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YFSIX vs. YACKX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

YFSIX vs. YACKX

Last updated Jun 23, 2026

YFSIX (AMG Yacktman Global Fund) and YACKX (AMG Yacktman Fund) are both mutual funds - YFSIX is a Large Cap Blend Equities fund managed by AMG, while YACKX is a Large Cap Value Equities fund managed by AMG. Over the past 5 years, YFSIX returned 8.69%/yr vs 8.61%/yr for YACKX. Their correlation of 0.88 suggests significant overlap in exposure. YFSIX charges 0.95%/yr vs 0.71%/yr for YACKX.

Performance

YFSIX vs. YACKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AMG Yacktman Global Fund (YFSIX) and AMG Yacktman Fund (YACKX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, YFSIX achieves a 24.17% return, which is significantly higher than YACKX's 15.70% return.

YFSIX

1D
0.30%
1M
0.70%
YTD
24.17%
6M
26.91%
1Y
23.55%
3Y*
15.80%
5Y*
8.69%
10Y*
—

YACKX

1D
0.00%
1M
-0.19%
YTD
15.70%
6M
17.26%
1Y
10.63%
3Y*
13.09%
5Y*
8.61%
10Y*
12.22%
*Multi-year figures are annualized to reflect compound growth (CAGR)

YFSIX vs. YACKX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
YFSIX
AMG Yacktman Global Fund		24.17%14.91%-0.34%16.64%-9.15%13.13%18.46%24.40%2.18%20.95%
YACKX
AMG Yacktman Fund		15.70%1.34%13.15%15.46%-7.50%19.66%15.25%27.49%2.79%14.71%

Correlation

The correlation between YFSIX and YACKX is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.81

Correlation (3Y)
Calculated over the trailing 3-year period

0.80

Correlation (5Y)
Calculated over the trailing 5-year period

0.85

Correlation (All Time)
Calculated using the full available price history since Feb 2, 2017

0.88

The correlation between YFSIX and YACKX has been stable across timeframes, ranging from 0.80 to 0.88 - a consistent structural relationship.

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AMG Yacktman Global Fund

AMG Yacktman Fund

Often compared with YFSIX:
YFSIX vs. DXIVYFSIX vs. MEQFXYFSIX vs. TAVFXYFSIX vs. CFIMXYFSIX vs. MIGYXYFSIX vs. AFIFXYFSIX vs. WBREOX
Often compared with YACKX:
YACKX vs. SPYYACKX vs. TWEIXYACKX vs. DSEEXYACKX vs. CAPEYACKX vs. VUGYACKX vs. DGROYACKX vs. FLPSX

Return for Risk

YFSIX vs. YACKX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
YFSIX
YFSIX Risk / Return Rank: 2121
Overall Rank
YFSIX Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
YFSIX Sortino Ratio Rank: 1212
Sortino Ratio Rank
YFSIX Omega Ratio Rank: 3030
Omega Ratio Rank
YFSIX Calmar Ratio Rank: 2424
Calmar Ratio Rank
YFSIX Martin Ratio Rank: 2323
Martin Ratio Rank
YACKX
YACKX Risk / Return Rank: 88
Overall Rank
YACKX Sharpe Ratio Rank: 77
Sharpe Ratio Rank
YACKX Sortino Ratio Rank: 66
Sortino Ratio Rank
YACKX Omega Ratio Rank: 1313
Omega Ratio Rank
YACKX Calmar Ratio Rank: 77
Calmar Ratio Rank
YACKX Martin Ratio Rank: 77
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

YFSIX vs. YACKX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Global Fund (YFSIX) and AMG Yacktman Fund (YACKX). 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.

YFSIXYACKXDifference
Sharpe ratioReturn per unit of total volatility
1.09
0.53

+0.56

Sortino ratioReturn per unit of downside risk
1.29
0.68

+0.61

Omega ratioGain probability vs. loss probability

1.27

1.17

+0.09

Calmar ratioReturn relative to maximum drawdown

1.68

0.64

+1.04

Martin ratioReturn relative to average drawdown

5.24

1.85

+3.39

YFSIX vs. YACKX - Sharpe Ratio Comparison

The current YFSIX Sharpe Ratio is 1.09, which is higher than the YACKX Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of YFSIX and YACKX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

YFSIX vs. YACKX - Drawdown Comparison

The maximum YFSIX drawdown since its inception was -35.10%, smaller than the maximum YACKX drawdown of -46.65%. Use the drawdown chart below to compare losses from any high point for YFSIX and YACKX.

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Drawdown Indicators

YFSIXYACKXDifference

Max Drawdown

Largest peak-to-trough decline

-35.10%

-46.65%

+11.55%

Max Drawdown (1Y)

Largest decline over 1 year

-14.20%

-16.30%

+2.10%

Max Drawdown (3Y)

Largest decline over 3 years

-14.20%

-18.30%

+4.10%

Max Drawdown (5Y)

Largest decline over 5 years

-25.14%

-19.86%

-5.28%

Max Drawdown (10Y)

Largest decline over 10 years

—

-30.93%

—

Current Drawdown

Current decline from peak

-3.18%

-3.99%

+0.81%

Average Drawdown

Average peak-to-trough decline

-4.89%

-5.27%

+0.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.53%

5.61%

-1.08%

Volatility

YFSIX vs. YACKX - Volatility Comparison

AMG Yacktman Global Fund (YFSIX) has a higher volatility of 6.52% compared to AMG Yacktman Fund (YACKX) at 4.89%. This indicates that YFSIX's price experiences larger fluctuations and is considered to be riskier than YACKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

YFSIXYACKXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.52%

4.89%

+1.63%

Volatility (6M)

Calculated over the trailing 6-month period

21.38%

19.87%

+1.51%

Volatility (1Y)

Calculated over the trailing 1-year period

21.84%

19.68%

+2.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.54%

17.16%

-1.62%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.30%

16.18%

+0.12%

YFSIX vs. YACKX - Expense Ratio Comparison

YFSIX has a 0.95% expense ratio, which is higher than YACKX's 0.71% expense ratio.

Dividends

YFSIX vs. YACKX - Dividend Comparison

Neither YFSIX nor YACKX has paid dividends to shareholders.

PositionTTM20252024202320222021202020192018201720162015
YACKX
AMG Yacktman Fund		0.00%0.00%17.32%4.39%7.35%3.72%10.82%16.84%23.06%10.67%8.57%13.66%
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%

Frequently Asked Questions

YFSIX and YACKX have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

YFSIX has higher volatility (6.52%) compared to YACKX (4.89%). In terms of maximum drawdown, YFSIX dropped -35.10% vs YACKX's -46.65%.

YFSIX currently has the higher Sharpe Ratio (1.09 vs 0.53), 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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