Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YAFIX (AMG YACKTMAN FOCUSED FUND CLASS I) | 22.68% | 41.04% | 18.91% | 11.08% | 13.33% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/25/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YAFIX (AMG YACKTMAN FOCUSED FUND CLASS I) | 07/25/2012 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.24 | 41.04 | 18.91 | 11.08 | 13.33 | NA | NA | … | … | 22.68 | 23.89 | 0.79 | 16.76 | -8.00 | 16.65 | 17.48 | 19.37 | 3.22 | 20.24 | 11.54 | -4.96 | 10.88 | 27.20 | 5.95 |
| Sharpe Ratio | NA | 2.79 | 1.28 | 0.64 | 0.83 | NA | NA | … | … | 3.13 | 1.62 | -0.28 | 1.15 | -0.55 | 1.58 | 0.62 | 2.04 | 0.17 | 3.39 | 1.02 | -0.41 | 1.37 | 3.16 | 1.54 |
| Standard Deviation(%) | NA | 15.17 | 13.02 | 13.68 | 14.30 | NA | NA | … | … | 20.26 | 13.01 | 10.03 | 11.45 | 17.17 | 10.55 | 27.89 | 8.76 | 10.83 | 5.80 | 11.08 | 12.09 | 7.93 | 8.61 | 9.30 |
| Draw Down(%) | NA | 8.67 | 15.55 | 21.24 | 30.61 | NA | NA | … | … | 8.67 | 11.85 | 8.30 | 8.58 | 21.24 | 5.53 | 30.61 | 5.60 | 8.35 | 2.66 | 6.77 | 13.96 | 5.01 | 3.94 | 5.35 |
| Yield(%) | 0.00 | 18.19 | 11.23 | 8.26 | 10.95 | 10.61 | 7.96 | … | … | 0.00 | 19.56 | 9.60 | 5.20 | 6.68 | 5.48 | 12.60 | 16.60 | 18.79 | 12.84 | 12.20 | 18.94 | 8.15 | 4.51 | 0.77 |
Data as of 06/10/2026, Common starting date is 07/25/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YAFIX (AMG YACKTMAN FOCUSED FUND CLASS I) |
2.55%
Mar 2017 – Mar 2020 |
5.02%
Mar 2015 – Mar 2020 |
8.83%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YAFIX (AMG YACKTMAN FOCUSED FUND CLASS I) |
21.51%
May 2023 – May 2026 |
15.81%
May 2016 – May 2021 |
13.95%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart