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AMG Yacktman Global N (YFSNX)

15.41 +0.06 (+0.39%)
At close: 6:26:16 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 0.07%
5y Average Return 8.20%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (Dec 9, 2024) 21.40%
Worst 1Y Total Return (Dec 9, 2024) --
Best 3Y Total Return 21.40%
Worst 3Y Total Return 6.01%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
YFSNX
Category
YTD
0.85%
12.99%
1-Month
0.39%
1.30%
3-Month
-5.91%
6.38%
1-Year
7.12%
53.27%
3-Year
3.84%
14.94%
5-Year
8.48%
15.72%
10-Year
0.00%
9.30%
Last Bull Market
23.33%
18.45%
Last Bear Market
-12.32%
-25.47%

Annual Total Return (%) History

Year
YFSNX
Category
2024
--
--
2023
16.30%
--
2022
-9.31%
--
2021
12.95%
--
2020
18.32%
24.89%
2019
21.40%
26.49%
2018
2.17%
-14.25%
2017
--
25.44%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.91% -6.18% 4.84% --
2023 3.66% 2.51% -1.19% 10.77%
2022 -3.24% -12.32% -9.87% 18.61%
2021 7.20% 5.59% -2.08% 1.91%
2020 -24.68% 17.00% 6.78% 25.74%
2019 10.80% 3.02% -3.45% 10.15%
2018 -0.42% 4.86% 4.56% -6.42%
2017 2.49% 2.89% 9.53% --

Rank in Category (By Total Return)

YTD 80
1-Month 81
3-Month 92
1-Year 85
3-Year 18
5-Year 31

Load Adjusted Returns

1-Year 7.12%
3-Year 3.84%
5-Year 8.48%
10-Year --

Performance & Risk

YTD Return 0.07%
5y Average Return 8.20%
Rank in Category (ytd) 80
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category World Small/Mid Stock
Fund Family AMG Funds
Net Assets 163.97M
YTD Return 0.85%
Yield 4.15%
Morningstar Rating
Inception Date Jan 30, 2017

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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