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AMG Yacktman Global I (YFSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.24-0.03 (-0.18%)
At close: 06:06PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.87%
5-year average return10.53%
Number of years up5
Number of years down1
Best 1-yr total return (16 May 2024)21.32%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return21.32%
Worst 3-yr total return6.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnYFSIXCategory
YTD4.43%14.38%
1-month-3.26%-1.21%
3-month4.57%5.03%
1-year14.25%39.50%
3-year4.54%9.11%
5-year9.40%10.10%
10-year0.00%7.90%
Last bull market23.47%15.53%
Last bear market-12.25%-17.52%

Annual total return (%) history

Year
YFSIXCategory
2024
N/AN/A
2023
16.46%N/A
2022
-9.06%N/A
2021
13.08%N/A
2020
18.47%2.50%
2019
21.32%20.73%
2018
2.17%-10.41%
2017
N/A18.90%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.95%N/AN/AN/A
20233.65%2.57%-1.19%10.86%
2022-3.18%-12.25%-9.86%18.74%
20217.20%5.65%-2.03%1.91%
2020-24.69%17.02%6.86%25.80%
201910.72%3.03%-3.45%10.16%
2018-0.42%4.86%4.48%-6.34%
20172.49%2.89%9.53%N/A

Rank in category (by total return)

YTD27
1-month53
3-month28
1-year38
3-year65
5-year17

Load adjusted returns

1-year14.25%
3-year4.54%
5-year9.40%
10-yearN/A