ARSVX vs. YASLX
Compare and contrast key facts about AMG River Road Small Cap Value Fund (ARSVX) and AMG Yacktman Special Opportunities Fund (YASLX).
ARSVX is managed by AMG. It was launched on Jun 28, 2005. YASLX is managed by AMG. It was launched on Jun 29, 2014.
Performance
ARSVX vs. YASLX - Performance Comparison
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ARSVX vs. YASLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARSVX AMG River Road Small Cap Value Fund | -4.60% | -7.36% | 14.05% | 14.86% | -6.49% | 21.14% | 1.84% | 38.29% | -6.96% | 11.73% |
YASLX AMG Yacktman Special Opportunities Fund | 7.56% | 6.27% | 11.23% | 3.65% | -13.59% | 24.45% | 12.82% | 17.07% | -10.15% | 34.85% |
Returns By Period
In the year-to-date period, ARSVX achieves a -4.60% return, which is significantly lower than YASLX's 7.56% return. Over the past 10 years, ARSVX has underperformed YASLX with an annualized return of 8.72%, while YASLX has yielded a comparatively higher 10.68% annualized return.
ARSVX
- 1D
- -0.07%
- 1M
- -4.87%
- YTD
- -4.60%
- 6M
- -13.25%
- 1Y
- -8.00%
- 3Y*
- 4.18%
- 5Y*
- 3.03%
- 10Y*
- 8.72%
YASLX
- 1D
- -0.17%
- 1M
- -4.89%
- YTD
- 7.56%
- 6M
- 1.74%
- 1Y
- 15.32%
- 3Y*
- 9.73%
- 5Y*
- 4.69%
- 10Y*
- 10.68%
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ARSVX vs. YASLX - Expense Ratio Comparison
ARSVX has a 1.35% expense ratio, which is lower than YASLX's 1.86% expense ratio.
Return for Risk
ARSVX vs. YASLX — Risk / Return Rank
ARSVX
YASLX
ARSVX vs. YASLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG River Road Small Cap Value Fund (ARSVX) and AMG Yacktman Special Opportunities Fund (YASLX). 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.
| ARSVX | YASLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.39 | 1.14 | -1.52 |
Sortino ratioReturn per unit of downside risk | -0.40 | 1.48 | -1.88 |
Omega ratioGain probability vs. loss probability | 0.94 | 1.23 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | -0.56 | 1.40 | -1.96 |
Martin ratioReturn relative to average drawdown | -1.38 | 3.78 | -5.16 |
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
| ARSVX | YASLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.39 | 1.14 | -1.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.29 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.72 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.57 | -0.18 |
Correlation
The correlation between ARSVX and YASLX is 0.58, 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
ARSVX vs. YASLX - Dividend Comparison
Neither ARSVX nor YASLX has paid dividends to shareholders.
| 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% |
YASLX AMG Yacktman Special Opportunities Fund | 0.00% | 0.00% | 15.82% | 8.97% | 0.94% | 3.85% | 2.62% | 12.95% | 9.89% | 4.86% | 3.28% | 4.59% |
Drawdowns
ARSVX vs. YASLX - Drawdown Comparison
The maximum ARSVX drawdown since its inception was -54.85%, which is greater than YASLX's maximum drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for ARSVX and YASLX.
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Drawdown Indicators
| ARSVX | YASLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.85% | -38.91% | -15.94% |
Max Drawdown (1Y)Largest decline over 1 year | -16.62% | -10.18% | -6.44% |
Max Drawdown (5Y)Largest decline over 5 years | -19.21% | -27.74% | +8.53% |
Max Drawdown (10Y)Largest decline over 10 years | -40.52% | -38.91% | -1.61% |
Current DrawdownCurrent decline from peak | -16.96% | -4.89% | -12.07% |
Average DrawdownAverage peak-to-trough decline | -8.64% | -8.34% | -0.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.72% | 3.78% | +2.94% |
Volatility
ARSVX vs. YASLX - Volatility Comparison
AMG River Road Small Cap Value Fund (ARSVX) has a higher volatility of 3.83% compared to AMG Yacktman Special Opportunities Fund (YASLX) at 3.18%. This indicates that ARSVX's price experiences larger fluctuations and is considered to be riskier than YASLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARSVX | YASLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.83% | 3.18% | +0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 14.34% | 8.66% | +5.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.60% | 12.99% | +7.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.92% | 16.32% | +1.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.37% | 15.00% | +4.37% |