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AMG Yacktman Special Opportunities I (YASSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.89+0.03 (+0.28%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.78%
5-year average return5.74%
Number of years up6
Number of years down2
Best 1-yr total return (19 May 2024)34.67%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return34.67%
Worst 3-yr total return3.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnYASSXCategory
YTD0.84%14.60%
1-month-0.92%-1.66%
3-month2.18%5.70%
1-year5.23%46.89%
3-year-1.90%6.61%
5-year4.83%9.96%
10-year0.00%6.46%
Last bull market15.53%14.17%
Last bear market-15.16%-22.90%

Annual total return (%) history

Year
YASSXCategory
2024
N/AN/A
2023
3.24%N/A
2022
-13.59%N/A
2021
24.30%N/A
2020
12.66%8.61%
2019
10.20%19.18%
2018
-10.26%-19.13%
2017
34.67%27.52%
2016
25.04%4.24%
2015
N/A2.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.78%N/AN/AN/A
2023-0.35%1.78%-4.81%6.94%
2022-0.84%-15.16%-11.64%16.24%
202112.72%10.48%-4.16%4.15%
2020-32.00%25.07%3.99%27.39%
20197.13%-0.19%-3.62%6.93%
2018-0.75%0.34%-0.92%-9.05%
201711.21%6.91%5.03%7.85%
20162.84%2.01%13.42%5.08%
2015-13.68%0.19%N/AN/A

Rank in category (by total return)

YTD78
1-month37
3-month74
1-year87
3-year97
5-year66

Load adjusted returns

1-year5.23%
3-year-1.90%
5-year4.83%
10-yearN/A