Canada markets open in 4 hours 52 minutes

AMG Yacktman Global I (YFSIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
16.16+0.04 (+0.25%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.08%
5-Year Average Return9.63%
Number of Years Up5
Number of Years Down1
Best 1 Yr Total Return (Apr 22, 2024)21.32%
Worst 1 Yr Total Return (Apr 22, 2024)N/A
Best 3-Yr Total Return21.32%
Worst 3-Yr Total Return6.20%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnYFSIXCategory
YTD7.95%14.38%
1-Month2.54%-1.21%
3-Month7.95%5.03%
1-Year21.30%39.50%
3-Year6.45%9.11%
5-Year10.91%10.10%
10-Year0.00%7.90%
Last Bull Market45.20%15.53%
Last Bear Market-12.25%-17.52%

Annual Total Return (%) History

Year
YFSIXCategory
2024
N/AN/A
2023
16.46%N/A
2022
-9.06%N/A
2021
13.08%N/A
2020
18.47%2.50%
2019
21.32%20.73%
2018
2.17%-10.41%
2017
N/A18.90%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.95%N/AN/AN/A
20233.65%2.57%-1.19%10.86%
2022-3.18%-12.25%-9.86%18.74%
20217.20%5.65%-2.03%1.91%
2020-24.69%17.02%6.86%25.80%
201910.72%3.03%-3.45%10.16%
2018-0.42%4.86%4.48%-6.34%
20172.49%2.89%9.53%N/A

Rank In Category (By Total Return)

YTD23
1-Month91
3-Month23
1-Year28
3-Year65
5-Year15

Load Adjusted Returns

1-Year21.30%
3-Year6.45%
5-Year10.91%
10-YearN/A