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AMG Yacktman Focused I (YAFIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.92-0.03 (-0.14%)
At close: 06:46PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.77%
5-year average return10.69%
Number of years up9
Number of years down2
Best 1-yr total return (28 Apr 2024)27.19%
Worst 1-yr total return (28 Apr 2024)N/A
Best 3-yr total return27.19%
Worst 3-yr total return5.53%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnYAFIXCategory
YTD7.61%17.52%
1-month3.54%-0.87%
3-month7.61%5.51%
1-year21.57%42.88%
3-year7.76%11.93%
5-year11.71%12.07%
10-year10.59%10.95%
Last bull market38.85%23.18%
Last bear market-11.77%-17.87%

Annual total return (%) history

Year
YAFIXCategory
2024
N/AN/A
2023
16.67%N/A
2022
-7.85%N/A
2021
16.62%N/A
2020
17.52%2.91%
2019
19.30%25.04%
2018
3.11%-8.53%
2017
20.25%15.94%
2016
11.46%14.81%
2015
-4.89%-4.05%
2014
10.88%10.21%
2013
27.19%31.21%
2012
N/A14.57%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.61%N/AN/AN/A
20233.27%3.86%-1.71%10.66%
2022-1.89%-11.77%-6.62%14.00%
20217.83%4.43%-1.63%5.28%
2020-21.00%16.14%5.63%21.25%
20198.74%3.21%-0.65%7.00%
2018-0.81%4.49%3.34%-3.74%
20178.55%0.84%1.53%8.19%
20164.46%2.23%1.85%2.48%
2015-2.86%-2.47%-5.59%6.32%
20140.72%4.18%0.53%5.11%
201312.13%4.09%1.88%6.97%
2012-0.24%N/AN/AN/A

Rank in category (by total return)

YTD70
1-month92
3-month70
1-year43
3-year74
5-year35

Load adjusted returns

1-year21.57%
3-year7.76%
5-year11.71%
10-year10.59%