Amg Yacktman Competition

Mutual Funds . USA . 
Fund . Amg Yacktman Focused
YAFFX Fund  USD 21.21  -0.63  -2.88%   
The fund is listed under the World Large-Stock Value category and is part of the AMG Funds family. Amg Yacktman Focused shares competitive overlap with Amg Yacktman, American Funds, Aberdeen Income, Columbia Select, and PIMCO Corporate and similar firms. Earnings revision trends for Amg Yacktman and its competitors signal where analyst sentiment is shifting.

Amg Yacktman and Parnassus Mid Correlation Summary

Moderate diversification
For the present investment horizon, the measured correlation between Amg Yacktman and Parnassus Mid stands at 0.35, or Moderate diversification. A 0.35 reading means Amg Yacktman and Parnassus Mid have partial price overlap, offering some diversification benefit.

Moving together with Amg Mutual Fund

  0.8SSEFX Amg Southernsun EquityPairCorr
  0.71SSSIX Amg Southernsun SmallPairCorr
  0.75BRWIX Amg Managers BrandywinePairCorr
Specify up to 10 symbols:
Mean reversion is the tendency of Amg Yacktman's price to return to its historical average after periods of extreme deviation. Some analysts monitor this tendency by comparing Amg Yacktman's price extremes to fundamental value.
Hype
Prediction
LowEstimatedHigh
19.9721.2122.45
Details
Intrinsic
Valuation
LowRealHigh
19.0923.0124.25
Details
Naive
Forecast
LowNextHigh
20.0521.2922.52
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
20.7421.7922.85
Details
Competitive analysis for Amg Yacktman compares its financial performance and valuation against sector peers. This relative perspective often changes investment conclusions drawn from standalone analysis.

Amg Yacktman Competition Correlation Matrix

Reviewing how Amg Yacktman Focused moves relative to competing funds can show whether peer exposure is reducing portfolio risk or simply repeating the same market bet. A reading near +1 usually means prices have moved in tandem, a reading near -1 suggests opposite movement, and a reading near zero points to weaker historical dependence.

Risk-Adjusted Indicators

Amg Yacktman Mutual Fund may look attractive on headline returns alone, but deeper analysis often tells a different story. A thorough review of Amg Yacktman's risk-adjusted indicators provides a clearer picture of whether returns are being earned efficiently. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

