YACKX - AMG Yacktman I

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return16.18%
5-Year Average Return11.80%
Number of Years Up19
Number of Years Down5
Best 1 Yr Total Return (Nov 29, 2017)59.31%
Worst 1 Yr Total Return (Nov 29, 2017)-26.05%
Best 3-Yr Total Return59.31%
Worst 3-Yr Total Return-3.94%

Trailing Returns (%) Vs. Benchmarks

ReturnYACKXCategory
YTD16.18%15.50%
1-Month3.54%2.00%
3-Month5.97%4.40%
1-Year17.53%22.34%
3-Year6.86%9.01%
5-Year11.80%13.70%
10-Year10.70%6.62%
Last Bull Market16.06%23.89%
Last Bear Market-10.21%-17.62%

Annual Total Return (%) History

Year
YACKXCategory
2017
N/AN/A
2016
11.20%10.37%
2015
-5.63%-1.07%
2014
11.33%10.96%
2013
27.74%31.50%
2012
11.47%14.96%
2011
7.30%-1.27%
2010
12.64%14.01%
2009
59.31%28.17%
2008
-26.05%-37.79%
2007
3.39%6.16%
2006
15.95%14.17%
2005
-1.30%5.88%
2004
9.93%10.02%
2003
33.03%27.05%
2002
11.41%-22.25%
2001
19.46%-13.50%
2000
13.46%-6.31%
1999
-16.90%20.16%
1998
0.64%22.39%
1997
18.28%28.37%
1996
26.02%20.76%
1995
30.42%32.35%
1994
8.80%-0.93%
1993
-6.58%10.21%
1992
N/A7.00%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20176.92%1.09%1.77%N/A
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)

YTD81
1-Month26
3-Month87
1-Year86
3-Year89
5-Year91

Load Adjusted Returns

1-Year17.53%
3-Year6.86%
5-Year11.80%
10-Year10.70%