ARSVX vs. SSSFX
ARSVX (AMG River Road Small Cap Value Fund) and SSSFX (SouthernSun Small Cap) are both mutual funds - ARSVX is a Small Cap Value Equities fund managed by AMG, while SSSFX is a Small Cap Blend Equities fund managed by AMG. Over the past 10 years, ARSVX returned 9.53%/yr vs 9.47%/yr for SSSFX. Their correlation of 0.87 suggests significant overlap in exposure. ARSVX charges 1.35%/yr vs 1.30%/yr for SSSFX.
Performance
ARSVX vs. SSSFX - Performance Comparison
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Returns By Period
In the year-to-date period, ARSVX achieves a 8.37% return, which is significantly lower than SSSFX's 15.87% return. Both investments have delivered pretty close results over the past 10 years, with ARSVX having a 9.53% annualized return and SSSFX not far behind at 9.47%.
ARSVX
- 1D
- 0.19%
- 1M
- 4.58%
- 6M
- 5.21%
- YTD
- 8.37%
- 1Y
- -2.08%
- 3Y*
- 7.24%
- 5Y*
- 5.61%
- 10Y*
- 9.53%
SSSFX
- 1D
- -0.18%
- 1M
- 2.08%
- 6M
- 9.07%
- YTD
- 15.87%
- 1Y
- 21.79%
- 3Y*
- 7.81%
- 5Y*
- 7.99%
- 10Y*
- 9.47%
ARSVX vs. SSSFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARSVX AMG River Road Small Cap Value Fund | 8.37% | -7.36% | 14.05% | 14.86% | -6.49% | 21.14% | 1.84% | 38.29% | -6.96% | 11.73% |
SSSFX SouthernSun Small Cap | 15.87% | 4.72% | 3.46% | 12.52% | -1.86% | 21.87% | 14.08% | 35.45% | -24.32% | 18.03% |
Correlation
The correlation between ARSVX and SSSFX is 0.77, 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 | 0.77 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.82 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.86 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Jun 29, 2005 | 0.87 |
The correlation between ARSVX and SSSFX has been stable across timeframes, ranging from 0.77 to 0.87 - a consistent structural relationship.
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Return for Risk
ARSVX vs. SSSFX — Risk / Return Rank
ARSVX
SSSFX
ARSVX vs. SSSFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG River Road Small Cap Value Fund (ARSVX) and SouthernSun Small Cap (SSSFX). 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.
| ARSVX | SSSFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.17 | ||
| Sortino ratioReturn per unit of downside risk | -1.69 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.19 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | -0.12 | 1.48 | -1.59 |
| Martin ratioReturn relative to average drawdown | -0.22 | 3.84 | -4.06 |
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Drawdowns
ARSVX vs. SSSFX - Drawdown Comparison
The maximum ARSVX drawdown since its inception was -54.85%, smaller than the maximum SSSFX drawdown of -65.85%. Use the drawdown chart below to compare losses from any high point for ARSVX and SSSFX.
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Drawdown Indicators
| ARSVX | SSSFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.85% | -65.85% | +11.00% |
Max Drawdown (1Y)Largest decline over 1 year | -16.62% | -14.39% | -2.23% |
Max Drawdown (3Y)Largest decline over 3 years | -19.21% | -32.76% | +13.55% |
Max Drawdown (5Y)Largest decline over 5 years | -19.21% | -32.76% | +13.55% |
Max Drawdown (10Y)Largest decline over 10 years | -40.52% | -45.20% | +4.68% |
Current DrawdownCurrent decline from peak | -5.67% | -2.13% | -3.54% |
Average DrawdownAverage peak-to-trough decline | -8.68% | -10.87% | +2.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.50% | 5.53% | +2.97% |
Volatility
ARSVX vs. SSSFX - Volatility Comparison
The current volatility for AMG River Road Small Cap Value Fund (ARSVX) is 3.39%, while SouthernSun Small Cap (SSSFX) has a volatility of 5.35%. This indicates that ARSVX experiences smaller price fluctuations and is considered to be less risky than SSSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARSVX | SSSFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.39% | 5.35% | -1.96% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 14.34% | -5.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.06% | 20.16% | -3.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.83% | 22.52% | -4.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.29% | 23.27% | -3.98% |
ARSVX vs. SSSFX - Expense Ratio Comparison
ARSVX has a 1.35% expense ratio, which is higher than SSSFX's 1.30% expense ratio.
Dividends
ARSVX vs. SSSFX - Dividend Comparison
ARSVX has not paid dividends to shareholders, while SSSFX's dividend yield for the trailing twelve months is around 4.35%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARSVX AMG River Road Small Cap Value Fund | 0.00% | 0.00% | 8.50% | 4.78% | 3.87% | 7.75% | 0.00% | 12.10% | 13.01% | 14.96% | 4.96% | 6.51% |
SSSFX SouthernSun Small Cap | 4.35% | 5.04% | 13.93% | 13.87% | 9.40% | 11.51% | 0.23% | 5.29% | 4.77% | 0.00% | 0.00% | 12.69% |
Frequently Asked Questions
ARSVX and SSSFX have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SSSFX has higher volatility (5.35%) compared to ARSVX (3.39%). In terms of maximum drawdown, ARSVX dropped -54.85% vs SSSFX's -65.85%.
SSSFX currently has the higher Sharpe Ratio (1.06 vs -0.11), 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.
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