Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YASLX (AMG Yacktman Special Opport Fund Cl Z) | 16.13% | 18.77% | 11.15% | 3.58% | 10.45% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YASLX (AMG Yacktman Special Opport Fund Cl Z) | 07/03/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.55 | 18.77 | 11.15 | 3.58 | 10.45 | NA | NA | … | … | 16.13 | 10.28 | 5.84 | 3.65 | -13.59 | 24.45 | 12.82 | 10.27 | -10.14 | 34.80 | 25.04 | -14.22 | -5.48 |
| Sharpe Ratio | NA | 1.73 | 0.71 | 0.08 | 0.65 | NA | NA | … | … | 3.67 | 0.60 | 0.19 | 0.00 | -0.78 | 2.03 | 0.51 | 1.07 | -1.35 | 5.72 | 2.31 | -1.42 | -1.58 |
| Standard Deviation(%) | NA | 10.26 | 11.77 | 13.86 | 13.64 | NA | NA | … | … | 10.69 | 12.36 | 11.38 | 12.95 | 19.41 | 12.04 | 24.68 | 8.24 | 8.54 | 6.00 | 10.75 | 10.04 | 6.82 |
| Draw Down(%) | NA | 10.18 | 14.83 | 27.74 | 41.55 | NA | NA | … | … | 5.62 | 10.18 | 7.45 | 17.25 | 26.30 | 7.40 | 38.91 | 10.66 | 16.11 | 1.49 | 9.94 | 19.41 | 8.09 |
| Yield(%) | 0.00 | 3.69 | 7.17 | 4.44 | 7.36 | 4.25 | 3.19 | … | … | 0.00 | 3.98 | 10.57 | 8.54 | 0.81 | 4.61 | 2.87 | 7.70 | 8.01 | 6.21 | 4.00 | 3.79 | 0.11 |
Data as of 06/10/2026, Common starting date is 07/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YASLX (AMG Yacktman Special Opport Fund Cl Z) |
-6.52%
Mar 2017 – Mar 2020 |
-0.46%
Mar 2015 – Mar 2020 |
6.17%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YASLX (AMG Yacktman Special Opport Fund Cl Z) |
21.15%
Mar 2020 – Mar 2023 |
17.59%
May 2016 – May 2021 |
11.52%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart