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AMG Yacktman Special Opportunities Fund Class Z YASLX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | YASLX | Replication |
|---|---|---|
| Annualized growth | 4.9% | 8.7% |
| Annualized volatility | 14.1% | 12.6% |
| Sharpe ratio | 0.41 | 0.73 |
| Maximum drawdown | 25.9% | 19.3% |
| Replication fit (R²) | 0.73 · Tracking error 7.3% | |
Replication portfolio
The published portfolio below is the investable basket used to model YASLX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VSS | Intl · Small Cap | 48.7% |
| XLE | Sector · Energy | 16.9% |
| EMLC | FI · EM Local Currency | 13.4% |
| VEA | Intl · Developed | 11.4% |
| SPHY | FI · High Yield | 9.6% |