Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| YAFFX (AMG YACKTMAN FOCUSED FUND CLASS N) | 8.71% | 4.62% | 10.61% | 11.77% | 10.15% | 11.14% | 10.16% | 9.30% |
Data as of 06/30/2025, AR inception is 06/27/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YAFFX (AMG YACKTMAN FOCUSED FUND CLASS N) | 06/27/1997 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.67 | 4.62 | 10.61 | 11.77 | 10.15 | 11.14 | 10.16 | 9.30 | 8.71 | 0.63 | 16.53 | -8.20 | 16.48 | 17.22 | 19.22 | 2.99 | 20.07 | 11.37 | -5.15 | 10.67 | 27.01 | 10.57 | 7.41 | 11.84 | 62.76 | -23.25 | 3.14 | 16.13 | -1.83 | 9.96 | 31.79 | 14.99 | 17.14 | 6.61 | -22.03 | 4.58 | 4.15 |
| Sharpe Ratio | NA | 0.12 | 0.56 | 0.74 | 0.62 | NA | NA | 0.49 | 1.00 | -0.30 | 1.14 | -0.56 | 1.56 | 0.61 | 2.03 | 0.15 | 3.36 | 1.01 | -0.43 | 1.34 | 3.14 | 1.13 | 0.41 | 0.86 | 2.07 | -0.63 | 0.00 | 1.82 | -0.66 | 0.98 | 2.40 | 0.76 | 1.06 | 0.12 | -1.68 | 0.07 | 0.40 |
| Standard Deviation(%) | NA | 13.24 | 12.99 | 13.17 | 14.08 | NA | NA | 15.94 | 15.54 | 10.02 | 11.44 | 17.16 | 10.53 | 27.84 | 8.75 | 10.89 | 5.80 | 11.06 | 12.10 | 7.95 | 8.59 | 9.35 | 17.87 | 13.60 | 30.28 | 38.01 | 12.96 | 7.01 | 6.23 | 9.15 | 12.95 | 18.28 | 14.15 | 20.59 | 15.10 | 15.06 | 11.42 |
| Draw Down(%) | NA | 15.63 | 15.63 | 21.31 | 30.62 | NA | NA | 43.81 | 11.84 | 8.37 | 8.65 | 21.31 | 5.52 | 30.62 | 5.64 | 8.35 | 2.66 | 6.83 | 14.04 | 5.05 | 3.98 | 6.73 | 13.30 | 11.92 | 29.77 | 41.64 | 8.79 | 4.53 | 6.35 | 9.11 | 13.29 | 18.24 | 12.67 | 20.11 | 29.04 | 24.41 | 6.77 |
| Yield(%) | 0.00 | 8.94 | 7.55 | 8.87 | 9.75 | 11.97 | 10.56 | 11.80 | 0.00 | 9.35 | 4.97 | 6.47 | 5.25 | 12.36 | 16.32 | 18.54 | 12.58 | 11.97 | 18.68 | 7.94 | 4.33 | 1.26 | 1.19 | 2.20 | 0.95 | 5.26 | 16.04 | 9.16 | 3.70 | 12.72 | 1.34 | 0.69 | 0.98 | 1.65 | 0.92 | 0.91 | 0.66 |
Data as of 06/30/2025, AR inception is 06/27/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YAFFX (AMG YACKTMAN FOCUSED FUND CLASS N) |
-10.45%
Jul 1997 - Jul 2000 |
-4.44%
Feb 2004 - Feb 2009 |
2.52%
Feb 1999 - Feb 2009 |
7.94%
Sep 1997 - Sep 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YAFFX (AMG YACKTMAN FOCUSED FUND CLASS N) |
35.38%
Feb 2009 - Feb 2012 |
26.93%
Feb 2009 - Feb 2014 |
17.81%
Feb 2009 - Feb 2019 |
15.52%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart