ARSMX vs. PVCMX
Compare and contrast key facts about AMG River Road Small-Mid Cap Value Fund (ARSMX) and Palm Valley Capital Fund Investor Class (PVCMX).
ARSMX is managed by AMG. It was launched on Mar 29, 2007. PVCMX is managed by Palm Valley. It was launched on Apr 30, 2019.
Performance
ARSMX vs. PVCMX - Performance Comparison
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ARSMX vs. PVCMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
ARSMX AMG River Road Small-Mid Cap Value Fund | -3.04% | -0.83% | 12.42% | 14.48% | -8.62% | 23.41% | 1.71% | 12.98% |
PVCMX Palm Valley Capital Fund Investor Class | 0.58% | 4.45% | 4.24% | 9.47% | 3.17% | 3.72% | 19.13% | 1.22% |
Returns By Period
In the year-to-date period, ARSMX achieves a -3.04% return, which is significantly lower than PVCMX's 0.58% return.
ARSMX
- 1D
- -0.11%
- 1M
- -5.33%
- YTD
- -3.04%
- 6M
- -5.91%
- 1Y
- -0.75%
- 3Y*
- 6.77%
- 5Y*
- 4.08%
- 10Y*
- 9.33%
PVCMX
- 1D
- 0.25%
- 1M
- -1.05%
- YTD
- 0.58%
- 6M
- 1.23%
- 1Y
- 4.45%
- 3Y*
- 5.18%
- 5Y*
- 4.37%
- 10Y*
- —
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ARSMX vs. PVCMX - Expense Ratio Comparison
ARSMX has a 1.27% expense ratio, which is lower than PVCMX's 1.30% expense ratio.
Return for Risk
ARSMX vs. PVCMX — Risk / Return Rank
ARSMX
PVCMX
ARSMX vs. PVCMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG River Road Small-Mid Cap Value Fund (ARSMX) and Palm Valley Capital Fund Investor Class (PVCMX). 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.
| ARSMX | PVCMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.02 | 0.92 | -0.95 |
Sortino ratioReturn per unit of downside risk | 0.10 | 1.44 | -1.35 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.17 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | -0.18 | 1.52 | -1.70 |
Martin ratioReturn relative to average drawdown | -0.55 | 4.20 | -4.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ARSMX | PVCMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.02 | 0.92 | -0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.84 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 1.04 | -0.70 |
Correlation
The correlation between ARSMX and PVCMX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ARSMX vs. PVCMX - Dividend Comparison
ARSMX has not paid dividends to shareholders, while PVCMX's dividend yield for the trailing twelve months is around 4.77%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARSMX AMG River Road Small-Mid Cap Value Fund | 0.00% | 0.00% | 9.27% | 3.89% | 4.85% | 5.86% | 0.00% | 3.60% | 8.60% | 15.66% | 8.03% | 17.82% |
PVCMX Palm Valley Capital Fund Investor Class | 4.77% | 4.80% | 6.95% | 4.84% | 2.30% | 1.98% | 2.70% | 0.71% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ARSMX vs. PVCMX - Drawdown Comparison
The maximum ARSMX drawdown since its inception was -51.75%, which is greater than PVCMX's maximum drawdown of -7.44%. Use the drawdown chart below to compare losses from any high point for ARSMX and PVCMX.
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Drawdown Indicators
| ARSMX | PVCMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.75% | -7.44% | -44.31% |
Max Drawdown (1Y)Largest decline over 1 year | -12.25% | -2.81% | -9.44% |
Max Drawdown (5Y)Largest decline over 5 years | -19.34% | -7.44% | -11.90% |
Max Drawdown (10Y)Largest decline over 10 years | -42.96% | — | — |
Current DrawdownCurrent decline from peak | -10.31% | -1.85% | -8.46% |
Average DrawdownAverage peak-to-trough decline | -8.12% | -1.29% | -6.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.04% | 1.02% | +3.02% |
Volatility
ARSMX vs. PVCMX - Volatility Comparison
AMG River Road Small-Mid Cap Value Fund (ARSMX) has a higher volatility of 3.68% compared to Palm Valley Capital Fund Investor Class (PVCMX) at 0.95%. This indicates that ARSMX's price experiences larger fluctuations and is considered to be riskier than PVCMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARSMX | PVCMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.68% | 0.95% | +2.73% |
Volatility (6M)Calculated over the trailing 6-month period | 11.17% | 2.94% | +8.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.46% | 4.75% | +13.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.87% | 5.20% | +12.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.59% | 6.37% | +13.22% |