CHTTX vs. NMAVX
Compare and contrast key facts about AMG River Road Mid Cap Value Fund (CHTTX) and Nuance Mid Cap Value Fund (NMAVX).
CHTTX is managed by AMG. It was launched on Sep 19, 1994. NMAVX is managed by Nuance Investments. It was launched on Dec 31, 2013.
Performance
CHTTX vs. NMAVX - Performance Comparison
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CHTTX vs. NMAVX - 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% |
NMAVX Nuance Mid Cap Value Fund | 2.01% | 1.91% | 5.20% | 6.44% | -5.26% | 11.10% | 4.41% | 30.71% | -5.44% | 14.81% |
Returns By Period
In the year-to-date period, CHTTX achieves a -2.77% return, which is significantly lower than NMAVX's 2.01% return. Over the past 10 years, CHTTX has underperformed NMAVX with an annualized return of 0.25%, while NMAVX has yielded a comparatively higher 7.67% 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%
NMAVX
- 1D
- 0.95%
- 1M
- -7.03%
- YTD
- 2.01%
- 6M
- 4.85%
- 1Y
- 10.22%
- 3Y*
- 4.10%
- 5Y*
- 3.00%
- 10Y*
- 7.67%
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CHTTX vs. NMAVX - Expense Ratio Comparison
CHTTX has a 1.10% expense ratio, which is lower than NMAVX's 1.22% expense ratio.
Return for Risk
CHTTX vs. NMAVX — Risk / Return Rank
CHTTX
NMAVX
CHTTX vs. NMAVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG River Road Mid Cap Value Fund (CHTTX) and Nuance Mid Cap Value Fund (NMAVX). 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 | NMAVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.13 | 0.73 | -0.86 |
Sortino ratioReturn per unit of downside risk | -0.03 | 1.17 | -1.19 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.14 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | -0.24 | 1.09 | -1.33 |
Martin ratioReturn relative to average drawdown | -0.58 | 3.40 | -3.98 |
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 | NMAVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.13 | 0.73 | -0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.23 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.01 | 0.51 | -0.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.50 | -0.15 |
Correlation
The correlation between CHTTX and NMAVX is 0.83, 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. NMAVX - Dividend Comparison
CHTTX has not paid dividends to shareholders, while NMAVX's dividend yield for the trailing twelve months is around 0.98%.
| 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% |
NMAVX Nuance Mid Cap Value Fund | 0.98% | 1.00% | 7.55% | 1.78% | 9.05% | 11.98% | 0.61% | 5.91% | 7.16% | 7.05% | 1.83% | 4.24% |
Drawdowns
CHTTX vs. NMAVX - Drawdown Comparison
The maximum CHTTX drawdown since its inception was -58.30%, which is greater than NMAVX's maximum drawdown of -30.93%. Use the drawdown chart below to compare losses from any high point for CHTTX and NMAVX.
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Drawdown Indicators
| CHTTX | NMAVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.30% | -30.93% | -27.37% |
Max Drawdown (1Y)Largest decline over 1 year | -17.80% | -9.80% | -8.00% |
Max Drawdown (5Y)Largest decline over 5 years | -20.38% | -18.40% | -1.98% |
Max Drawdown (10Y)Largest decline over 10 years | -57.94% | -30.93% | -27.01% |
Current DrawdownCurrent decline from peak | -36.17% | -7.84% | -28.33% |
Average DrawdownAverage peak-to-trough decline | -13.81% | -3.77% | -10.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.31% | 3.15% | +4.16% |
Volatility
CHTTX vs. NMAVX - Volatility Comparison
AMG River Road Mid Cap Value Fund (CHTTX) and Nuance Mid Cap Value Fund (NMAVX) have volatilities of 3.71% and 3.80%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHTTX | NMAVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.71% | 3.80% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 17.00% | 7.63% | +9.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.15% | 14.28% | +7.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.57% | 13.21% | +5.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.01% | 15.05% | +11.96% |