SSEIX vs. CHTTX
SSEIX (SouthernSun U.S. Equity) and CHTTX (AMG River Road Mid Cap Value Fund) are both mutual funds - SSEIX is a Mid Cap Blend Equities fund managed by AMG, while CHTTX is a Mid Cap Value Equities fund managed by AMG. Over the past 10 years, SSEIX returned 8.43%/yr vs 8.43%/yr for CHTTX. Their correlation of 0.88 means they have usually moved in the same direction. SSEIX charges 1.09%/yr vs 1.10%/yr for CHTTX.
Performance
SSEIX vs. CHTTX - Performance Comparison
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Returns By Period
In the year-to-date period, SSEIX achieves a 13.91% return, which is significantly higher than CHTTX's 5.34% return. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: SSEIX at 8.43% and CHTTX at 8.43%.
SSEIX
- 1D
- -0.14%
- 1M
- -1.87%
- 6M
- 5.43%
- YTD
- 13.91%
- 1Y
- 13.40%
- 3Y*
- 6.82%
- 5Y*
- 7.68%
- 10Y*
- 8.43%
- ALL TIME*
- 9.04%
CHTTX
- 1D
- -0.71%
- 1M
- 0.43%
- 6M
- 3.52%
- YTD
- 5.34%
- 1Y
- -0.71%
- 3Y*
- 7.67%
- 5Y*
- 7.58%
- 10Y*
- 8.43%
- ALL TIME*
- 10.83%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
SSEIX vs. CHTTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSEIX SouthernSun U.S. Equity | 13.91% | 4.06% | 5.40% | 18.85% | -4.63% | 22.75% | 13.36% | 31.61% | -23.12% | 10.67% |
CHTTX AMG River Road Mid Cap Value Fund | 5.34% | -1.64% | 13.52% | 22.65% | -8.48% | 27.04% | 3.83% | 23.39% | -18.57% | 11.51% |
Correlation
The correlation between SSEIX and CHTTX is 0.72, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.72 |
Correlation (3Y) Balances recent behavior with more history. | 0.81 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.86 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Apr 11, 2012 | 0.88 |
The correlation between SSEIX and CHTTX shifts across timeframes, from 0.72 (1 year) to 0.88 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
SSEIX vs. CHTTX — Risk / Return Rank
SSEIX
CHTTX
SSEIX vs. CHTTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SouthernSun U.S. Equity (SSEIX) and AMG River Road Mid Cap Value Fund (CHTTX). 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.
| SSEIX | CHTTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.77 | ||
| Sortino ratioReturn per unit of downside risk | +1.10 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 0.99 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 0.94 | -0.15 | +1.08 |
| Martin ratioReturn relative to average drawdown | 2.34 | -0.25 | +2.59 |
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Drawdowns
SSEIX vs. CHTTX - Drawdown Comparison
The maximum SSEIX drawdown since its inception was -48.45%, smaller than the maximum CHTTX drawdown of -58.30%. Use the drawdown chart below to compare losses from any high point for SSEIX and CHTTX.
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Drawdown Indicators
| SSEIX | CHTTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.45% | -58.30% | +9.85% |
Max Drawdown (1Y)Largest decline over 1 year | -12.91% | -17.80% | +4.89% |
Max Drawdown (3Y)Largest decline over 3 years | -27.10% | -17.80% | -9.30% |
Max Drawdown (5Y)Largest decline over 5 years | -27.10% | -20.38% | -6.72% |
Max Drawdown (10Y)Largest decline over 10 years | -48.45% | -42.58% | -5.87% |
Current DrawdownCurrent decline from peak | -3.28% | -9.25% | +5.97% |
Average DrawdownAverage peak-to-trough decline | -7.45% | -7.82% | +0.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.16% | 10.36% | -5.20% |
Volatility
SSEIX vs. CHTTX - Volatility Comparison
The current volatility for SouthernSun U.S. Equity (SSEIX) is 4.15%, while AMG River Road Mid Cap Value Fund (CHTTX) has a volatility of 4.73%. This indicates that SSEIX experiences smaller price fluctuations and is considered to be less risky than CHTTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSEIX | CHTTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.15% | 4.73% | -0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 13.39% | 9.81% | +3.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.18% | 19.06% | +0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.46% | 18.57% | +1.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.62% | 20.31% | +2.31% |
SSEIX vs. CHTTX - Expense Ratio Comparison
SSEIX has a 1.09% expense ratio, which is lower than CHTTX's 1.10% expense ratio.
Dividends
SSEIX vs. CHTTX - Dividend Comparison
SSEIX's dividend yield for the trailing twelve months is around 6.35%, while CHTTX has not paid dividends to shareholders.
| 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% |
SSEIX SouthernSun U.S. Equity | 6.35% | 7.24% | 12.10% | 12.31% | 19.39% | 14.36% | 0.62% | 1.15% | 7.94% | 0.33% | 0.38% | 5.00% |
Frequently Asked Questions
SSEIX and CHTTX have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CHTTX has higher volatility (4.73%) compared to SSEIX (4.15%). In terms of maximum drawdown, SSEIX dropped -48.45% vs CHTTX's -58.30%.
SSEIX currently has the higher Sharpe Ratio (0.63 vs -0.14), 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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