Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
YFSIX (AMG YACKTMAN FOCUSED FUND – SECURITY SELECTION ONLY CLASS I) 26.70% 49.90% 21.96% 11.10% NA NA NA
Data as of 06/04/2026, Common starting date is 02/03/2017
More Performance Analytics Comparison
Name Start Date End Date
YFSIX (AMG YACKTMAN FOCUSED FUND – SECURITY SELECTION ONLY CLASS I) 02/03/2017 06/04/2026
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
Annualized Return (%) 1.94 49.90 21.96 11.10 NA NA NA 26.70 32.51 -3.08 16.64 -9.15 13.13 18.46 21.32 2.17 20.69
Sharpe Ratio NA 3.00 1.33 0.62 NA NA NA 3.27 2.44 -0.57 1.23 -0.61 1.14 0.60 1.91 0.06 3.40
Standard Deviation(%) NA 15.64 13.37 13.93 NA NA NA 21.11 12.19 11.70 10.68 17.55 11.47 30.46 10.41 12.70 6.60
Draw Down(%) NA 11.03 16.49 25.14 NA NA NA 11.03 10.35 10.84 8.51 25.01 7.16 35.10 8.10 10.57 3.15
Yield(%) 0.00 15.36 10.00 7.11 8.14 5.43 4.07 0.00 17.14 5.38 8.72 3.76 8.61 5.32 4.91 0.72 3.10
Data as of 06/04/2026, Common starting date is 02/03/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
YFSIX (AMG YACKTMAN FOCUSED FUND – SECURITY SELECTION ONLY CLASS I) 0.89%
Dec 2021 – Dec 2024
6.60%
Dec 2019 – Dec 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
YFSIX (AMG YACKTMAN FOCUSED FUND – SECURITY SELECTION ONLY CLASS I) 21.85%
May 2023 – May 2026
13.47%
Oct 2020 – Oct 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return