CHTTX vs. MSSCX
CHTTX (AMG River Road Mid Cap Value Fund) and MSSCX (AMG Frontier Small Cap Growth Fund) are both mutual funds - CHTTX is a Mid Cap Value Equities fund managed by AMG, while MSSCX is a Small Cap Growth Equities fund managed by AMG. Over the past 10 years, CHTTX returned 8.43%/yr vs 15.03%/yr for MSSCX. Their correlation of 0.82 means they have usually moved in the same direction. CHTTX charges 1.10%/yr vs 0.94%/yr for MSSCX.
Performance
CHTTX vs. MSSCX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CHTTX achieves a 5.34% return, which is significantly lower than MSSCX's 13.97% return. Over the past 10 years, CHTTX has underperformed MSSCX with an annualized return of 8.43%, while MSSCX has yielded a comparatively higher 15.03% annualized return.
CHTTX
- 1D
- -0.71%
- 1M
- 0.43%
- 6M
- 3.52%
- YTD
- 5.34%
- 1Y
- -0.71%
- 3Y*
- 7.67%
- 5Y*
- 7.58%
- 10Y*
- 8.43%
- ALL TIME*
- 10.83%
MSSCX
- 1D
- 1.89%
- 1M
- -7.16%
- 6M
- 8.02%
- YTD
- 13.97%
- 1Y
- 25.96%
- 3Y*
- 9.97%
- 5Y*
- 6.08%
- 10Y*
- 15.03%
- ALL TIME*
- 8.78%
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. MSSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CHTTX AMG River Road Mid Cap Value Fund | 5.34% | -1.64% | 13.52% | 22.65% | -8.48% | 27.04% | 3.83% | 23.39% | -18.57% | 11.51% |
MSSCX AMG Frontier Small Cap Growth Fund | 13.97% | 7.63% | 10.88% | 23.41% | -21.47% | 16.33% | 39.13% | 46.03% | 2.22% | 21.23% |
Correlation
The correlation between CHTTX and MSSCX is 0.52, 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. | 0.52 |
Correlation (3Y) Balances recent behavior with more history. | 0.70 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.79 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.78 |
Correlation (All Time) Calculated using the full available price history since Sep 25, 1997 | 0.82 |
Over the past year, the correlation between CHTTX and MSSCX has dropped to 0.52 - well below their long-term average of 0.82, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CHTTX vs. MSSCX — Risk / Return Rank
CHTTX
MSSCX
CHTTX vs. MSSCX - 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 Frontier Small Cap Growth Fund (MSSCX). 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 | MSSCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.97 | ||
| Sortino ratioReturn per unit of downside risk | -1.31 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.16 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | -0.15 | 1.95 | -2.10 |
| Martin ratioReturn relative to average drawdown | -0.25 | 5.48 | -5.73 |
Loading charts...
Drawdowns
CHTTX vs. MSSCX - Drawdown Comparison
The maximum CHTTX drawdown since its inception was -58.30%, smaller than the maximum MSSCX drawdown of -78.46%. Use the drawdown chart below to compare losses from any high point for CHTTX and MSSCX.
Loading charts...
Drawdown Indicators
| CHTTX | MSSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.30% | -78.46% | +20.16% |
Max Drawdown (1Y)Largest decline over 1 year | -17.80% | -11.25% | -6.55% |
Max Drawdown (3Y)Largest decline over 3 years | -17.80% | -33.02% | +15.22% |
Max Drawdown (5Y)Largest decline over 5 years | -20.38% | -33.02% | +12.64% |
Max Drawdown (10Y)Largest decline over 10 years | -42.58% | -46.70% | +4.12% |
Current DrawdownCurrent decline from peak | -9.25% | -9.57% | +0.32% |
Average DrawdownAverage peak-to-trough decline | -7.82% | -28.07% | +20.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.36% | 4.01% | +6.35% |
Volatility
CHTTX vs. MSSCX - Volatility Comparison
The current volatility for AMG River Road Mid Cap Value Fund (CHTTX) is 4.73%, while AMG Frontier Small Cap Growth Fund (MSSCX) has a volatility of 6.49%. This indicates that CHTTX experiences smaller price fluctuations and is considered to be less risky than MSSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| CHTTX | MSSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.73% | 6.49% | -1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 9.81% | 19.25% | -9.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.06% | 26.51% | -7.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.57% | 26.52% | -7.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.31% | 26.54% | -6.23% |
CHTTX vs. MSSCX - Expense Ratio Comparison
CHTTX has a 1.10% expense ratio, which is higher than MSSCX's 0.94% expense ratio.
Dividends
CHTTX vs. MSSCX - Dividend Comparison
Neither CHTTX nor MSSCX has paid dividends to shareholders.
| 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% |
MSSCX AMG Frontier Small Cap Growth Fund | 0.00% | 0.00% | 9.23% | 1.14% | 0.00% | 43.52% | 3.34% | 17.24% | 59.21% | 27.92% | 0.43% | 28.21% |
Frequently Asked Questions
CHTTX and MSSCX have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSSCX has higher volatility (6.49%) compared to CHTTX (4.73%). In terms of maximum drawdown, CHTTX dropped -58.30% vs MSSCX's -78.46%.
MSSCX currently has the higher Sharpe Ratio (0.83 vs -0.14), 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.
Find the right allocation for CHTTX and MSSCX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer