ARSMX vs. USBNX
Compare and contrast key facts about AMG River Road Small-Mid Cap Value Fund (ARSMX) and Pear Tree Polaris Small Cap Fund (USBNX).
ARSMX is managed by AMG. It was launched on Mar 29, 2007. USBNX is managed by Pear Tree Funds. It was launched on Aug 3, 1992.
Performance
ARSMX vs. USBNX - Performance Comparison
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ARSMX vs. USBNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARSMX AMG River Road Small-Mid Cap Value Fund | -3.04% | -0.83% | 12.42% | 14.48% | -8.62% | 23.41% | 1.71% | 34.82% | -6.44% | 15.26% |
USBNX Pear Tree Polaris Small Cap Fund | 1.48% | 8.02% | 8.64% | 12.83% | -5.09% | 15.35% | -4.77% | 23.53% | -11.05% | 6.42% |
Returns By Period
In the year-to-date period, ARSMX achieves a -3.04% return, which is significantly lower than USBNX's 1.48% return. Over the past 10 years, ARSMX has outperformed USBNX with an annualized return of 9.33%, while USBNX has yielded a comparatively lower 7.19% annualized 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%
USBNX
- 1D
- -0.11%
- 1M
- -4.33%
- YTD
- 1.48%
- 6M
- 3.96%
- 1Y
- 12.79%
- 3Y*
- 10.45%
- 5Y*
- 4.46%
- 10Y*
- 7.19%
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ARSMX vs. USBNX - Expense Ratio Comparison
ARSMX has a 1.27% expense ratio, which is lower than USBNX's 1.50% expense ratio.
Return for Risk
ARSMX vs. USBNX — Risk / Return Rank
ARSMX
USBNX
ARSMX vs. USBNX - 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 Pear Tree Polaris Small Cap Fund (USBNX). 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 | USBNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.02 | 0.69 | -0.71 |
Sortino ratioReturn per unit of downside risk | 0.10 | 1.12 | -1.02 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.15 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | -0.18 | 0.92 | -1.11 |
Martin ratioReturn relative to average drawdown | -0.55 | 3.12 | -3.67 |
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 | USBNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.02 | 0.69 | -0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.24 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.33 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.38 | -0.03 |
Correlation
The correlation between ARSMX and USBNX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ARSMX vs. USBNX - Dividend Comparison
ARSMX has not paid dividends to shareholders, while USBNX's dividend yield for the trailing twelve months is around 13.61%.
| 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% |
USBNX Pear Tree Polaris Small Cap Fund | 13.61% | 13.81% | 3.27% | 0.86% | 10.05% | 0.75% | 0.68% | 7.91% | 8.39% | 6.21% | 1.17% | 7.39% |
Drawdowns
ARSMX vs. USBNX - Drawdown Comparison
The maximum ARSMX drawdown since its inception was -51.75%, smaller than the maximum USBNX drawdown of -64.40%. Use the drawdown chart below to compare losses from any high point for ARSMX and USBNX.
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Drawdown Indicators
| ARSMX | USBNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.75% | -64.40% | +12.65% |
Max Drawdown (1Y)Largest decline over 1 year | -12.25% | -12.27% | +0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -19.34% | -26.01% | +6.67% |
Max Drawdown (10Y)Largest decline over 10 years | -42.96% | -46.96% | +4.00% |
Current DrawdownCurrent decline from peak | -10.31% | -7.74% | -2.57% |
Average DrawdownAverage peak-to-trough decline | -8.12% | -13.70% | +5.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.04% | 3.64% | +0.40% |
Volatility
ARSMX vs. USBNX - Volatility Comparison
AMG River Road Small-Mid Cap Value Fund (ARSMX) and Pear Tree Polaris Small Cap Fund (USBNX) have volatilities of 3.68% and 3.82%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARSMX | USBNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.68% | 3.82% | -0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 11.17% | 10.27% | +0.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.46% | 19.15% | -0.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.87% | 18.89% | -1.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.59% | 21.68% | -2.09% |