Amg Yacktman Competitive Analysis

    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
YAFFX YAFIX AIVFX ACP-PA CSVZX PTY FSSMX SVBAX PARMX
 2.88 
21.21
Amg
 2.90 
21.09
Amg
 2.89 
19.14
American
 0.50 
20.10
Aberdeen
 1.12 
41.43
Columbia
 1.33 
11.85
PIMCO
 2.36 
46.80
Fidelity
 1.36 
28.95
Balanced
 1.38 
37.22
Parnassus
Market Volatility
(90 Days Market Risk)
Very Low
Very Low
Very Low
Very Low
Very Low
Very Low
Very Low
Very Low
Very Low
Market Performance
(90 Days Performance)
Balanced
Balanced
Weak
Mild
Soft
Weak
Weak
Weak
Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
High
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Under Valued
Under Valued
Fairly Valued
Fairly Valued
Under Valued
Fairly Valued
Under Valued
Fairly Valued
Fairly Valued
Buy or Sell Analysis
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Buy
Strong Buy
Strong Hold
Hold
Buy
Hold
Buy
Strong Hold
Strong Hold
Net Asset
3.13 B
3.13 B
764.28 M
N/A
1.2 B
7.85 B
2.33 B
6.44 B
2.5 B
Profit Margin
N/A
N/A
N/A
-2.09
N/A
-154.7
N/A
N/A
N/A
Price To Book
2.43
2.43
N/A
N/A
1.69
1.16
2.27
2.46
3.09
Operating Margin
N/A
N/A
N/A
0.82
N/A
93.02
N/A
N/A
N/A
Current Valuation
N/A
N/A
N/A
687.71 M
N/A
2.65 B
N/A
N/A
N/A
Five Year Return
9.65
10.16
5.29
N/A
11.22
8.51
6.65
8.1
4.22
Retained Earnings
N/A
N/A
N/A
-67.61 M
N/A
N/A
N/A
N/A
N/A
One Year Return
37.65
38.68
10.01
N/A
25.2
9.74
22.01
17.47
16.84
Beta
N/A
N/A
N/A
1.01
N/A
0.8
N/A
N/A
N/A
Cash Position Weight
9.64
15.52
13.64
N/A
4.49
N/A
2.1
2.89
1.42
Equity Positions Weight
88.1
81.88
86.35
N/A
95.36
N/A
97.04
57.85
98.58
Number Of Employees
1
1
1
2
1
17
1
1
1
Three Year Return
17.49
17.93
10.59
N/A
17.16
15.22
14.04
15.46
12.51
Cash Flow From Operations
N/A
N/A
N/A
-110.15 M
N/A
308.11 M
N/A
N/A
N/A
Annual Yield
0.0465
0.0486
0.0132
0.0068
0.0137
0.0089
0.0068
0.0153
0.002
Return On Equity
N/A
N/A
N/A
-0.24
N/A
5.55
N/A
N/A
N/A
Bond Positions Weight
N/A
2.6
N/A
N/A
N/A
N/A
N/A
3.23
N/A
Return On Asset
N/A
N/A
N/A
0.0412
N/A
3.33
N/A
N/A
N/A
Book Value Per Share
N/A
N/A
N/A
6.72
N/A
11.21
N/A
N/A
N/A
Minimum Initial Investment
N/A
100 K
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Last Dividend Paid
0.15
0.19
N/A
1.2
N/A
1.43
N/A
0.06
N/A
Shares Owned By Institutions
N/A
N/A
N/A
31.01
N/A
8.74
N/A
N/A
N/A
Price To Earning
15.65
15.65
N/A
N/A
14.59
14.14
2.09
4.91
23.37
Price To Sales
1.78
1.78
N/A
N/A
1.16
9.11
1.48
1.69
1.52
Net Income
N/A
N/A
N/A
34.99 M
N/A
-269.38 M
N/A
N/A
N/A
Earnings Per Share
N/A
N/A
N/A
1.46
N/A
0.92
N/A
N/A
N/A
Year To Date Return
10.46
12.26
0.3
N/A
1.2
0.39
2.43
1.02
0.23
Revenue
N/A
N/A
N/A
28.52 M
N/A
173.43 M
N/A
N/A
N/A
Ten Year Return
10.02
10.18
N/A
N/A
10.17
N/A
9.78
8.41
11.5
Gross Profit
N/A
N/A
N/A
28.52 M
N/A
173.43 M
N/A
N/A
N/A
Day Typical Price
21.21
21.09
19.14
20.15
41.43
11.92
46.8
28.95
37.22
Accumulation Distribution
N/A
N/A
N/A
0.0069
N/A
0.0223
N/A
N/A
N/A
Market Facilitation Index
N/A
N/A
N/A
0.14
N/A
0.27
N/A
N/A
N/A
Daily Balance Of Power
N/A
N/A
N/A
-0.71
N/A
-0.59
N/A
N/A
N/A
Period Momentum Indicator
-0.63
-0.63
-0.57
-0.10
-0.47
-0.16
-1.13
-0.40
-0.52
Rate Of Daily Change
0.97
0.97
0.97
1.0
0.99
0.99
0.98
0.99
0.99
Day Median Price
21.21
21.09
19.14
20.17
41.43
11.96
46.8
28.95
37.22
