YASLX vs. MBDFX
Compare and contrast key facts about AMG Yacktman Special Opportunities Fund (YASLX) and AMG GW&K Core Bond ESG Fund (MBDFX).
YASLX is managed by AMG. It was launched on Jun 29, 2014. MBDFX is managed by AMG. It was launched on Apr 30, 1993.
Performance
YASLX vs. MBDFX - Performance Comparison
Loading graphics...
YASLX vs. MBDFX - 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% |
MBDFX AMG GW&K Core Bond ESG Fund | -0.71% | 7.29% | 1.24% | 5.73% | -13.85% | -3.34% | 7.33% | 9.70% | -1.11% | 3.88% |
Returns By Period
In the year-to-date period, YASLX achieves a 9.59% return, which is significantly higher than MBDFX's -0.71% return. Over the past 10 years, YASLX has outperformed MBDFX with an annualized return of 10.88%, while MBDFX has yielded a comparatively lower 1.33% 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%
MBDFX
- 1D
- 0.22%
- 1M
- -2.06%
- YTD
- -0.71%
- 6M
- 0.01%
- 1Y
- 3.46%
- 3Y*
- 3.35%
- 5Y*
- -0.49%
- 10Y*
- 1.33%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
YASLX vs. MBDFX - Expense Ratio Comparison
YASLX has a 1.86% expense ratio, which is higher than MBDFX's 0.56% expense ratio.
Return for Risk
YASLX vs. MBDFX — Risk / Return Rank
YASLX
MBDFX
YASLX vs. MBDFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Special Opportunities Fund (YASLX) and AMG GW&K Core Bond ESG Fund (MBDFX). 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 | MBDFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 0.85 | +0.51 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.19 | +0.56 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.15 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.42 | +0.21 |
Martin ratioReturn relative to average drawdown | 4.40 | 4.72 | -0.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| YASLX | MBDFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 0.85 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | -0.08 | +0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.26 | +0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.48 | +0.10 |
Correlation
The correlation between YASLX and MBDFX is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
YASLX vs. MBDFX - Dividend Comparison
YASLX has not paid dividends to shareholders, while MBDFX's dividend yield for the trailing twelve months is around 3.43%.
| 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% |
MBDFX AMG GW&K Core Bond ESG Fund | 3.43% | 3.66% | 3.50% | 2.92% | 2.16% | 2.35% | 1.84% | 2.40% | 2.30% | 2.10% | 2.06% | 4.17% |
Drawdowns
YASLX vs. MBDFX - Drawdown Comparison
The maximum YASLX drawdown since its inception was -38.91%, which is greater than MBDFX's maximum drawdown of -20.66%. Use the drawdown chart below to compare losses from any high point for YASLX and MBDFX.
Loading graphics...
Drawdown Indicators
| YASLX | MBDFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.91% | -20.66% | -18.25% |
Max Drawdown (1Y)Largest decline over 1 year | -10.18% | -3.24% | -6.94% |
Max Drawdown (5Y)Largest decline over 5 years | -27.74% | -20.54% | -7.20% |
Max Drawdown (10Y)Largest decline over 10 years | -38.91% | -20.66% | -18.25% |
Current DrawdownCurrent decline from peak | -3.10% | -5.14% | +2.04% |
Average DrawdownAverage peak-to-trough decline | -8.33% | -3.96% | -4.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.79% | 0.98% | +2.81% |
Volatility
YASLX vs. MBDFX - Volatility Comparison
AMG Yacktman Special Opportunities Fund (YASLX) has a higher volatility of 3.81% compared to AMG GW&K Core Bond ESG Fund (MBDFX) at 1.64%. This indicates that YASLX's price experiences larger fluctuations and is considered to be riskier than MBDFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| YASLX | MBDFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.81% | 1.64% | +2.17% |
Volatility (6M)Calculated over the trailing 6-month period | 8.82% | 2.65% | +6.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.09% | 4.39% | +8.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.34% | 6.13% | +10.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.01% | 5.05% | +9.96% |