YASLX vs. SSSFX
YASLX (AMG Yacktman Special Opportunities Fund) and SSSFX (SouthernSun Small Cap) are both mutual funds - YASLX is a Foreign Small & Mid Cap Equities fund managed by AMG, while SSSFX is a Small Cap Blend Equities fund managed by AMG. Over the past 10 years, YASLX returned 11.33%/yr vs 9.79%/yr for SSSFX. A 0.58 correlation means they provide meaningful diversification when combined. YASLX charges 1.86%/yr vs 1.30%/yr for SSSFX.
Performance
YASLX vs. SSSFX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with YASLX having a 14.10% return and SSSFX slightly lower at 13.44%. Over the past 10 years, YASLX has outperformed SSSFX with an annualized return of 11.33%, while SSSFX has yielded a comparatively lower 9.79% annualized return.
YASLX
- 1D
- 0.08%
- 1M
- -1.75%
- YTD
- 14.10%
- 6M
- 15.27%
- 1Y
- 14.00%
- 3Y*
- 11.68%
- 5Y*
- 3.90%
- 10Y*
- 11.33%
SSSFX
- 1D
- -0.25%
- 1M
- 3.78%
- YTD
- 13.44%
- 6M
- 11.45%
- 1Y
- 23.37%
- 3Y*
- 9.29%
- 5Y*
- 7.62%
- 10Y*
- 9.79%
YASLX vs. SSSFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
YASLX AMG Yacktman Special Opportunities Fund | 14.10% | 6.27% | 11.23% | 3.65% | -13.59% | 24.45% | 12.82% | 17.07% | -10.15% | 34.85% |
SSSFX SouthernSun Small Cap | 13.44% | 4.72% | 3.46% | 12.52% | -1.86% | 21.87% | 14.08% | 35.45% | -24.32% | 18.03% |
Correlation
The correlation between YASLX and SSSFX is 0.50, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.50 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.53 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.59 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2015 | 0.58 |
The correlation between YASLX and SSSFX has been stable across timeframes, ranging from 0.50 to 0.59 - a consistent structural relationship.
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Return for Risk
YASLX vs. SSSFX — Risk / Return Rank
YASLX
SSSFX
YASLX vs. SSSFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Special Opportunities Fund (YASLX) and SouthernSun Small Cap (SSSFX). 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.
| YASLX | SSSFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | -0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.21 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.41 | 1.72 | -0.30 |
| Martin ratioReturn relative to average drawdown | 4.03 | 4.48 | -0.45 |
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Drawdowns
YASLX vs. SSSFX - Drawdown Comparison
The maximum YASLX drawdown since its inception was -38.91%, smaller than the maximum SSSFX drawdown of -65.85%. Use the drawdown chart below to compare losses from any high point for YASLX and SSSFX.
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Drawdown Indicators
| YASLX | SSSFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.91% | -65.85% | +26.94% |
Max Drawdown (1Y)Largest decline over 1 year | -10.18% | -14.39% | +4.21% |
Max Drawdown (3Y)Largest decline over 3 years | -16.65% | -32.76% | +16.11% |
Max Drawdown (5Y)Largest decline over 5 years | -27.74% | -32.76% | +5.02% |
Max Drawdown (10Y)Largest decline over 10 years | -38.91% | -45.20% | +6.29% |
Current DrawdownCurrent decline from peak | -3.13% | -4.19% | +1.06% |
Average DrawdownAverage peak-to-trough decline | -8.19% | -10.89% | +2.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.56% | 5.50% | -1.94% |
Volatility
YASLX vs. SSSFX - Volatility Comparison
The current volatility for AMG Yacktman Special Opportunities Fund (YASLX) is 3.13%, while SouthernSun Small Cap (SSSFX) has a volatility of 5.37%. This indicates that YASLX experiences smaller price fluctuations and is considered to be less risky than SSSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| YASLX | SSSFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.13% | 5.37% | -2.24% |
Volatility (6M)Calculated over the trailing 6-month period | 8.75% | 14.57% | -5.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.14% | 20.33% | -9.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.33% | 22.53% | -6.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.03% | 23.35% | -8.32% |
YASLX vs. SSSFX - Expense Ratio Comparison
YASLX has a 1.86% expense ratio, which is higher than SSSFX's 1.30% expense ratio.
Dividends
YASLX vs. SSSFX - Dividend Comparison
YASLX has not paid dividends to shareholders, while SSSFX's dividend yield for the trailing twelve months is around 4.44%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSSFX SouthernSun Small Cap | 4.44% | 5.04% | 13.93% | 13.87% | 9.40% | 11.51% | 0.23% | 5.29% | 4.77% | 0.00% | 0.00% | 12.69% |
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% |
Frequently Asked Questions
YASLX and SSSFX have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SSSFX has higher volatility (5.37%) compared to YASLX (3.13%). In terms of maximum drawdown, YASLX dropped -38.91% vs SSSFX's -65.85%.
YASLX currently has the higher Sharpe Ratio (1.29 vs 1.22), 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.
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