AMG Funds - AMG Yacktman Focused Fund

AMG Funds - AMG Yacktman Focused Fundverified

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

The ROE as of December 2025 (TTM) for AMG Funds - AMG Yacktman Focused Fund (YAFIX) is 19.26%

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.

AMG Funds - AMG Yacktman Focused Fund (YAFIX) Historical ROE (quarterly & annually)

How has YAFIX ROE performed in the past?

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%.

Quarterly (TTM)
Annual

Average

10.09%

Median

20.06%

Minimum

-36.10%

Maximum

38.24%

AMG Funds - AMG Yacktman Focused Fund (YAFIX) ROE by Quarter and Year

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%

Quarterly (TTM)
Annual
YearROEChange
202318.04%-52.84%
202238.24%645.41%
20215.13%-114.21%
2020-36.10%20.02%
2019-30.08%-201.71%
201829.57%33.92%
201722.08%-4.33%
201623.08%167.82%
20158.62%-61.39%
201422.32%-171.13%

AMG Funds - AMG Yacktman Focused Fund (YAFIX) Average ROE

How has YAFIX ROE performed in the past?

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 (YAFIX) ROE vs. Peers

How is YAFIX’s ROE compared to its peers?

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%),

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