Nasdaq - Delayed Quote USD

AMG Yacktman Focused N (YAFFX)

21.25 +0.12 (+0.57%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 5.30%
5y Average Return 10.17%
Number of Years Up 21
Number of Years Down 5
Best 1Y Total Return (Sep 12, 2024) 62.76%
Worst 1Y Total Return (Sep 12, 2024) --
Best 3Y Total Return 62.76%
Worst 3Y Total Return 5.34%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
YAFFX
Category
YTD
9.46%
4.44%
1-Month
2.60%
-4.04%
3-Month
4.59%
4.09%
1-Year
16.82%
14.37%
3-Year
6.42%
6.04%
5-Year
11.75%
9.20%
10-Year
9.99%
8.57%
Last Bull Market
20.94%
22.97%
Last Bear Market
-11.83%
-11.27%

Annual Total Return (%) History

Year
YAFFX
Category
2024
--
--
2023
16.45%
11.63%
2022
-8.06%
-5.90%
2021
16.45%
26.22%
2020
17.25%
2.91%
2019
19.13%
25.04%
2018
2.88%
-8.53%
2017
20.03%
15.94%

2016
11.29%
14.81%
2015
-5.09%
-4.05%
2014
10.67%
10.21%
2013
27.01%
31.21%
2012
10.57%
14.57%
2011
7.41%
-0.75%
2010
11.84%
13.66%
2009
62.76%
24.13%
2008
-23.48%
-37.09%
2007
3.46%
1.42%
2006
16.13%
18.15%
2005
-1.83%
5.95%
2004
9.96%
12.97%
2003
31.79%
28.44%
2002
14.99%
-18.69%
2001
17.14%
-4.99%
2000
6.60%
7.87%
1999
-22.02%
6.72%
1998
4.58%
12.00%
1997
--
26.61%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.58% -2.99% -- --
2023 3.20% 3.85% -1.75% 10.59%
2022 -1.93% -11.83% -6.71% 13.98%
2021 7.86% 4.32% -1.68% 5.26%
2020 -21.04% 16.03% 5.62% 21.17%
2019 8.72% 3.16% -0.65% 6.92%
2018 -0.80% 4.39% 3.29% -3.81%
2017 8.48% 0.80% 1.53% 8.12%
2016 4.40% 2.23% 1.75% 2.48%
2015 -2.90% -2.55% -5.59% 6.25%

2014 0.64% 4.15% 0.49% 5.07%
2013 12.09% 4.04% 1.84% 6.95%
2012 6.76% -0.27% 4.12% -0.27%
2011 5.60% 2.41% -8.68% 8.76%
2010 4.96% -9.27% 10.29% 6.50%
2009 -5.72% 36.91% 16.94% 7.82%
2008 -5.43% -6.19% 6.28% -18.84%
2007 -0.44% 3.83% 0.30% -0.22%
2006 4.48% -0.38% 6.49% 4.78%
2005 -1.83% 0.39% -0.77% 0.39%
2004 -0.55% 1.48% -3.83% 13.30%
2003 -6.33% 21.13% 3.25% 12.50%
2002 5.68% 3.47% -7.96% 14.26%
2001 -1.28% 2.59% -4.20% 20.73%
2000 -10.38% 0.12% 9.36% 8.63%
1999 -9.38% 1.90% -12.54% -3.46%
1998 11.69% -3.12% -16.28% 15.45%
1997 8.99% -3.05% -- --

Rank in Category (By Total Return)

YTD 94
1-Month 41
3-Month 86
1-Year 90
3-Year 79
5-Year 51

Load Adjusted Returns

1-Year 16.82%
3-Year 6.42%
5-Year 11.75%
10-Year 9.99%

Performance & Risk

YTD Return 5.30%
5y Average Return 10.17%
Rank in Category (ytd) 94
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.77
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family AMG Funds
Net Assets 3.61B
YTD Return 9.46%
Yield 0.92%
Morningstar Rating
Inception Date Jul 24, 2012

Fund Summary

The fund invests primarily in domestic and foreign equity securities. Its investments in foreign equity securities may include emerging market securities. The fund also may invest in debt securities. Its investments in debt securities may include U.S. Treasury notes and bonds, investment grade corporate debt securities, convertible debt securities and debt securities below investment grade (high yield or junk bonds). The fund is non-diversified.

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