CHTTX vs. YASLX
Compare and contrast key facts about AMG River Road Mid Cap Value Fund (CHTTX) and AMG Yacktman Special Opportunities Fund (YASLX).
CHTTX is managed by AMG. It was launched on Sep 19, 1994. YASLX is managed by AMG. It was launched on Jun 29, 2014.
Performance
CHTTX vs. YASLX - Performance Comparison
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CHTTX vs. YASLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CHTTX AMG River Road Mid Cap Value Fund | -4.28% | -1.64% | 13.52% | 22.65% | -8.48% | -39.52% | 3.83% | 23.39% | -18.57% | 11.51% |
YASLX AMG Yacktman Special Opportunities Fund | 7.56% | 6.27% | 11.23% | 3.65% | -13.59% | 24.45% | 12.82% | 17.07% | -10.15% | 34.85% |
Returns By Period
In the year-to-date period, CHTTX achieves a -4.28% return, which is significantly lower than YASLX's 7.56% return. Over the past 10 years, CHTTX has underperformed YASLX with an annualized return of 0.09%, while YASLX has yielded a comparatively higher 10.68% annualized return.
CHTTX
- 1D
- 0.32%
- 1M
- -7.99%
- YTD
- -4.28%
- 6M
- -11.59%
- 1Y
- -4.43%
- 3Y*
- 7.90%
- 5Y*
- 7.13%
- 10Y*
- 0.09%
YASLX
- 1D
- -0.17%
- 1M
- -4.89%
- YTD
- 7.56%
- 6M
- 1.74%
- 1Y
- 15.32%
- 3Y*
- 9.73%
- 5Y*
- 4.69%
- 10Y*
- 10.68%
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CHTTX vs. YASLX - Expense Ratio Comparison
CHTTX has a 1.10% expense ratio, which is lower than YASLX's 1.86% expense ratio.
Return for Risk
CHTTX vs. YASLX — Risk / Return Rank
CHTTX
YASLX
CHTTX vs. YASLX - 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 Yacktman Special Opportunities Fund (YASLX). 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 | YASLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.19 | 1.14 | -1.32 |
Sortino ratioReturn per unit of downside risk | -0.10 | 1.48 | -1.58 |
Omega ratioGain probability vs. loss probability | 0.98 | 1.23 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | -0.32 | 1.40 | -1.73 |
Martin ratioReturn relative to average drawdown | -0.79 | 3.78 | -4.57 |
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 | YASLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.19 | 1.14 | -1.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.29 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.00 | 0.72 | -0.71 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.57 | -0.22 |
Correlation
The correlation between CHTTX and YASLX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
CHTTX vs. YASLX - Dividend Comparison
Neither CHTTX nor YASLX has paid dividends to shareholders.
| 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% |
YASLX AMG Yacktman Special Opportunities Fund | 0.00% | 0.00% | 15.82% | 8.97% | 0.94% | 3.85% | 2.62% | 12.95% | 9.89% | 4.86% | 3.28% | 4.59% |
Drawdowns
CHTTX vs. YASLX - Drawdown Comparison
The maximum CHTTX drawdown since its inception was -58.30%, which is greater than YASLX's maximum drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for CHTTX and YASLX.
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Drawdown Indicators
| CHTTX | YASLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.30% | -38.91% | -19.39% |
Max Drawdown (1Y)Largest decline over 1 year | -17.80% | -10.18% | -7.62% |
Max Drawdown (5Y)Largest decline over 5 years | -20.38% | -27.74% | +7.36% |
Max Drawdown (10Y)Largest decline over 10 years | -57.94% | -38.91% | -19.03% |
Current DrawdownCurrent decline from peak | -37.17% | -4.89% | -32.28% |
Average DrawdownAverage peak-to-trough decline | -13.81% | -8.34% | -5.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.23% | 3.78% | +3.45% |
Volatility
CHTTX vs. YASLX - Volatility Comparison
AMG River Road Mid Cap Value Fund (CHTTX) and AMG Yacktman Special Opportunities Fund (YASLX) have volatilities of 3.15% and 3.18%, 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 | YASLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.15% | 3.18% | -0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 16.96% | 8.66% | +8.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.14% | 12.99% | +9.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.55% | 16.32% | +2.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.00% | 15.00% | +12.00% |