CHTTX vs. CIMDX
CHTTX (AMG River Road Mid Cap Value Fund) and CIMDX (Clarkston Founders Fund) are both Mid Cap Value Equities funds. Over the past 5 years, CHTTX returned 7.49%/yr vs 3.97%/yr for CIMDX. Their correlation of 0.83 means they have usually moved in the same direction. CHTTX charges 1.10%/yr vs 0.95%/yr for CIMDX.
Performance
CHTTX vs. CIMDX - Performance Comparison
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Returns By Period
In the year-to-date period, CHTTX achieves a 4.89% return, which is significantly higher than CIMDX's 3.55% return.
CHTTX
- 1D
- -0.43%
- 1M
- 0.00%
- 6M
- 2.26%
- YTD
- 4.89%
- 1Y
- -1.14%
- 3Y*
- 7.48%
- 5Y*
- 7.49%
- 10Y*
- 8.56%
- ALL TIME*
- 10.81%
CIMDX
- 1D
- -0.98%
- 1M
- 0.06%
- 6M
- 2.26%
- YTD
- 3.55%
- 1Y
- 11.94%
- 3Y*
- 6.46%
- 5Y*
- 3.97%
- 10Y*
- —
- ALL TIME*
- 7.99%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
CHTTX vs. CIMDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CHTTX AMG River Road Mid Cap Value Fund | 4.89% | -1.64% | 13.52% | 22.65% | -8.48% | 27.04% | 3.83% | 23.39% | -18.57% | 8.22% |
CIMDX Clarkston Founders Fund | 3.55% | 7.35% | 5.67% | 10.38% | -3.67% | 6.23% | 23.21% | 23.74% | -7.85% | 11.25% |
Correlation
The correlation between CHTTX and CIMDX is 0.75, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.75 |
Correlation (3Y) Balances recent behavior with more history. | 0.77 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (All Time) Calculated using the full available price history since Feb 1, 2017 | 0.83 |
The correlation between CHTTX and CIMDX has been stable across timeframes, ranging from 0.75 to 0.83 - a consistent structural relationship.
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Return for Risk
CHTTX vs. CIMDX — Risk / Return Rank
CHTTX
CIMDX
CHTTX vs. CIMDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG River Road Mid Cap Value Fund (CHTTX) and Clarkston Founders Fund (CIMDX). 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.
| CHTTX | CIMDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.63 | ||
| Sortino ratioReturn per unit of downside risk | -0.91 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.10 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | -0.12 | 0.82 | -0.94 |
| Martin ratioReturn relative to average drawdown | -0.21 | 1.95 | -2.16 |
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Drawdowns
CHTTX vs. CIMDX - Drawdown Comparison
The maximum CHTTX drawdown since its inception was -58.30%, which is greater than CIMDX's maximum drawdown of -31.86%. Use the drawdown chart below to compare losses from any high point for CHTTX and CIMDX.
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Drawdown Indicators
| CHTTX | CIMDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.30% | -31.86% | -26.44% |
Max Drawdown (1Y)Largest decline over 1 year | -17.80% | -11.83% | -5.97% |
Max Drawdown (3Y)Largest decline over 3 years | -17.80% | -14.82% | -2.98% |
Max Drawdown (5Y)Largest decline over 5 years | -20.38% | -15.58% | -4.80% |
Max Drawdown (10Y)Largest decline over 10 years | -42.58% | — | — |
Current DrawdownCurrent decline from peak | -9.64% | -4.61% | -5.03% |
Average DrawdownAverage peak-to-trough decline | -7.82% | -5.89% | -1.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.38% | 4.97% | +5.41% |
Volatility
CHTTX vs. CIMDX - Volatility Comparison
The current volatility for AMG River Road Mid Cap Value Fund (CHTTX) is 4.72%, while Clarkston Founders Fund (CIMDX) has a volatility of 9.88%. This indicates that CHTTX experiences smaller price fluctuations and is considered to be less risky than CIMDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHTTX | CIMDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.72% | 9.88% | -5.16% |
Volatility (6M)Calculated over the trailing 6-month period | 9.82% | 15.91% | -6.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.03% | 18.84% | +0.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.57% | 16.65% | +1.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.31% | 17.75% | +2.56% |
CHTTX vs. CIMDX - Expense Ratio Comparison
CHTTX has a 1.10% expense ratio, which is higher than CIMDX's 0.95% expense ratio.
Dividends
CHTTX vs. CIMDX - Dividend Comparison
CHTTX has not paid dividends to shareholders, while CIMDX's dividend yield for the trailing twelve months is around 3.13%.
| Position | 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% | 105.09% | 5.66% | 13.63% | 8.79% | 6.59% | 4.51% | 5.97% |
CIMDX Clarkston Founders Fund | 3.13% | 3.24% | 0.45% | 1.62% | 6.38% | 0.44% | 0.91% | 3.32% | 2.27% | 0.41% | 0.00% | 0.00% |
Frequently Asked Questions
CHTTX and CIMDX have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CIMDX has higher volatility (9.88%) compared to CHTTX (4.72%). In terms of maximum drawdown, CHTTX dropped -58.30% vs CIMDX's -31.86%.
CIMDX currently has the higher Sharpe Ratio (0.52 vs -0.12), 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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