CHTTX vs. SMVTX
CHTTX (AMG River Road Mid Cap Value Fund) and SMVTX (Virtus Ceredex Mid-Cap Value Equity Fund) are both Mid Cap Value Equities funds. Over the past 10 years, CHTTX returned 8.97%/yr vs 12.81%/yr for SMVTX. Their correlation of 0.89 suggests significant overlap in exposure. CHTTX charges 1.10%/yr vs 0.99%/yr for SMVTX.
Performance
CHTTX vs. SMVTX - Performance Comparison
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Returns By Period
In the year-to-date period, CHTTX achieves a 1.97% return, which is significantly lower than SMVTX's 23.44% return. Over the past 10 years, CHTTX has underperformed SMVTX with an annualized return of 8.97%, while SMVTX has yielded a comparatively higher 12.81% annualized return.
CHTTX
- 1D
- 1.45%
- 1M
- 2.90%
- YTD
- 1.97%
- 6M
- -0.00%
- 1Y
- -1.99%
- 3Y*
- 9.57%
- 5Y*
- 6.93%
- 10Y*
- 8.97%
SMVTX
- 1D
- 0.00%
- 1M
- 1.35%
- YTD
- 23.44%
- 6M
- 21.33%
- 1Y
- 43.61%
- 3Y*
- 24.18%
- 5Y*
- 12.09%
- 10Y*
- 12.81%
CHTTX vs. SMVTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CHTTX AMG River Road Mid Cap Value Fund | 1.97% | -1.64% | 13.52% | 22.65% | -8.48% | 27.04% | 3.83% | 23.39% | -18.57% | 11.51% |
SMVTX Virtus Ceredex Mid-Cap Value Equity Fund | 23.44% | 17.58% | 18.93% | 10.94% | -13.89% | 29.15% | -1.19% | 33.14% | -8.01% | 11.69% |
Correlation
The correlation between CHTTX and SMVTX is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.65 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.78 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.85 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2002 | 0.89 |
Over the past year, the correlation between CHTTX and SMVTX has dropped to 0.65 - well below their long-term average of 0.89, suggesting their price drivers have been diverging.
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Return for Risk
CHTTX vs. SMVTX — Risk / Return Rank
CHTTX
SMVTX
CHTTX vs. SMVTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG River Road Mid Cap Value Fund (CHTTX) and Virtus Ceredex Mid-Cap Value Equity Fund (SMVTX). 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 | SMVTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.84 | ||
| Sortino ratioReturn per unit of downside risk | -3.71 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.46 | -0.47 |
| Calmar ratioReturn relative to maximum drawdown | -0.17 | 5.99 | -6.16 |
| Martin ratioReturn relative to average drawdown | -0.31 | 21.68 | -21.99 |
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Drawdowns
CHTTX vs. SMVTX - Drawdown Comparison
The maximum CHTTX drawdown since its inception was -58.30%, which is greater than SMVTX's maximum drawdown of -54.72%. Use the drawdown chart below to compare losses from any high point for CHTTX and SMVTX.
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Drawdown Indicators
| CHTTX | SMVTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.30% | -54.72% | -3.58% |
Max Drawdown (1Y)Largest decline over 1 year | -17.80% | -7.17% | -10.63% |
Max Drawdown (3Y)Largest decline over 3 years | -17.80% | -24.75% | +6.95% |
Max Drawdown (5Y)Largest decline over 5 years | -20.38% | -25.44% | +5.06% |
Max Drawdown (10Y)Largest decline over 10 years | -42.58% | -45.45% | +2.87% |
Current DrawdownCurrent decline from peak | -12.16% | -1.36% | -10.80% |
Average DrawdownAverage peak-to-trough decline | -7.81% | -8.21% | +0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.78% | 1.98% | +7.80% |
Volatility
CHTTX vs. SMVTX - Volatility Comparison
The current volatility for AMG River Road Mid Cap Value Fund (CHTTX) is 3.65%, while Virtus Ceredex Mid-Cap Value Equity Fund (SMVTX) has a volatility of 6.24%. This indicates that CHTTX experiences smaller price fluctuations and is considered to be less risky than SMVTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHTTX | SMVTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.65% | 6.24% | -2.59% |
Volatility (6M)Calculated over the trailing 6-month period | 9.75% | 12.70% | -2.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.04% | 16.07% | +2.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.57% | 20.54% | -1.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.39% | 20.64% | -0.25% |
CHTTX vs. SMVTX - Expense Ratio Comparison
CHTTX has a 1.10% expense ratio, which is higher than SMVTX's 0.99% expense ratio.
Dividends
CHTTX vs. SMVTX - Dividend Comparison
CHTTX has not paid dividends to shareholders, while SMVTX's dividend yield for the trailing twelve months is around 14.14%.
| 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% |
SMVTX Virtus Ceredex Mid-Cap Value Equity Fund | 14.14% | 16.44% | 15.96% | 1.16% | 6.75% | 18.53% | 2.52% | 5.82% | 14.47% | 20.86% | 3.61% | 7.05% |
Frequently Asked Questions
CHTTX and SMVTX have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SMVTX has higher volatility (6.24%) compared to CHTTX (3.65%). In terms of maximum drawdown, CHTTX dropped -58.30% vs SMVTX's -54.72%.
SMVTX currently has the higher Sharpe Ratio (2.68 vs -0.16), 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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