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USD
AMG Yacktman I (YACKX)
27.27
-0.02
(-0.07%)
At close: 8:07:22 PM EST
Fund Summary
The fund invests primarily in domestic equity securities. It also may invest in foreign equity securities, including emerging market securities, and debt securities. The fund may invest up to 30% of its assets in foreign equity securities. Its investments in equity securities may include common stocks, preferred stocks, convertible preferred stocks and ADRs. It may invest up to 20% of its assets in such debt securities, including junk bonds, in any proportion provided that the total invested does not exceed the 20% threshold.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 27.74% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 27 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | 20.38% |
| 5y Average Return | 10.39% |
| Rank in Category (ytd) | 23 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.65 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
YACKX | Category Average | YACKX | Category Average | YACKX | Category Average |
|
Alpha
|
1.1 | -0.01 | 0.4 | -0.03 | 0.78 | -0.03 |
|
BETA
|
0.65 | 0.01 | 0.71 | 0.01 | 0.73 | 0.01 |
|
Mean Annual Return
|
1.37 | 0.01 | 0.91 | 0.01 | 1.04 | 0.01 |
|
R-squared
|
51.15 | 0.78 | 67.31 | 0.83 | 74.18 | 0.84 |
|
Standard Deviation
|
11.64 | 0.17 | 13.84 | 0.19 | 13.39 | 0.16 |
|
Sharpe Ratio
|
1.02 | 0 | 0.51 | 0 | 0.74 | 0.01 |
|
Treynor Ratio
|
18.95 | 0.04 | 9.02 | 0.07 | 13.19 | 0.08 |
