YFSIX vs. YFSNX
YFSIX (AMG Yacktman Global Fund) and YFSNX (AMG Yacktman Global Fund Class N) are both Global Equities funds from AMG. Over the past 5 years, YFSIX returned 9.02%/yr vs 8.83%/yr for YFSNX. Their 1.00 correlation means they have historically moved very closely together. YFSIX charges 0.95%/yr vs 1.11%/yr for YFSNX.
Performance
YFSIX vs. YFSNX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with YFSIX having a 24.97% return and YFSNX slightly lower at 24.78%.
YFSIX
- 1D
- 3.06%
- 1M
- 4.28%
- 6M
- 14.11%
- YTD
- 24.97%
- 1Y
- 22.32%
- 3Y*
- 15.02%
- 5Y*
- 9.02%
- 10Y*
- —
- ALL TIME*
- 12.76%
YFSNX
- 1D
- 3.07%
- 1M
- 4.24%
- 6M
- 13.98%
- YTD
- 24.78%
- 1Y
- 22.21%
- 3Y*
- 14.84%
- 5Y*
- 8.83%
- 10Y*
- —
- ALL TIME*
- 12.65%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
YFSIX vs. YFSNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
YFSIX AMG Yacktman Global Fund | 24.97% | 14.91% | -0.34% | 16.64% | -9.15% | 13.13% | 18.46% | 24.40% | 2.18% | 20.95% |
YFSNX AMG Yacktman Global Fund Class N | 24.78% | 14.79% | -0.47% | 16.48% | -9.39% | 13.00% | 18.32% | 24.48% | 2.18% | 20.95% |
Correlation
The correlation between YFSIX and YFSNX is 1.00 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 1.00 |
Correlation (3Y) Balances recent behavior with more history. | 1.00 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 1.00 |
Correlation (All Time) Calculated using the full available price history since Feb 2, 2017 | 1.00 |
The correlation between YFSIX and YFSNX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
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Return for Risk
YFSIX vs. YFSNX — Risk / Return Rank
YFSIX
YFSNX
YFSIX vs. YFSNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Global Fund (YFSIX) and AMG Yacktman Global Fund Class N (YFSNX). 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.
| YFSIX | YFSNX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | 0.00 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.41 | 1.42 | -0.01 |
| Martin ratioReturn relative to average drawdown | 4.10 | 4.11 | -0.01 |
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Drawdowns
YFSIX vs. YFSNX - Drawdown Comparison
The maximum YFSIX drawdown since its inception was -35.10%, roughly equal to the maximum YFSNX drawdown of -35.14%. Use the drawdown chart below to compare losses from any high point for YFSIX and YFSNX.
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Drawdown Indicators
| YFSIX | YFSNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.10% | -35.14% | +0.04% |
Max Drawdown (1Y)Largest decline over 1 year | -14.20% | -14.09% | -0.11% |
Max Drawdown (3Y)Largest decline over 3 years | -14.20% | -14.29% | +0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -25.14% | -25.26% | +0.12% |
Current DrawdownCurrent decline from peak | -2.55% | -2.61% | +0.06% |
Average DrawdownAverage peak-to-trough decline | -4.89% | -4.94% | +0.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 4.84% | +0.02% |
Volatility
YFSIX vs. YFSNX - Volatility Comparison
AMG Yacktman Global Fund (YFSIX) and AMG Yacktman Global Fund Class N (YFSNX) have volatilities of 5.69% and 5.71%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| YFSIX | YFSNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.69% | 5.71% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 15.90% | 15.88% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.66% | 22.56% | +0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.78% | 15.76% | +0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.36% | 16.35% | +0.01% |
YFSIX vs. YFSNX - Expense Ratio Comparison
YFSIX has a 0.95% expense ratio, which is lower than YFSNX's 1.11% expense ratio.
Dividends
YFSIX vs. YFSNX - Dividend Comparison
Neither YFSIX nor YFSNX has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
YFSNX AMG Yacktman Global Fund Class N | 0.00% | 0.00% | 8.40% | 7.86% | 4.33% | 8.06% | 4.71% | 6.59% | 0.71% | 2.63% |
Frequently Asked Questions
With a correlation of 1.00, YFSIX and YFSNX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
YFSNX has higher volatility (5.71%) compared to YFSIX (5.69%). In terms of maximum drawdown, YFSIX dropped -35.10% vs YFSNX's -35.14%.
YFSNX currently has the higher Sharpe Ratio (0.89 vs 0.88), 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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