CHTTX vs. MGFIX
Compare and contrast key facts about AMG River Road Mid Cap Value Fund (CHTTX) and AMG GW&K ESG Bond Fund (MGFIX).
CHTTX is managed by AMG. It was launched on Sep 19, 1994. MGFIX is managed by AMG. It was launched on Jun 1, 1984.
Performance
CHTTX vs. MGFIX - Performance Comparison
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CHTTX vs. MGFIX - 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% |
MGFIX AMG GW&K ESG Bond Fund | -0.84% | 7.26% | 1.50% | 6.69% | -13.17% | -9.68% | 7.34% | 11.11% | -1.82% | 6.78% |
Returns By Period
In the year-to-date period, CHTTX achieves a -2.77% return, which is significantly lower than MGFIX's -0.84% return. Over the past 10 years, CHTTX has underperformed MGFIX with an annualized return of 0.25%, while MGFIX has yielded a comparatively higher 1.44% 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%
MGFIX
- 1D
- 0.32%
- 1M
- -2.11%
- YTD
- -0.84%
- 6M
- -0.19%
- 1Y
- 3.44%
- 3Y*
- 3.65%
- 5Y*
- -0.10%
- 10Y*
- 1.44%
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CHTTX vs. MGFIX - Expense Ratio Comparison
CHTTX has a 1.10% expense ratio, which is higher than MGFIX's 0.68% expense ratio.
Return for Risk
CHTTX vs. MGFIX — Risk / Return Rank
CHTTX
MGFIX
CHTTX vs. MGFIX - 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 GW&K ESG Bond Fund (MGFIX). 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 | MGFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.13 | 0.92 | -1.05 |
Sortino ratioReturn per unit of downside risk | -0.03 | 1.28 | -1.31 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.16 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | -0.24 | 1.36 | -1.60 |
Martin ratioReturn relative to average drawdown | -0.58 | 4.94 | -5.52 |
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 | MGFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.13 | 0.92 | -1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | -0.02 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.01 | 0.28 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.85 | -0.49 |
Correlation
The correlation between CHTTX and MGFIX is 0.00, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CHTTX vs. MGFIX - Dividend Comparison
CHTTX has not paid dividends to shareholders, while MGFIX's dividend yield for the trailing twelve months is around 3.65%.
| 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% |
MGFIX AMG GW&K ESG Bond Fund | 3.65% | 3.85% | 3.56% | 2.94% | 2.41% | 2.21% | 3.38% | 4.20% | 3.89% | 3.81% | 4.96% | 4.17% |
Drawdowns
CHTTX vs. MGFIX - Drawdown Comparison
The maximum CHTTX drawdown since its inception was -58.30%, which is greater than MGFIX's maximum drawdown of -25.03%. Use the drawdown chart below to compare losses from any high point for CHTTX and MGFIX.
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Drawdown Indicators
| CHTTX | MGFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.30% | -25.03% | -33.27% |
Max Drawdown (1Y)Largest decline over 1 year | -17.80% | -3.27% | -14.53% |
Max Drawdown (5Y)Largest decline over 5 years | -20.38% | -19.68% | -0.70% |
Max Drawdown (10Y)Largest decline over 10 years | -57.94% | -25.03% | -32.91% |
Current DrawdownCurrent decline from peak | -36.17% | -9.67% | -26.50% |
Average DrawdownAverage peak-to-trough decline | -13.81% | -4.79% | -9.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.31% | 0.90% | +6.41% |
Volatility
CHTTX vs. MGFIX - Volatility Comparison
AMG River Road Mid Cap Value Fund (CHTTX) has a higher volatility of 3.71% compared to AMG GW&K ESG Bond Fund (MGFIX) at 1.69%. This indicates that CHTTX's price experiences larger fluctuations and is considered to be riskier than MGFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHTTX | MGFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.71% | 1.69% | +2.02% |
Volatility (6M)Calculated over the trailing 6-month period | 17.00% | 2.51% | +14.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.15% | 4.15% | +18.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.57% | 5.74% | +12.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.01% | 5.23% | +21.78% |