YACKX
AMG Yacktman Fund Class I
Mutual fund
$26.470.00 (0.00%)Close Oct 2, 2026
Jul 2, 1992 – Oct 2, 2026, Dividends reinvested
- Final balance
- $327,252
- CAGR
- +10.72%
- Max drawdown
- −46.65%
- Sharpe ratio
- 0.77
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −4.37%
- 3M
- +2.20%
- 6M
- +10.25%
- YTD
- +16.76%
- 1Y
- +23.42%
- 3Y
- +17.47%
- 5Y
- +10.33%
- 10Y
- +12.24%
- 15Y
- +12.17%
- 20Y
- +10.89%
- 25Y
- +11.86%
- 30Y
- +10.67%
- Since 1992
- +10.72%
Metrics
Since 1992| Volatility | 14.72% |
|---|---|
| Sortino ratio | 1.10 |
| Calmar ratio | 0.23 |
| Best year, 2009 | +59.32% |
| Worst year, 2008 | −26.00% |
| Positive years | 27 of 33 |
| Longest drawdown | 3.6 years |
Worst drawdowns
Since 1992| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −46.7% | Oct 2007 | Mar 2009 | Aug 2009 | 1.8 years |
| −36.6% | Apr 1998 | Mar 2000 | Nov 2001 | 3.6 years |
| −30.9% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −19.9% | Jan 2022 | Sep 2022 | Dec 2023 | 1.9 years |
| −18.6% | Dec 1992 | Aug 1993 | Aug 1994 | 1.7 years |
Annual returns
1992 from Jul 2 · 2026 through Oct 2