YAFIX
Price:
$21.91
Market Cap:
$2.61B
The fund invests primarily in domestic and foreign equity securities. Its investments in foreign equity securities may include emerging market securities. The fund also may invest in debt securities. Its investments in debt securities may include U.S. Treasury notes and bonds, investment grade corporate debt securities, convertible debt securities and debt securities below investment grade (high yield or junk bonds). The fund is non-diversified.
Industry
Asset Management
IPO Date
2012-07-24
Stock Exchange
NASDAQ
Ticker
YAFIX
According to AMG Funds - AMG Yacktman Focused Fund’s latest financial reports and current stock price. The company's current ROE is 19.26%. This represents a change of 337.19% compared to the average of 4.40% of the last 4 quarters.
The mean historical ROE of AMG Funds - AMG Yacktman Focused Fund over the last ten years is 10.09%. The current 19.26% ROE has changed 90.84% with respect to the historical average. Over the past ten years (40 quarters), YAFIX's ROE was at its highest in in the September 2022 quarter at 16.30%. The ROE was at its lowest in in the June 2019 quarter at -13.72%.
Average
10.09%
Median
20.06%
Minimum
-36.10%
Maximum
38.24%
Discovering the peaks and valleys of AMG Funds - AMG Yacktman Focused Fund ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 645.41%
Maximum Annual ROE = 38.24%
Minimum Annual Increase = -201.71%
Minimum Annual ROE = -36.10%
| Year | ROE | Change |
|---|---|---|
| 2023 | 18.04% | -52.84% |
| 2022 | 38.24% | 645.41% |
| 2021 | 5.13% | -114.21% |
| 2020 | -36.10% | 20.02% |
| 2019 | -30.08% | -201.71% |
| 2018 | 29.57% | 33.92% |
| 2017 | 22.08% | -4.33% |
| 2016 | 23.08% | 167.82% |
| 2015 | 8.62% | -61.39% |
| 2014 | 22.32% | -171.13% |
The current ROE of AMG Funds - AMG Yacktman Focused Fund (YAFIX) is less than than its 3-year, greater than its 5-year, and less than than its 10-year historical averages
3-year avg
20.47%
5-year avg
-0.96%
10-year avg
10.09%
AMG Funds - AMG Yacktman Focused Fund’s ROE is greater than AMG Yacktman Focused Fund (0%), less than American Funds International Vantage Fund (0.64%), less than Abrdn Income Credit Strategies Fund (3.05%), greater than Columbia Select Large Cap Value Fund (0%), less than PIMCO Corporate & Income Opportunity Fund (9.74%), greater than Fidelity Stock Sector Mid Cap Fund (0%), greater than John Hancock Balanced Fund (0%), greater than Parnassus Mid Cap Fund (0%),
| Company | ROE | Market cap |
|---|---|---|
| 0% | $2.62B | |
| 0.64% | $2.61B | |
| 3.05% | $2.59B | |
| 0% | $2.58B | |
| 9.74% | $2.51B | |
| 0% | $2.66B | |
| 0% | $3.10B | |
| 0% | $2.61B |
One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like AMG Funds - AMG Yacktman Focused Fund using the financials and key metrics that matter to you in a single view.
The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:
Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.
Get your free trial here.
The easiest way to analyze a company like AMG Funds - AMG Yacktman Focused Fund or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.
Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.
Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.
What is the ROE?
How can you use the ROE?
What is AMG Funds - AMG Yacktman Focused Fund's ROE?
How is the ROE calculated for AMG Funds - AMG Yacktman Focused Fund (YAFIX)?
What is the highest ROE for AMG Funds - AMG Yacktman Focused Fund (YAFIX)?
What is the 3-year average ROE for AMG Funds - AMG Yacktman Focused Fund (YAFIX)?
What is the 5-year average ROE for AMG Funds - AMG Yacktman Focused Fund (YAFIX)?
How does the current ROE for AMG Funds - AMG Yacktman Focused Fund (YAFIX) compare to its historical average?