Nasdaq - Delayed Quote USD
AMG Yacktman I (YACKX)
At close: 8:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 6.90% |
| 5y Average Return | 10.61% |
| Number of Years Up | 25 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Oct 31, 2024) | 59.31% |
| Worst 1Y Total Return (Oct 31, 2024) | -- |
| Best 3Y Total Return | 59.31% |
| Worst 3Y Total Return | 5.32% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
YACKX
Category
- YTD
- 9.30%
- 4.44%
- 1-Month
- -0.93%
- -4.04%
- 3-Month
- 4.29%
- 4.09%
- 1-Year
- 19.98%
- 14.37%
- 3-Year
- 7.20%
- 6.04%
- 5-Year
- 11.40%
- 9.20%
- 10-Year
- 9.80%
- 8.57%
- Last Bull Market
- 19.67%
- 22.97%
- Last Bear Market
- -11.50%
- -11.27%
Annual Total Return (%) History
Year
YACKX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 7.54% | -2.55% | 4.29% | -- |
| 2023 | 2.60% | 3.32% | -0.85% | 9.78% |
| 2022 | -1.35% | -11.50% | -5.52% | 12.30% |
| 2021 | 8.84% | 4.80% | -0.54% | 5.45% |
| 2020 | -21.68% | 15.96% | 5.38% | 20.46% |
| 2019 | 7.77% | 2.83% | -0.28% | 6.48% |
| 2018 | -0.96% | 3.89% | 3.74% | -3.80% |
| 2017 | 6.92% | 1.09% | 1.77% | 7.48% |
| 2016 | 4.07% | 2.39% | 1.48% | 2.83% |
| 2015 | -3.30% | -1.81% | -5.16% | 4.79% |
| 2014 | 0.76% | 3.96% | 0.73% | 5.51% |
| 2013 | 11.98% | 4.16% | 2.38% | 6.98% |
| 2012 | 7.48% | -0.50% | 4.22% | 0.01% |
| 2011 | 5.80% | 2.57% | -9.36% | 9.08% |
| 2010 | 5.91% | -9.68% | 10.10% | 6.95% |
| 2009 | -7.75% | 34.83% | 19.02% | 7.62% |
| 2008 | -5.75% | -7.84% | 4.39% | -18.44% |
| 2007 | -0.19% | 3.62% | -0.06% | 0.03% |
| 2006 | 4.09% | -0.26% | 6.70% | 4.68% |
| 2005 | -1.76% | 0.46% | -0.20% | 0.21% |
| 2004 | 0.00% | 1.51% | -3.30% | 11.99% |
| 2003 | -5.92% | 20.26% | 2.58% | 14.62% |
| 2002 | 5.29% | 0.00% | -6.81% | 13.55% |
| 2001 | -0.10% | 6.13% | -3.95% | 17.31% |
| 2000 | -8.72% | 5.26% | 5.33% | 12.12% |
| 1999 | -9.73% | 8.03% | -13.04% | -2.00% |
| 1998 | 8.11% | -4.10% | -16.39% | 16.09% |
| 1997 | 3.45% | 9.16% | 7.70% | -2.75% |
| 1996 | 5.96% | 6.19% | 0.52% | 11.42% |
| 1995 | 9.35% | 5.67% | 7.30% | 5.18% |
| 1994 | -2.24% | 1.10% | 9.48% | 0.55% |
| 1993 | -3.81% | -6.89% | -3.50% | 8.10% |
| 1992 | 4.47% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 96 |
| 1-Month | 99 |
| 3-Month | 96 |
| 1-Year | 94 |
| 3-Year | 88 |
| 5-Year | 46 |
Load Adjusted Returns
| 1-Year | 19.98% |
| 3-Year | 7.20% |
| 5-Year | 11.40% |
| 10-Year | 9.80% |
Performance & Risk
| YTD Return | 6.90% |
| 5y Average Return | 10.61% |
| Rank in Category (ytd) | 96 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.74 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Value |
| Fund Family | AMG Funds |
| Net Assets | 8.3B |
| YTD Return | 9.30% |
| Yield | 1.56% |
| Morningstar Rating | |
| Inception Date | Jul 06, 1992 |
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.
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