Nasdaq - Delayed Quote USD

AMG Yacktman I (YACKX)

24.83 +0.12 (+0.49%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 6.38%
5y Average Return 10.51%
Number of Years Up 25
Number of Years Down 6
Best 1Y Total Return (Sep 12, 2024) 59.31%
Worst 1Y Total Return (Sep 12, 2024) --
Best 3Y Total Return 59.31%
Worst 3Y Total Return 5.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
YACKX
Category
YTD
10.33%
4.44%
1-Month
2.84%
-4.04%
3-Month
4.46%
4.09%
1-Year
16.95%
14.37%
3-Year
6.76%
6.04%
5-Year
11.91%
9.20%
10-Year
9.83%
8.57%
Last Bull Market
19.67%
22.97%
Last Bear Market
-11.50%
-11.27%

Annual Total Return (%) History

Year
YACKX
Category
2024
--
--
2023
15.39%
11.63%
2022
-7.37%
-5.90%
2021
19.63%
26.22%
2020
15.28%
2.91%
2019
17.66%
25.04%
2018
2.69%
-8.53%
2017
18.23%
15.94%

2016
11.20%
14.81%
2015
-5.63%
-4.05%
2014
11.33%
10.21%
2013
27.74%
31.21%
2012
11.47%
14.57%
2011
7.30%
-0.75%
2010
12.64%
13.66%
2009
59.31%
24.13%
2008
-26.05%
-37.09%
2007
3.39%
1.42%
2006
15.95%
18.15%
2005
-1.30%
5.95%
2004
9.93%
12.97%
2003
33.03%
28.44%
2002
11.41%
-18.69%
2001
19.46%
-4.99%
2000
13.46%
7.87%
1999
-16.90%
6.72%
1998
0.64%
12.00%
1997
18.28%
26.61%
1996
26.02%
20.08%
1995
30.42%
32.39%
1994
8.80%
-0.70%
1993
-6.58%
--
1992
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.54% -2.55% -- --
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 93
1-Month 31
3-Month 88
1-Year 89
3-Year 74
5-Year 47

Load Adjusted Returns

1-Year 16.95%
3-Year 6.76%
5-Year 11.91%
10-Year 9.83%

Performance & Risk

YTD Return 6.38%
5y Average Return 10.51%
Rank in Category (ytd) 93
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.73
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family AMG Funds
Net Assets 8.48B
YTD Return 10.33%
Yield 1.55%
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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