YFSIX vs. YACKX

Last updated Apr 1, 2026

Compare and contrast key facts about AMG Yacktman Global Fund (YFSIX) and AMG Yacktman Fund (YACKX).

YFSIX is managed by AMG. It was launched on Jan 30, 2017. YACKX is managed by AMG. It was launched on Jul 6, 1992.

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.

YFSIX vs. YACKX - 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%
YACKX AMG Yacktman Fund	4.19%	1.34%	13.15%	15.46%	-7.50%	19.66%	15.25%	27.49%	2.79%	14.40%

Returns By Period

In the year-to-date period, YFSIX achieves a 8.16% return, which is significantly higher than YACKX's 4.19% return.

YFSIX

• 1D: -1.07%
• 1M: -10.67%
• YTD: 8.16%
• 6M: 0.34%
• 1Y: 22.29%
• 3Y*: 11.70%
• 5Y*: 6.73%
• 10Y*: —

YACKX

• 1D: -0.42%
• 1M: -6.86%
• YTD: 4.19%
• 6M: -6.42%
• 1Y: 4.05%
• 3Y*: 10.37%
• 5Y*: 7.00%
• 10Y*: 11.21%

*Multi-year figures are annualized to reflect compound growth (CAGR)

YFSIX vs. YACKX - Expense Ratio Comparison

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

YFSIX

AMG Yacktman Global Fund

YACKX

AMG Yacktman Fund

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: 51
YFSIX Sharpe Ratio Rank: 52
YFSIX Sortino Ratio Rank: 34
YFSIX Omega Ratio Rank: 68
YFSIX Calmar Ratio Rank: 59
YFSIX Martin Ratio Rank: 43

YACKX

YACKX Risk / Return Rank: 10
YACKX Sharpe Ratio Rank: 10
YACKX Sortino Ratio Rank: 9
YACKX Omega Ratio Rank: 14
YACKX Calmar Ratio Rank: 9
YACKX Martin Ratio Rank: 9

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.

	YFSIX	YACKX	Difference
Sharpe ratio Return per unit of total volatility	0.99	0.20	+0.79
Sortino ratio Return per unit of downside risk	1.16	0.35	+0.81
Omega ratio Gain probability vs. loss probability	1.26	1.09	+0.17
Calmar ratio Return relative to maximum drawdown	1.36	0.18	+1.18
Martin ratio Return relative to average drawdown	4.42	0.55	+3.87
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

YFSIX vs. YACKX - Sharpe Ratio Comparison

The current YFSIX Sharpe Ratio is 0.99, which is higher than the YACKX Sharpe Ratio of 0.20. The chart below compares the historical Sharpe Ratios of YFSIX and YACKX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	YFSIX	YACKX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.99	0.20	+0.79
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.45	0.41	+0.03
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.70	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.71	0.68	+0.03

Correlation

The correlation between YFSIX and YACKX is 0.88, 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

YFSIX vs. YACKX - Dividend Comparison

Neither YFSIX nor YACKX has paid dividends to shareholders.

	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%
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%

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.

Drawdown Indicators

	YFSIX	YACKX	Difference
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 (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	-11.03%	-10.67%	-0.36%
Average Drawdown Average peak-to-trough decline	-4.93%	-5.28%	+0.35%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.38%	5.46%	-1.08%

Volatility

YFSIX vs. YACKX - Volatility Comparison

AMG Yacktman Global Fund (YFSIX) has a higher volatility of 9.23% 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.

Volatility by Period

	YFSIX	YACKX	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.23%	4.89%	+4.34%
Volatility (6M) Calculated over the trailing 6-month period	19.89%	19.24%	+0.65%
Volatility (1Y) Calculated over the trailing 1-year period	21.29%	21.08%	+0.21%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.11%	17.02%	-1.91%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.20%	16.09%	+0.11%