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 9.40%/yr vs 9.64%/yr for ARSVX. Their correlation of 0.87 means they have usually moved in the same direction. 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 16.91% return, which is significantly higher than ARSVX's 9.41% return. Both investments have delivered pretty close results over the past 10 years, with SSSFX having a 9.40% annualized return and ARSVX not far ahead at 9.64%.
SSSFX
- 1D
- 0.25%
- 1M
- 1.65%
- 6M
- 7.90%
- YTD
- 16.91%
- 1Y
- 25.37%
- 3Y*
- 6.62%
- 5Y*
- 7.63%
- 10Y*
- 9.40%
- ALL TIME*
- 9.57%
ARSVX
- 1D
- -1.26%
- 1M
- 1.88%
- 6M
- 7.91%
- YTD
- 9.41%
- 1Y
- 2.62%
- 3Y*
- 6.77%
- 5Y*
- 5.53%
- 10Y*
- 9.64%
- ALL TIME*
- 8.23%
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 |
SSSFX vs. ARSVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSSFX SouthernSun Small Cap | 16.91% | 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 | 9.41% | -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 0.76, 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. | 0.76 |
Correlation (3Y) Balances recent behavior with more history. | 0.81 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.85 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.86 |
Correlation (All Time) Calculated using the full available price history since Jun 29, 2005 | 0.87 |
The correlation between SSSFX and ARSVX shifts across timeframes, from 0.76 (1 year) to 0.87 (all time), reflecting how their relationship changes across market environments.
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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 | +1.12 | ||
| Sortino ratioReturn per unit of downside risk | +1.64 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.02 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.57 | 0.00 | +1.57 |
| Martin ratioReturn relative to average drawdown | 4.09 | 0.01 | +4.08 |
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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 | -2.15% | -4.76% | +2.61% |
Average DrawdownAverage peak-to-trough decline | -10.85% | -8.67% | -2.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.53% | 8.52% | -2.99% |
Volatility
SSSFX vs. ARSVX - Volatility Comparison
SouthernSun Small Cap (SSSFX) has a higher volatility of 4.78% compared to AMG River Road Small Cap Value Fund (ARSVX) at 3.91%. 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 | 4.78% | 3.91% | +0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 14.22% | 9.19% | +5.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.16% | 17.04% | +3.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.49% | 17.81% | +4.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.28% | 19.31% | +3.97% |
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 4.31%, 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 | 4.31% | 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 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SSSFX has higher volatility (4.78%) compared to ARSVX (3.91%). In terms of maximum drawdown, SSSFX dropped -65.85% vs ARSVX's -54.85%.
SSSFX currently has the higher Sharpe Ratio (1.12 vs 0.00), 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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