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YACKX: Yacktman Svc (MUTUAL FUND)
Basic Info 21.06 0.28(1.31%) March 22
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 02/16/1995 |
| Last Dividend Date: | 12/15/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.80% |
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Performance Analytics (As of 03/17/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.4 | -0.3 | -6.5 | 20.5 | 9.0 | 9.3 | 10.6 | 10.7 | -7.5 | 15.2 | 15.3 | 17.7 | 2.7 | 18.2 | 11.2 | -5.6 | 11.3 | 27.7 | 11.5 | 7.3 | 12.6 | 59.3 | -26.1 | 3.4 | 16.0 | -1.3 | 9.9 | 33.0 | 11.4 | 19.5 | 13.5 | -16.9 | 0.6 | 18.3 | 26.0 | 30.4 | 7.5 | -6.6 | 4.1 |
| SR | NA | -0.98 | -0.59 | 0.94 | 0.45 | 0.64 | NA | 0.57 | -0.52 | 1.33 | 0.53 | 2.04 | 0.13 | 3.6 | 1.07 | -0.47 | 1.4 | 3.19 | 1.17 | 0.39 | 0.91 | 1.96 | -0.78 | 0.03 | 1.92 | -0.64 | 1.09 | 2.38 | 0.57 | 1.28 | 0.47 | -1.34 | -0.16 | -3.42 | 2.4 | 3.75 | 0.53 | -0.68 | 2.02 |
| DD(%) | NA | 7.9 | 18.0 | 19.9 | 30.9 | 30.9 | NA | 46.5 | 19.9 | 8.1 | 30.9 | 5.3 | 8.4 | 1.9 | 6.2 | 12.8 | 4.9 | 3.9 | 7.1 | 13.6 | 12.7 | 30.9 | 40.9 | 7.3 | 4.2 | 4.8 | 7.7 | 13.7 | 17.6 | 12.5 | 18.2 | 23.9 | 25.5 | 7.7 | 6.1 | 2.8 | 6.5 | 17.1 | 2.7 |
| SD(%) | NA | 13.1 | 16.7 | 17.4 | 16.6 | 13.4 | NA | 15.1 | 17.1 | 11.4 | 28.1 | 8.0 | 10.2 | 4.9 | 10.2 | 11.9 | 8.1 | 8.7 | 9.9 | 18.5 | 13.9 | 30.3 | 34.6 | 12.0 | 6.6 | 5.4 | 8.2 | 13.6 | 18.2 | 13.7 | 19.9 | 15.1 | 16.4 | 10.8 | 9.3 | 7.1 | 8.6 | 12.6 | 7.3 |
| TR | NA | -0.19 | -0.15 | 0.23 | 0.11 | 0.12 | NA | 0.11 | -0.14 | 0.24 | 0.2 | 0.29 | 0.03 | 0.32 | 0.15 | -0.08 | 0.17 | 0.38 | 0.16 | 0.1 | 0.17 | 0.55 | -0.33 | 0.01 | 0.22 | -0.08 | 0.14 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | -0.07 | -0.01 | 0.01 | 0.01 | 0.0 | NA | 0.02 | 0.02 | 0.0 | 0.0 | 0.0 | 0.02 | 0.02 | 0.01 | -0.03 | 0.01 | 0.02 | 0.0 | 0.02 | 0.0 | 0.08 | 0.02 | -0.01 | 0.02 | -0.02 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 0.67 | 0.65 | 0.7 | 0.68 | 0.69 | NA | 0.76 | 0.64 | 0.63 | 0.76 | 0.57 | 0.54 | 0.56 | 0.72 | 0.74 | 0.66 | 0.73 | 0.72 | 0.76 | 0.74 | 1.07 | 0.8 | 0.72 | 0.57 | 0.46 | 0.66 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.78 | 0.86 | 0.8 | 0.83 | 0.84 | NA | 0.6 | 0.86 | 0.54 | 0.88 | 0.8 | 0.82 | 0.58 | 0.87 | 0.92 | 0.87 | 0.86 | 0.89 | 0.94 | 0.93 | 0.92 | 0.89 | 0.89 | 0.76 | 0.77 | 0.74 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/16/1995
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See LARGE BLEND Asset Class Trend Rankings |
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