Canada markets open in 3 hours 34 minutes

AMG Yacktman I (YACKX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
24.53+0.20 (+0.82%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.24%
5-Year Average Return10.43%
Number of Years Up25
Number of Years Down6
Best 1 Yr Total Return (Apr 30, 2024)59.31%
Worst 1 Yr Total Return (Apr 30, 2024)N/A
Best 3-Yr Total Return59.31%
Worst 3-Yr Total Return5.32%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnYACKXCategory
YTD7.54%17.52%
1-Month3.76%-0.87%
3-Month7.54%5.51%
1-Year20.94%42.88%
3-Year8.11%11.93%
5-Year11.60%12.07%
10-Year10.13%10.95%
Last Bull Market40.96%23.18%
Last Bear Market-11.50%-17.87%

Annual Total Return (%) History

Year
YACKXCategory
2024
N/AN/A
2023
15.39%N/A
2022
-7.37%N/A
2021
19.63%N/A
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%13.61%
1992
N/A10.21%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.54%N/AN/AN/A
20232.60%3.32%-0.85%9.78%
2022-1.35%-11.50%-5.52%12.30%
20218.84%4.80%-0.54%5.45%
2020-21.68%15.96%5.38%20.46%
20197.77%2.83%-0.28%6.48%
2018-0.96%3.89%3.74%-3.80%
20176.92%1.09%1.77%7.48%
20164.07%2.39%1.48%2.83%
2015-3.30%-1.81%-5.16%4.79%
20140.76%3.96%0.73%5.51%
201311.98%4.16%2.38%6.98%
20127.48%-0.50%4.22%0.01%
20115.80%2.57%-9.36%9.08%
20105.91%-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%
20064.09%-0.26%6.70%4.68%
2005-1.76%0.46%-0.20%0.21%
20040.00%1.51%-3.30%11.99%
2003-5.92%20.26%2.58%14.62%
20025.29%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%
19988.11%-4.10%-16.39%16.09%
19973.45%9.16%7.70%-2.75%
19965.96%6.19%0.52%11.42%
19959.35%5.67%7.30%5.18%
1994-2.24%1.10%9.48%0.55%
1993-3.81%-6.89%-3.50%8.10%
19924.47%N/AN/AN/A

Rank In Category (By Total Return)

YTD72
1-Month90
3-Month72
1-Year48
3-Year67
5-Year36

Load Adjusted Returns

1-Year20.94%
3-Year8.11%
5-Year11.60%
10-Year10.13%