Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YACKX (AMG YACKTMAN FUND CLASS I) | 16.10% | 32.96% | 17.51% | 8.22% | 10.39% | 10.24% | 10.23% | … | … |
Data as of 06/05/2026, Common starting date is 09/29/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YACKX (AMG YACKTMAN FUND CLASS I) | 09/29/1992 | 06/05/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.39 | 32.96 | 17.51 | 8.22 | 10.39 | 10.24 | 10.23 | … | … | 16.10 | 19.64 | 4.82 | 15.46 | -12.50 | 16.52 | 5.09 | 17.71 | 2.79 | 18.25 | 11.22 | -5.66 | 11.34 | 27.76 | 11.48 | 7.32 | 12.64 | 59.32 | -26.00 | 3.03 | 15.94 | -1.30 | 9.96 | 33.07 | 11.42 | 19.46 | 13.78 | -16.86 | 0.74 | 18.57 | 26.02 | 30.42 | 7.52 | -6.58 | 4.11 |
| Sharpe Ratio | NA | 3.05 | 1.31 | 0.48 | 0.63 | NA | NA | … | … | 3.51 | 1.32 | 0.13 | 1.05 | -0.75 | 1.47 | 0.16 | 2.04 | 0.14 | 3.60 | 1.07 | -0.48 | 1.40 | 3.19 | 1.17 | 0.39 | 0.91 | 1.96 | -0.78 | -0.01 | 1.90 | -0.66 | 1.09 | 2.38 | 0.56 | 1.27 | 0.48 | -1.34 | -0.17 | 1.37 | 2.38 | 3.73 | 0.51 | -0.69 | 2.01 |
| Standard Deviation(%) | NA | 10.65 | 11.34 | 13.22 | 14.31 | NA | NA | … | … | 13.27 | 12.71 | 9.33 | 11.38 | 18.64 | 11.18 | 29.75 | 7.96 | 10.22 | 4.91 | 10.24 | 11.95 | 8.10 | 8.69 | 9.86 | 18.52 | 13.85 | 30.28 | 34.64 | 12.10 | 6.63 | 5.40 | 8.24 | 13.60 | 18.19 | 13.65 | 19.92 | 15.06 | 16.38 | 10.82 | 9.31 | 7.09 | 8.63 | 12.62 | 7.32 |
| Draw Down(%) | NA | 6.86 | 13.30 | 20.11 | 30.93 | NA | NA | … | … | 6.86 | 11.54 | 6.00 | 7.94 | 19.86 | 7.05 | 30.93 | 5.25 | 8.36 | 1.91 | 6.18 | 12.82 | 4.89 | 3.92 | 7.12 | 13.62 | 12.66 | 30.87 | 40.93 | 7.32 | 4.18 | 4.81 | 7.72 | 13.66 | 17.61 | 12.52 | 18.20 | 23.86 | 25.46 | 7.73 | 6.07 | 2.80 | 6.47 | 17.13 | 2.66 |
| Yield(%) | 0.00 | 17.22 | 10.99 | 6.37 | 8.39 | 9.13 | 9.61 | … | … | 0.00 | 17.96 | 9.29 | 4.88 | 1.34 | 1.28 | 1.37 | 10.05 | 19.15 | 11.32 | 8.90 | 11.39 | 4.72 | 4.49 | 2.17 | 1.44 | 3.92 | 2.04 | 1.64 | 18.68 | 8.29 | 3.10 | 9.27 | 9.42 | 0.91 | 5.68 | 9.35 | 2.21 | 17.81 | 13.03 | 15.51 | 9.89 | 2.29 | 1.39 | 0.51 |
Data as of 06/05/2026, Common starting date is 09/29/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YACKX (AMG YACKTMAN FUND CLASS I) |
-11.31%
Feb 2006 – Feb 2009 |
-5.31%
Feb 2004 – Feb 2009 |
3.44%
Feb 1999 – Feb 2009 |
6.91%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YACKX (AMG YACKTMAN FUND CLASS I) |
35.31%
Feb 2009 – Feb 2012 |
27.25%
Feb 2009 – Feb 2014 |
17.68%
Feb 2009 – Feb 2019 |
14.08%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
