YASLX vs. FTISX
Compare and contrast key facts about AMG Yacktman Special Opportunities Fund (YASLX) and Fidelity Advisor International Small Cap Fund Class M (FTISX).
YASLX is managed by AMG. It was launched on Jun 29, 2014. FTISX is managed by Fidelity. It was launched on May 27, 2003.
Performance
YASLX vs. FTISX - Performance Comparison
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YASLX vs. FTISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
YASLX AMG Yacktman Special Opportunities Fund | 7.56% | 6.27% | 11.23% | 3.65% | -13.59% | 24.45% | 12.82% | 17.07% | -10.15% | 34.85% |
FTISX Fidelity Advisor International Small Cap Fund Class M | -0.34% | 24.03% | -0.46% | 18.97% | -17.12% | 12.83% | 9.29% | 20.77% | -16.57% | 31.41% |
Returns By Period
In the year-to-date period, YASLX achieves a 7.56% return, which is significantly higher than FTISX's -0.34% return. Over the past 10 years, YASLX has outperformed FTISX with an annualized return of 10.68%, while FTISX has yielded a comparatively lower 7.72% annualized return.
YASLX
- 1D
- -0.17%
- 1M
- -4.89%
- YTD
- 7.56%
- 6M
- 1.74%
- 1Y
- 15.32%
- 3Y*
- 9.73%
- 5Y*
- 4.69%
- 10Y*
- 10.68%
FTISX
- 1D
- 2.35%
- 1M
- -6.53%
- YTD
- -0.34%
- 6M
- 1.39%
- 1Y
- 17.46%
- 3Y*
- 10.55%
- 5Y*
- 4.79%
- 10Y*
- 7.72%
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YASLX vs. FTISX - Expense Ratio Comparison
YASLX has a 1.86% expense ratio, which is higher than FTISX's 1.57% expense ratio.
Return for Risk
YASLX vs. FTISX — Risk / Return Rank
YASLX
FTISX
YASLX vs. FTISX - 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 M (FTISX). 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 | FTISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 1.35 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.78 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.28 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 1.55 | -0.14 |
Martin ratioReturn relative to average drawdown | 3.78 | 5.59 | -1.81 |
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 | FTISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 1.35 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.36 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.56 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.68 | -0.11 |
Correlation
The correlation between YASLX and FTISX is 0.71, 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. FTISX - Dividend Comparison
YASLX has not paid dividends to shareholders, while FTISX's dividend yield for the trailing twelve months is around 3.28%.
| 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% |
FTISX Fidelity Advisor International Small Cap Fund Class M | 3.28% | 3.26% | 2.24% | 1.40% | 0.13% | 6.94% | 0.34% | 1.81% | 5.50% | 2.52% | 2.08% | 2.86% |
Drawdowns
YASLX vs. FTISX - Drawdown Comparison
The maximum YASLX drawdown since its inception was -38.91%, smaller than the maximum FTISX drawdown of -61.12%. Use the drawdown chart below to compare losses from any high point for YASLX and FTISX.
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Drawdown Indicators
| YASLX | FTISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.91% | -61.12% | +22.21% |
Max Drawdown (1Y)Largest decline over 1 year | -10.18% | -10.75% | +0.57% |
Max Drawdown (5Y)Largest decline over 5 years | -27.74% | -31.45% | +3.71% |
Max Drawdown (10Y)Largest decline over 10 years | -38.91% | -39.55% | +0.64% |
Current DrawdownCurrent decline from peak | -4.89% | -8.33% | +3.44% |
Average DrawdownAverage peak-to-trough decline | -8.34% | -11.05% | +2.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.78% | 2.97% | +0.81% |
Volatility
YASLX vs. FTISX - Volatility Comparison
The current volatility for AMG Yacktman Special Opportunities Fund (YASLX) is 3.18%, while Fidelity Advisor International Small Cap Fund Class M (FTISX) has a volatility of 6.16%. This indicates that YASLX experiences smaller price fluctuations and is considered to be less risky than FTISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| YASLX | FTISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.18% | 6.16% | -2.98% |
Volatility (6M)Calculated over the trailing 6-month period | 8.66% | 8.98% | -0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.99% | 13.46% | -0.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.32% | 13.40% | +2.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.00% | 13.94% | +1.06% |