HUSIX vs. ARSMX
HUSIX (Huber Small Cap Value Fund) and ARSMX (AMG River Road Small-Mid Cap Value Fund) are both Small Cap Value Equities funds. Over the past 10 years, HUSIX returned 10.10%/yr vs 9.82%/yr for ARSMX. Their correlation of 0.86 suggests significant overlap in exposure. HUSIX charges 1.75%/yr vs 1.27%/yr for ARSMX.
Performance
HUSIX vs. ARSMX - Performance Comparison
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Returns By Period
In the year-to-date period, HUSIX achieves a 12.31% return, which is significantly higher than ARSMX's 2.31% return. Both investments have delivered pretty close results over the past 10 years, with HUSIX having a 10.10% annualized return and ARSMX not far behind at 9.82%.
HUSIX
- 1D
- 0.00%
- 1M
- 1.87%
- YTD
- 12.31%
- 6M
- 11.43%
- 1Y
- 25.09%
- 3Y*
- 13.45%
- 5Y*
- 6.92%
- 10Y*
- 10.10%
ARSMX
- 1D
- -0.41%
- 1M
- 1.99%
- YTD
- 2.31%
- 6M
- 0.93%
- 1Y
- 1.88%
- 3Y*
- 9.21%
- 5Y*
- 4.70%
- 10Y*
- 9.82%
HUSIX vs. ARSMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HUSIX Huber Small Cap Value Fund | 12.31% | 3.28% | 10.17% | 17.86% | -4.92% | 29.50% | -5.34% | 33.99% | -18.73% | 11.74% |
ARSMX AMG River Road Small-Mid Cap Value Fund | 2.31% | -0.83% | 12.42% | 14.48% | -8.62% | 23.41% | 1.71% | 34.82% | -6.44% | 15.26% |
Correlation
The correlation between HUSIX and ARSMX is 0.77, 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 | 0.77 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.82 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.86 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.85 |
Correlation (All Time) Calculated using the full available price history since Jul 2, 2007 | 0.86 |
The correlation between HUSIX and ARSMX has been stable across timeframes, ranging from 0.77 to 0.86 - a consistent structural relationship.
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Return for Risk
HUSIX vs. ARSMX — Risk / Return Rank
HUSIX
ARSMX
HUSIX vs. ARSMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Huber Small Cap Value Fund (HUSIX) and AMG River Road Small-Mid Cap Value Fund (ARSMX). 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.
| HUSIX | ARSMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.20 | ||
| Sortino ratioReturn per unit of downside risk | +1.62 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.05 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 2.56 | 0.31 | +2.25 |
| Martin ratioReturn relative to average drawdown | 6.72 | 0.71 | +6.01 |
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Drawdowns
HUSIX vs. ARSMX - Drawdown Comparison
The maximum HUSIX drawdown since its inception was -69.93%, which is greater than ARSMX's maximum drawdown of -51.75%. Use the drawdown chart below to compare losses from any high point for HUSIX and ARSMX.
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Drawdown Indicators
| HUSIX | ARSMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.93% | -51.75% | -18.18% |
Max Drawdown (1Y)Largest decline over 1 year | -10.03% | -10.37% | +0.34% |
Max Drawdown (3Y)Largest decline over 3 years | -27.31% | -19.34% | -7.97% |
Max Drawdown (5Y)Largest decline over 5 years | -27.31% | -19.34% | -7.97% |
Max Drawdown (10Y)Largest decline over 10 years | -48.37% | -42.96% | -5.41% |
Current DrawdownCurrent decline from peak | -1.89% | -5.36% | +3.47% |
Average DrawdownAverage peak-to-trough decline | -13.23% | -8.10% | -5.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.80% | 4.48% | -0.68% |
Volatility
HUSIX vs. ARSMX - Volatility Comparison
Huber Small Cap Value Fund (HUSIX) has a higher volatility of 5.04% compared to AMG River Road Small-Mid Cap Value Fund (ARSMX) at 3.05%. This indicates that HUSIX's price experiences larger fluctuations and is considered to be riskier than ARSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HUSIX | ARSMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.04% | 3.05% | +1.99% |
Volatility (6M)Calculated over the trailing 6-month period | 12.14% | 10.27% | +1.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.01% | 14.45% | +3.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.31% | 17.76% | +3.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.89% | 19.58% | +4.31% |
HUSIX vs. ARSMX - Expense Ratio Comparison
HUSIX has a 1.75% expense ratio, which is higher than ARSMX's 1.27% expense ratio.
Dividends
HUSIX vs. ARSMX - Dividend Comparison
HUSIX's dividend yield for the trailing twelve months is around 0.96%, while ARSMX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARSMX AMG River Road Small-Mid Cap Value Fund | 0.00% | 0.00% | 9.27% | 3.89% | 4.85% | 5.86% | 0.00% | 3.60% | 8.60% | 15.66% | 8.03% | 17.82% |
HUSIX Huber Small Cap Value Fund | 0.96% | 1.08% | 0.11% | 0.34% | 0.00% | 0.96% | 0.42% | 0.07% | 0.19% | 0.71% | 1.17% | 0.61% |
Frequently Asked Questions
HUSIX and ARSMX have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HUSIX has higher volatility (5.04%) compared to ARSMX (3.05%). In terms of maximum drawdown, HUSIX dropped -69.93% vs ARSMX's -51.75%.
HUSIX currently has the higher Sharpe Ratio (1.43 vs 0.22), 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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