CHTTX vs. ARSVX
Compare and contrast key facts about AMG River Road Mid Cap Value Fund (CHTTX) and AMG River Road Small Cap Value Fund (ARSVX).
CHTTX is managed by AMG. It was launched on Sep 19, 1994. ARSVX is managed by AMG. It was launched on Jun 28, 2005.
Performance
CHTTX vs. ARSVX - Performance Comparison
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CHTTX vs. ARSVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CHTTX AMG River Road Mid Cap Value Fund | -2.77% | -1.64% | 13.52% | 22.65% | -8.48% | -39.52% | 3.83% | 23.39% | -18.57% | 11.51% |
ARSVX AMG River Road Small Cap Value Fund | -3.42% | -7.36% | 14.05% | 14.86% | -6.49% | 21.14% | 1.84% | 38.29% | -6.96% | 11.73% |
Returns By Period
In the year-to-date period, CHTTX achieves a -2.77% return, which is significantly higher than ARSVX's -3.42% return. Over the past 10 years, CHTTX has underperformed ARSVX with an annualized return of 0.25%, while ARSVX has yielded a comparatively higher 8.86% annualized return.
CHTTX
- 1D
- 1.58%
- 1M
- -6.04%
- YTD
- -2.77%
- 6M
- -10.15%
- 1Y
- -3.36%
- 3Y*
- 8.47%
- 5Y*
- 7.24%
- 10Y*
- 0.25%
ARSVX
- 1D
- 1.24%
- 1M
- -4.02%
- YTD
- -3.42%
- 6M
- -12.34%
- 1Y
- -7.42%
- 3Y*
- 4.61%
- 5Y*
- 3.00%
- 10Y*
- 8.86%
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CHTTX vs. ARSVX - Expense Ratio Comparison
CHTTX has a 1.10% expense ratio, which is lower than ARSVX's 1.35% expense ratio.
Return for Risk
CHTTX vs. ARSVX — Risk / Return Rank
CHTTX
ARSVX
CHTTX vs. ARSVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG River Road Mid Cap Value Fund (CHTTX) and AMG River Road Small Cap Value Fund (ARSVX). 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.
| CHTTX | ARSVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.13 | -0.34 | +0.20 |
Sortino ratioReturn per unit of downside risk | -0.03 | -0.32 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.00 | 0.95 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | -0.24 | -0.49 | +0.26 |
Martin ratioReturn relative to average drawdown | -0.58 | -1.21 | +0.63 |
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
| CHTTX | ARSVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.13 | -0.34 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.17 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.01 | 0.46 | -0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.39 | -0.04 |
Correlation
The correlation between CHTTX and ARSVX is 0.88, 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
CHTTX vs. ARSVX - Dividend Comparison
Neither CHTTX nor ARSVX has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHTTX AMG River Road Mid Cap Value Fund | 0.00% | 0.00% | 14.37% | 0.40% | 9.34% | 3.22% | 5.66% | 13.63% | 8.79% | 6.59% | 4.51% | 5.97% |
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% |
Drawdowns
CHTTX vs. ARSVX - Drawdown Comparison
The maximum CHTTX drawdown since its inception was -58.30%, which is greater than ARSVX's maximum drawdown of -54.85%. Use the drawdown chart below to compare losses from any high point for CHTTX and ARSVX.
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Drawdown Indicators
| CHTTX | ARSVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.30% | -54.85% | -3.45% |
Max Drawdown (1Y)Largest decline over 1 year | -17.80% | -16.62% | -1.18% |
Max Drawdown (5Y)Largest decline over 5 years | -20.38% | -19.21% | -1.17% |
Max Drawdown (10Y)Largest decline over 10 years | -57.94% | -40.52% | -17.42% |
Current DrawdownCurrent decline from peak | -36.17% | -15.93% | -20.24% |
Average DrawdownAverage peak-to-trough decline | -13.81% | -8.64% | -5.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.31% | 6.79% | +0.52% |
Volatility
CHTTX vs. ARSVX - Volatility Comparison
The current volatility for AMG River Road Mid Cap Value Fund (CHTTX) is 3.71%, while AMG River Road Small Cap Value Fund (ARSVX) has a volatility of 4.07%. This indicates that CHTTX experiences smaller price fluctuations and is considered to be less risky than ARSVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHTTX | ARSVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.71% | 4.07% | -0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 17.00% | 14.37% | +2.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.15% | 20.60% | +1.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.57% | 17.93% | +0.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.01% | 19.37% | +7.64% |