ARDEX vs. CHTTX
ARDEX (AMG River Road Dividend All Cap Value Fund) and CHTTX (AMG River Road Mid Cap Value Fund) are both mutual funds - ARDEX is a Large Cap Value Equities fund managed by AMG, while CHTTX is a Mid Cap Value Equities fund managed by AMG. Over the past 10 years, ARDEX returned 4.20%/yr vs 8.36%/yr for CHTTX. Their correlation of 0.86 suggests significant overlap in exposure. ARDEX charges 0.97%/yr vs 1.10%/yr for CHTTX.
Performance
ARDEX vs. CHTTX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, ARDEX achieves a 10.03% return, which is significantly higher than CHTTX's 0.81% return. Over the past 10 years, ARDEX has underperformed CHTTX with an annualized return of 4.20%, while CHTTX has yielded a comparatively higher 8.36% annualized return.
ARDEX
- 1D
- 0.37%
- 1M
- -0.36%
- YTD
- 10.03%
- 6M
- 9.59%
- 1Y
- -7.28%
- 3Y*
- 4.16%
- 5Y*
- 0.05%
- 10Y*
- 4.20%
CHTTX
- 1D
- 0.45%
- 1M
- 2.15%
- YTD
- 0.81%
- 6M
- -1.48%
- 1Y
- -2.30%
- 3Y*
- 8.85%
- 5Y*
- 7.59%
- 10Y*
- 8.36%
ARDEX vs. CHTTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARDEX AMG River Road Dividend All Cap Value Fund | 10.03% | -14.13% | 16.20% | 2.04% | -3.64% | 4.16% | -2.18% | 23.20% | -7.61% | 8.78% |
CHTTX AMG River Road Mid Cap Value Fund | 0.81% | -1.64% | 13.52% | 22.65% | -8.48% | 27.04% | 3.83% | 23.39% | -18.57% | 11.51% |
Correlation
The correlation between ARDEX and CHTTX is 0.76, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.76 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.85 |
Correlation (All Time) Calculated using the full available price history since Jun 29, 2005 | 0.86 |
The correlation between ARDEX and CHTTX shifts across timeframes, from 0.76 (1 year) to 0.86 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
ARDEX vs. CHTTX — Risk / Return Rank
ARDEX
CHTTX
ARDEX vs. CHTTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG River Road Dividend All Cap Value Fund (ARDEX) and AMG River Road Mid Cap Value Fund (CHTTX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ARDEX | CHTTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.21 | ||
| Sortino ratioReturn per unit of downside risk | -0.21 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.00 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | -0.34 | -0.11 | -0.24 |
| Martin ratioReturn relative to average drawdown | -0.64 | -0.20 | -0.44 |
Loading charts...
Drawdowns
ARDEX vs. CHTTX - Drawdown Comparison
The maximum ARDEX drawdown since its inception was -52.16%, smaller than the maximum CHTTX drawdown of -58.30%. Use the drawdown chart below to compare losses from any high point for ARDEX and CHTTX.
Loading charts...
Drawdown Indicators
| ARDEX | CHTTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.16% | -58.30% | +6.14% |
Max Drawdown (1Y)Largest decline over 1 year | -20.51% | -17.80% | -2.71% |
Max Drawdown (3Y)Largest decline over 3 years | -52.16% | -17.80% | -34.36% |
Max Drawdown (5Y)Largest decline over 5 years | -52.16% | -20.38% | -31.78% |
Max Drawdown (10Y)Largest decline over 10 years | -52.16% | -42.58% | -9.58% |
Current DrawdownCurrent decline from peak | -47.15% | -13.16% | -33.99% |
Average DrawdownAverage peak-to-trough decline | -10.55% | -7.81% | -2.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.96% | 9.67% | +1.29% |
Volatility
ARDEX vs. CHTTX - Volatility Comparison
The current volatility for AMG River Road Dividend All Cap Value Fund (ARDEX) is 2.71%, while AMG River Road Mid Cap Value Fund (CHTTX) has a volatility of 3.44%. This indicates that ARDEX experiences smaller price fluctuations and is considered to be less risky than CHTTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| ARDEX | CHTTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.71% | 3.44% | -0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 23.60% | 16.51% | +7.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.41% | 18.99% | +3.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.86% | 18.57% | +23.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.41% | 20.48% | +11.93% |
ARDEX vs. CHTTX - Expense Ratio Comparison
ARDEX has a 0.97% expense ratio, which is lower than CHTTX's 1.10% expense ratio.
Dividends
ARDEX vs. CHTTX - Dividend Comparison
ARDEX's dividend yield for the trailing twelve months is around 4.68%, while CHTTX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARDEX AMG River Road Dividend All Cap Value Fund | 4.68% | 5.85% | 79.78% | 4.42% | 14.36% | 5.37% | 2.12% | 8.71% | 9.10% | 6.83% | 9.31% | 11.69% |
CHTTX AMG River Road Mid Cap Value Fund | 0.00% | 0.00% | 14.37% | 0.40% | 9.34% | 105.09% | 5.66% | 13.63% | 8.79% | 6.59% | 4.51% | 5.97% |
Frequently Asked Questions
ARDEX and CHTTX have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CHTTX has higher volatility (3.44%) compared to ARDEX (2.71%). In terms of maximum drawdown, ARDEX dropped -52.16% vs CHTTX's -58.30%.
CHTTX currently has the higher Sharpe Ratio (-0.10 vs -0.32), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for ARDEX and CHTTX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer