SSSFX vs. ARSVX
SSSFX (SouthernSun Small Cap) and ARSVX (AMG River Road Small Cap Value Fund) are both mutual funds - SSSFX is a Small Cap Blend Equities fund managed by AMG, while ARSVX is a Small Cap Value Equities fund managed by AMG. Over the past 10 years, SSSFX returned 9.79%/yr vs 9.40%/yr for ARSVX. Their correlation of 0.87 suggests significant overlap in exposure. SSSFX charges 1.30%/yr vs 1.35%/yr for ARSVX.
Performance
SSSFX vs. ARSVX - Performance Comparison
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Returns By Period
In the year-to-date period, SSSFX achieves a 13.44% return, which is significantly higher than ARSVX's 3.07% return. Both investments have delivered pretty close results over the past 10 years, with SSSFX having a 9.79% annualized return and ARSVX not far behind at 9.40%.
SSSFX
- 1D
- -0.25%
- 1M
- 3.78%
- YTD
- 13.44%
- 6M
- 11.45%
- 1Y
- 23.37%
- 3Y*
- 9.29%
- 5Y*
- 7.62%
- 10Y*
- 9.79%
ARSVX
- 1D
- -0.20%
- 1M
- 3.00%
- YTD
- 3.07%
- 6M
- 1.86%
- 1Y
- -2.83%
- 3Y*
- 7.00%
- 5Y*
- 4.14%
- 10Y*
- 9.40%
SSSFX vs. ARSVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSSFX SouthernSun Small Cap | 13.44% | 4.72% | 3.46% | 12.52% | -1.86% | 21.87% | 14.08% | 35.45% | -24.32% | 18.03% |
ARSVX AMG River Road Small Cap Value Fund | 3.07% | -7.36% | 14.05% | 14.86% | -6.49% | 21.14% | 1.84% | 38.29% | -6.96% | 11.73% |
Correlation
The correlation between SSSFX and ARSVX is 0.80, 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 | 0.80 |
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 | 0.86 |
Correlation (All Time) Calculated using the full available price history since Jun 29, 2005 | 0.87 |
The correlation between SSSFX and ARSVX has been stable across timeframes, ranging from 0.80 to 0.87 - a consistent structural relationship.
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Return for Risk
SSSFX vs. ARSVX — Risk / Return Rank
SSSFX
ARSVX
SSSFX vs. ARSVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SouthernSun Small Cap (SSSFX) and AMG River Road Small Cap Value Fund (ARSVX). 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.
| SSSFX | ARSVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.32 | ||
| Sortino ratioReturn per unit of downside risk | +1.89 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.00 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.72 | -0.10 | +1.82 |
| Martin ratioReturn relative to average drawdown | 4.48 | -0.20 | +4.68 |
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Drawdowns
SSSFX vs. ARSVX - Drawdown Comparison
The maximum SSSFX drawdown since its inception was -65.85%, which is greater than ARSVX's maximum drawdown of -54.85%. Use the drawdown chart below to compare losses from any high point for SSSFX and ARSVX.
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Drawdown Indicators
| SSSFX | ARSVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.85% | -54.85% | -11.00% |
Max Drawdown (1Y)Largest decline over 1 year | -14.39% | -16.62% | +2.23% |
Max Drawdown (3Y)Largest decline over 3 years | -32.76% | -19.21% | -13.55% |
Max Drawdown (5Y)Largest decline over 5 years | -32.76% | -19.21% | -13.55% |
Max Drawdown (10Y)Largest decline over 10 years | -45.20% | -40.52% | -4.68% |
Current DrawdownCurrent decline from peak | -4.19% | -10.28% | +6.09% |
Average DrawdownAverage peak-to-trough decline | -10.89% | -8.68% | -2.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.50% | 8.38% | -2.88% |
Volatility
SSSFX vs. ARSVX - Volatility Comparison
SouthernSun Small Cap (SSSFX) has a higher volatility of 5.37% compared to AMG River Road Small Cap Value Fund (ARSVX) at 3.22%. This indicates that SSSFX's price experiences larger fluctuations and is considered to be riskier than ARSVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSSFX | ARSVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.37% | 3.22% | +2.15% |
Volatility (6M)Calculated over the trailing 6-month period | 14.57% | 13.85% | +0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.33% | 17.14% | +3.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.53% | 17.85% | +4.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.35% | 19.36% | +3.99% |
SSSFX vs. ARSVX - Expense Ratio Comparison
SSSFX has a 1.30% expense ratio, which is lower than ARSVX's 1.35% expense ratio.
Dividends
SSSFX vs. ARSVX - Dividend Comparison
SSSFX's dividend yield for the trailing twelve months is around 4.44%, while ARSVX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARSVX AMG River Road Small Cap Value Fund | 0.00% | 0.00% | 8.50% | 4.78% | 3.87% | 7.75% | 0.00% | 12.10% | 13.01% | 14.96% | 4.96% | 6.51% |
SSSFX SouthernSun Small Cap | 4.44% | 5.04% | 13.93% | 13.87% | 9.40% | 11.51% | 0.23% | 5.29% | 4.77% | 0.00% | 0.00% | 12.69% |
Frequently Asked Questions
SSSFX and ARSVX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SSSFX has higher volatility (5.37%) compared to ARSVX (3.22%). In terms of maximum drawdown, SSSFX dropped -65.85% vs ARSVX's -54.85%.
SSSFX currently has the higher Sharpe Ratio (1.22 vs -0.10), 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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