Price Action Indicator
-0.31
-0.31
-0.29
-0.12
-0.23
-0.19
-0.57
-0.20
-0.26
Relative Strength Index
51.75
51.77
35.01
48.78
38.84
32.83
41.46
37.9
38.4
Coefficient Of Variation
478.33
478.91
-1,614
4725.53
3779.03
-787.93
7973.67
-3,984
-7,536
Mean Deviation
0.9717
0.9753
0.7927
0.6603
0.6338
0.4231
0.7933
0.4029
0.8239
Jensen Alpha
0.4441
0.4473
0.0075
0.0416
0.0973
-0.06
0.1146
0.0272
0.0855
Total Risk Alpha
0.6523
0.6572
0.0541
0.1611
0.1093
-0.01
0.1356
0.0396
0.1069
Sortino Ratio
0.2903
0.2919
N/A
0.0899
0.1277
N/A
0.0887
N/A
N/A
Downside Variance
3.04
3.04
N/A
1.6
0.7358
N/A
1.32
N/A
N/A
Standard Deviation
2.0
2.01
1.06
1.19
0.8006
0.6585
1.08
0.5094
1.07
Kurtosis
26.9
27.35
1.05
11.54
-0.03
2.79
1.07
0.1392
0.2453
Potential Upside
1.56
1.52
1.47
1.6
1.31
1.13
1.43
0.7085
1.86
Treynor Ratio
1.1
1.09
-0.09
0.0566
0.0128
-0.27
0.0031
-0.04
-0.02
Maximum Drawdown
18.32
18.51
5.7
10.63
3.98
4.12
6.19
2.32
4.94
Variance
3.99
4.05
1.12
1.42
0.641
0.4336
1.16
0.2594
1.14
Market Risk Adjusted Performance
1.11
1.1
-0.08
0.0666
0.0228
-0.26
0.0131
-0.03
-0.01
Risk Adjusted Performance
0.1737
0.1736
-0.05
0.0202
0.0212
-0.10
0.0126
-0.03
-0.01
Skewness
3.7
3.76
-0.63
-0.14
-0.10
-0.23
-0.14
-0.30
0.351
Semi Deviation
1.16
1.18
N/A
1.19
0.8303
N/A
1.09
N/A
N/A
Information Ratio
0.2533
0.2527
0.0215
0.0954
0.1368
0.0072
0.0945
0.1483
0.0693
Value At Risk
-2.26
-2.23
-1.73
-1.03
-1.29
-1.38
-1.96
-0.98
-1.59
Expected Short fall
-1.07
-1.08
N/A
-0.69
-0.62
N/A
-0.83
N/A
N/A
Downside Deviation
1.74
1.74
N/A
1.26
0.8578
N/A
1.15
N/A
N/A
Semi Variance
1.35
1.4
N/A
1.42
0.6893
N/A
1.18
N/A
N/A

Amg Yacktman Competition Peer Performance Charts

How to Analyze Amg Yacktman Against Peers

Amg Yacktman's peer analysis compares Amg Yacktman with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:
  • Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
  • Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
  • Check valuation dispersion: Review whether Amg Yacktman trades at a premium or discount versus peers and why.
  • Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
  • Document the thesis: Record where Amg Yacktman leads or lags and what catalysts could close or widen the gap.
Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Amg Yacktman's return on invested capital tops the peer average, meaning each dollar of capital is working harder here. SG&A trends for Amg Yacktman compared to rivals reveal whether overhead is scaling efficiently with revenue. Comparing peers in AMG Funds, Large Value Funds, World Large-Stock Value Funds can help separate structural strengths from temporary momentum.

This section for Amg Yacktman Focused is built from fund disclosures and market reference feeds, with harmonization applied to align reporting definitions. Values may update on different source schedules.

This content is curated and reviewed by:

Gabriel Shpitalnik - Member of Macroaxis Editorial Board
Last reviewed on March 20th, 2026
Macroaxis provides analytical tools and reference data for investors of all levels to evaluate holdings and assess risk across market volatility, economic shifts, and company-specific events. View terms and conditions
 
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