MEQFX vs. TANDX
Compare and contrast key facts about AMG River Road Large Cap Value Select Fund (MEQFX) and Castle Tandem Fund (TANDX).
MEQFX is managed by AMG. It was launched on Aug 14, 1992. TANDX is managed by Castle Investment Management. It was launched on Mar 15, 2019.
Performance
MEQFX vs. TANDX - Performance Comparison
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MEQFX vs. TANDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
MEQFX AMG River Road Large Cap Value Select Fund | -4.94% | -2.58% | 24.99% | 19.53% | -9.50% | 43.58% | -4.00% | 13.57% |
TANDX Castle Tandem Fund | -8.57% | 3.67% | 7.66% | 8.42% | -7.87% | 19.03% | 13.39% | 12.57% |
Returns By Period
In the year-to-date period, MEQFX achieves a -4.94% return, which is significantly higher than TANDX's -8.57% return.
MEQFX
- 1D
- 1.30%
- 1M
- -6.65%
- YTD
- -4.94%
- 6M
- -12.14%
- 1Y
- -10.02%
- 3Y*
- 9.93%
- 5Y*
- 10.34%
- 10Y*
- 10.62%
TANDX
- 1D
- 0.78%
- 1M
- -5.39%
- YTD
- -8.57%
- 6M
- -9.06%
- 1Y
- -9.68%
- 3Y*
- 2.69%
- 5Y*
- 3.35%
- 10Y*
- —
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MEQFX vs. TANDX - Expense Ratio Comparison
MEQFX has a 0.64% expense ratio, which is lower than TANDX's 1.59% expense ratio.
Return for Risk
MEQFX vs. TANDX — Risk / Return Rank
MEQFX
TANDX
MEQFX vs. TANDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG River Road Large Cap Value Select Fund (MEQFX) and Castle Tandem Fund (TANDX). 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.
| MEQFX | TANDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.49 | -0.82 | +0.33 |
Sortino ratioReturn per unit of downside risk | -0.52 | -1.08 | +0.56 |
Omega ratioGain probability vs. loss probability | 0.92 | 0.86 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | -0.59 | -0.69 | +0.10 |
Martin ratioReturn relative to average drawdown | -1.55 | -2.00 | +0.46 |
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
| MEQFX | TANDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.49 | -0.82 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.00 | +0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.01 | +0.30 |
Correlation
The correlation between MEQFX and TANDX is 0.75, 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
MEQFX vs. TANDX - Dividend Comparison
MEQFX has not paid dividends to shareholders, while TANDX's dividend yield for the trailing twelve months is around 6.75%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MEQFX AMG River Road Large Cap Value Select Fund | 0.00% | 0.00% | 4.48% | 0.98% | 2.13% | 27.90% | 0.00% | 9.17% | 3.40% | 30.28% | 5.96% | 11.63% |
TANDX Castle Tandem Fund | 6.75% | 6.17% | 3.71% | 2.10% | 1.48% | 4.57% | 0.33% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MEQFX vs. TANDX - Drawdown Comparison
The maximum MEQFX drawdown since its inception was -55.38%, smaller than the maximum TANDX drawdown of -95.17%. Use the drawdown chart below to compare losses from any high point for MEQFX and TANDX.
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Drawdown Indicators
| MEQFX | TANDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.38% | -95.17% | +39.79% |
Max Drawdown (1Y)Largest decline over 1 year | -17.43% | -13.14% | -4.29% |
Max Drawdown (5Y)Largest decline over 5 years | -19.48% | -95.17% | +75.69% |
Max Drawdown (10Y)Largest decline over 10 years | -28.69% | — | — |
Current DrawdownCurrent decline from peak | -16.13% | -95.10% | +78.97% |
Average DrawdownAverage peak-to-trough decline | -12.17% | -18.93% | +6.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.65% | 4.50% | +2.15% |
Volatility
MEQFX vs. TANDX - Volatility Comparison
AMG River Road Large Cap Value Select Fund (MEQFX) has a higher volatility of 3.85% compared to Castle Tandem Fund (TANDX) at 3.19%. This indicates that MEQFX's price experiences larger fluctuations and is considered to be riskier than TANDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MEQFX | TANDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.85% | 3.19% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 15.01% | 7.33% | +7.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.77% | 12.04% | +7.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.45% | 1,010.25% | -992.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.56% | 852.44% | -832.88% |