Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YASSX (AMG Yacktman Special Opportunities Fund) | 16.71% | 19.22% | 11.32% | 3.66% | 10.31% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YASSX (AMG Yacktman Special Opportunities Fund) | 07/01/2015 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.71 | 19.22 | 11.32 | 3.66 | 10.31 | NA | NA | … | … | 16.71 | 10.17 | 5.84 | 3.44 | -13.61 | 24.33 | 12.65 | 10.20 | -10.26 | 34.67 | 25.04 | -13.87 |
| Sharpe Ratio | NA | 1.72 | 0.70 | 0.07 | 0.64 | NA | NA | … | … | 3.64 | 0.59 | 0.19 | -0.02 | -0.78 | 2.01 | 0.50 | 1.06 | -1.38 | 5.82 | 2.34 | -2.09 |
| Standard Deviation(%) | NA | 10.26 | 11.78 | 13.86 | 13.64 | NA | NA | … | … | 10.72 | 12.36 | 11.42 | 12.95 | 19.38 | 12.10 | 24.72 | 8.24 | 8.47 | 5.87 | 10.62 | 12.29 |
| Draw Down(%) | NA | 10.21 | 14.88 | 27.80 | 41.64 | NA | NA | … | … | 5.56 | 10.21 | 7.56 | 17.30 | 26.30 | 7.42 | 38.89 | 10.77 | 16.13 | 1.50 | 9.82 | 16.06 |
| Yield(%) | 0.00 | 3.57 | 7.06 | 4.37 | 7.18 | 4.45 | 3.33 | … | … | 0.00 | 3.85 | 10.39 | 8.46 | 0.75 | 4.54 | 2.79 | 7.64 | 7.93 | 6.15 | 3.97 | 3.79 |
Data as of 06/09/2026, Common starting date is 07/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YASSX (AMG Yacktman Special Opportunities Fund) |
-6.62%
Mar 2017 – Mar 2020 |
2.12%
Sep 2017 – Sep 2022 |
8.42%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YASSX (AMG Yacktman Special Opportunities Fund) |
21.04%
Mar 2020 – Mar 2023 |
17.48%
May 2016 – May 2021 |
11.40%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart