YFSIX vs. DHAMX
Compare and contrast key facts about AMG Yacktman Global Fund (YFSIX) and Centre American Select Equity Fund (DHAMX).
YFSIX is managed by AMG. It was launched on Jan 30, 2017. DHAMX is managed by Centre Funds. It was launched on Dec 21, 2011.
Performance
YFSIX vs. DHAMX - Performance Comparison
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YFSIX vs. DHAMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
YFSIX AMG Yacktman Global Fund | 8.16% | 14.91% | -0.34% | 16.64% | -9.15% | 13.13% | 18.46% | 24.40% | 2.18% | 20.95% |
DHAMX Centre American Select Equity Fund | 4.86% | 19.37% | 1.33% | 14.91% | -3.34% | 27.41% | 30.79% | 16.38% | -3.82% | 21.22% |
Returns By Period
In the year-to-date period, YFSIX achieves a 8.16% return, which is significantly higher than DHAMX's 4.86% return.
YFSIX
- 1D
- -1.07%
- 1M
- -10.67%
- YTD
- 8.16%
- 6M
- 0.34%
- 1Y
- 22.29%
- 3Y*
- 11.70%
- 5Y*
- 6.73%
- 10Y*
- —
DHAMX
- 1D
- -1.20%
- 1M
- -8.07%
- YTD
- 4.86%
- 6M
- 13.32%
- 1Y
- 32.49%
- 3Y*
- 11.47%
- 5Y*
- 10.62%
- 10Y*
- 12.78%
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YFSIX vs. DHAMX - Expense Ratio Comparison
YFSIX has a 0.95% expense ratio, which is lower than DHAMX's 1.46% expense ratio.
Return for Risk
YFSIX vs. DHAMX — Risk / Return Rank
YFSIX
DHAMX
YFSIX vs. DHAMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Global Fund (YFSIX) and Centre American Select Equity Fund (DHAMX). 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.
| YFSIX | DHAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 1.69 | -0.70 |
Sortino ratioReturn per unit of downside risk | 1.16 | 2.37 | -1.21 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.33 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 2.65 | -1.28 |
Martin ratioReturn relative to average drawdown | 4.42 | 9.91 | -5.49 |
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
| YFSIX | DHAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 1.69 | -0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.61 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.80 | -0.08 |
Correlation
The correlation between YFSIX and DHAMX is 0.67, 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
YFSIX vs. DHAMX - Dividend Comparison
YFSIX has not paid dividends to shareholders, while DHAMX's dividend yield for the trailing twelve months is around 34.38%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YFSIX AMG Yacktman Global Fund | 0.00% | 0.00% | 8.68% | 8.02% | 4.32% | 8.18% | 4.76% | 6.59% | 0.71% | 2.63% | 0.00% | 0.00% |
DHAMX Centre American Select Equity Fund | 34.38% | 36.05% | 0.00% | 2.58% | 1.37% | 16.31% | 4.52% | 9.94% | 22.37% | 13.14% | 3.57% | 11.03% |
Drawdowns
YFSIX vs. DHAMX - Drawdown Comparison
The maximum YFSIX drawdown since its inception was -35.10%, which is greater than DHAMX's maximum drawdown of -28.47%. Use the drawdown chart below to compare losses from any high point for YFSIX and DHAMX.
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Drawdown Indicators
| YFSIX | DHAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.10% | -28.47% | -6.63% |
Max Drawdown (1Y)Largest decline over 1 year | -14.20% | -11.65% | -2.55% |
Max Drawdown (5Y)Largest decline over 5 years | -25.14% | -28.47% | +3.33% |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.47% | — |
Current DrawdownCurrent decline from peak | -11.03% | -9.84% | -1.19% |
Average DrawdownAverage peak-to-trough decline | -4.93% | -4.19% | -0.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.38% | 3.11% | +1.27% |
Volatility
YFSIX vs. DHAMX - Volatility Comparison
AMG Yacktman Global Fund (YFSIX) has a higher volatility of 9.23% compared to Centre American Select Equity Fund (DHAMX) at 5.11%. This indicates that YFSIX's price experiences larger fluctuations and is considered to be riskier than DHAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| YFSIX | DHAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.23% | 5.11% | +4.12% |
Volatility (6M)Calculated over the trailing 6-month period | 19.89% | 12.36% | +7.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.29% | 19.74% | +1.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.11% | 17.61% | -2.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.20% | 17.25% | -1.05% |