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AMG Yacktman Special Opportunities Z (YASLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.83+0.06 (+0.56%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.56%
5-year average return4.90%
Number of years up6
Number of years down3
Best 1-yr total return (30 Apr 2024)34.81%
Worst 1-yr total return (30 Apr 2024)N/A
Best 3-yr total return34.81%
Worst 3-yr total return3.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnYASLXCategory
YTD1.77%14.60%
1-month0.46%-1.66%
3-month1.77%5.70%
1-year5.56%46.89%
3-year0.16%6.61%
5-year5.61%9.96%
10-year0.00%6.46%
Last bull market62.79%14.17%
Last bear market-15.13%-22.90%

Annual total return (%) history

Year
YASLXCategory
2024
N/AN/A
2023
3.44%N/A
2022
-13.57%N/A
2021
24.42%N/A
2020
12.82%8.61%
2019
10.27%19.18%
2018
-10.14%-19.13%
2017
34.81%27.52%
2016
25.04%4.24%
2015
-14.22%2.27%
2014
N/A-6.56%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.77%N/AN/AN/A
2023-0.27%1.77%-4.79%7.04%
2022-0.91%-15.13%-11.61%16.26%
202112.68%10.53%-4.15%4.22%
2020-31.94%25.00%4.09%27.40%
20197.22%-0.19%-3.61%6.90%
2018-0.66%0.33%-0.92%-9.01%
201711.30%6.90%5.02%7.89%
20162.84%2.01%13.41%5.11%
2015-0.21%-0.74%-13.68%0.33%
2014-5.10%-0.30%N/AN/A

Rank in category (by total return)

YTD74
1-month100
3-month74
1-year95
3-year95
5-year65

Load adjusted returns

1-year5.56%
3-year0.16%
5-year5.61%
10-yearN/A