was launched on Jun 29, 2014. FSTSX is managed by Fidelity. It was launched on Dec 3, 2009.
Performance
YASLX vs. FSTSX - Performance Comparison
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YASLX vs. FSTSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
YASLX AMG Yacktman Special Opportunities Fund | 9.59% | 6.27% | 11.23% | 3.65% | -13.59% | 24.45% | 12.82% | 17.07% | -10.15% | 34.85% |
FSTSX Fidelity Series International Small Cap Fund | -2.29% | 27.49% | 4.97% | 18.36% | -26.25% | 18.29% | 19.61% | 28.24% | -13.19% | 34.44% |
Returns By Period
In the year-to-date period, YASLX achieves a 9.59% return, which is significantly higher than FSTSX's -2.29% return. Over the past 10 years, YASLX has outperformed FSTSX with an annualized return of 10.88%, while FSTSX has yielded a comparatively lower 9.15% annualized 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%
FSTSX
- 1D
- 2.76%
- 1M
- -7.07%
- YTD
- -2.29%
- 6M
- -0.44%
- 1Y
- 20.19%
- 3Y*
- 12.78%
- 5Y*
- 5.65%
- 10Y*
- 9.15%
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YASLX vs. FSTSX - Expense Ratio Comparison
YASLX has a 1.86% expense ratio, which is higher than FSTSX's 0.03% expense ratio.
Return for Risk
YASLX vs. FSTSX — Risk / Return Rank
YASLX
FSTSX
YASLX vs. FSTSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Special Opportunities Fund (YASLX) and Fidelity Series International Small Cap Fund (FSTSX). 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 | FSTSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.37 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.90 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.27 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.70 | -0.06 |
Martin ratioReturn relative to average drawdown | 4.40 | 5.95 | -1.55 |
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 | FSTSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.37 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.35 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.58 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.59 | -0.01 |
Correlation
The correlation between YASLX and FSTSX is 0.65, 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
YASLX vs. FSTSX - Dividend Comparison
YASLX has not paid dividends to shareholders, while FSTSX's dividend yield for the trailing twelve months is around 15.59%.
| 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% |
FSTSX Fidelity Series International Small Cap Fund | 15.59% | 15.24% | 10.22% | 3.34% | 6.38% | 13.22% | 0.81% | 4.27% | 10.99% | 6.30% | 4.01% | 7.32% |
Drawdowns
YASLX vs. FSTSX - Drawdown Comparison
The maximum YASLX drawdown since its inception was -38.91%, roughly equal to the maximum FSTSX drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for YASLX and FSTSX.
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Drawdown Indicators
| YASLX | FSTSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.91% | -38.91% | 0.00% |
Max Drawdown (1Y)Largest decline over 1 year | -10.18% | -11.22% | +1.04% |
Max Drawdown (5Y)Largest decline over 5 years | -27.74% | -38.91% | +11.17% |
Max Drawdown (10Y)Largest decline over 10 years | -38.91% | -38.91% | 0.00% |
Current DrawdownCurrent decline from peak | -3.10% | -8.77% | +5.67% |
Average DrawdownAverage peak-to-trough decline | -8.33% | -7.95% | -0.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.79% | 3.20% | +0.59% |
Volatility
YASLX vs. FSTSX - Volatility Comparison
The current volatility for AMG Yacktman Special Opportunities Fund (YASLX) is 3.81%, while Fidelity Series International Small Cap Fund (FSTSX) has a volatility of 6.72%. This indicates that YASLX experiences smaller price fluctuations and is considered to be less risky than FSTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| YASLX | FSTSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.81% | 6.72% | -2.91% |
Volatility (6M)Calculated over the trailing 6-month period | 8.82% | 10.06% | -1.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.09% | 15.42% | -2.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.34% | 16.31% | +0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.01% | 15.82% | -0.81% |