SSSFX vs. CHTTX
SSSFX (SouthernSun Small Cap) and CHTTX (AMG River Road Mid Cap Value Fund) are both mutual funds - SSSFX is a Small Cap Blend Equities fund managed by AMG, while CHTTX is a Mid Cap Value Equities fund managed by AMG. Over the past 10 years, SSSFX returned 9.79%/yr vs 8.75%/yr for CHTTX. Their correlation of 0.88 suggests significant overlap in exposure. SSSFX charges 1.30%/yr vs 1.10%/yr for CHTTX.
Performance
SSSFX vs. CHTTX - 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 CHTTX's -0.10% return. Over the past 10 years, SSSFX has outperformed CHTTX with an annualized return of 9.79%, while CHTTX has yielded a comparatively lower 8.75% annualized return.
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%
CHTTX
- 1D
- -0.90%
- 1M
- 1.23%
- YTD
- -0.10%
- 6M
- -1.83%
- 1Y
- -4.16%
- 3Y*
- 8.83%
- 5Y*
- 6.94%
- 10Y*
- 8.75%
SSSFX vs. CHTTX - 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% |
CHTTX AMG River Road Mid Cap Value Fund | -0.10% | -1.64% | 13.52% | 22.65% | -8.48% | 27.04% | 3.83% | 23.39% | -18.57% | 11.51% |
Correlation
The correlation between SSSFX and CHTTX is 0.78, 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 | 0.78 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.81 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.85 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Oct 2, 2003 | 0.88 |
The correlation between SSSFX and CHTTX shifts across timeframes, from 0.78 (1 year) to 0.88 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
SSSFX vs. CHTTX — Risk / Return Rank
SSSFX
CHTTX
SSSFX vs. CHTTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SouthernSun Small Cap (SSSFX) 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.
| SSSFX | CHTTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.39 | ||
| Sortino ratioReturn per unit of downside risk | +1.97 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 0.99 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 1.72 | -0.18 | +1.90 |
| Martin ratioReturn relative to average drawdown | 4.48 | -0.33 | +4.81 |
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Drawdowns
SSSFX vs. CHTTX - Drawdown Comparison
The maximum SSSFX drawdown since its inception was -65.85%, which is greater than CHTTX's maximum drawdown of -58.30%. Use the drawdown chart below to compare losses from any high point for SSSFX and CHTTX.
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Drawdown Indicators
| SSSFX | CHTTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.85% | -58.30% | -7.55% |
Max Drawdown (1Y)Largest decline over 1 year | -14.39% | -17.80% | +3.41% |
Max Drawdown (3Y)Largest decline over 3 years | -32.76% | -17.80% | -14.96% |
Max Drawdown (5Y)Largest decline over 5 years | -32.76% | -20.38% | -12.38% |
Max Drawdown (10Y)Largest decline over 10 years | -45.20% | -42.58% | -2.62% |
Current DrawdownCurrent decline from peak | -4.19% | -13.94% | +9.75% |
Average DrawdownAverage peak-to-trough decline | -10.89% | -7.81% | -3.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.50% | 9.71% | -4.21% |
Volatility
SSSFX vs. CHTTX - Volatility Comparison
SouthernSun Small Cap (SSSFX) has a higher volatility of 5.37% compared to AMG River Road Mid Cap Value Fund (CHTTX) at 3.35%. This indicates that SSSFX's price experiences larger fluctuations and is considered to be riskier 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
| SSSFX | CHTTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.37% | 3.35% | +2.02% |
Volatility (6M)Calculated over the trailing 6-month period | 14.57% | 16.53% | -1.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.33% | 19.04% | +1.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.53% | 18.56% | +3.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.35% | 20.48% | +2.87% |
SSSFX vs. CHTTX - Expense Ratio Comparison
SSSFX has a 1.30% expense ratio, which is higher than CHTTX's 1.10% expense ratio.
Dividends
SSSFX vs. CHTTX - Dividend Comparison
SSSFX's dividend yield for the trailing twelve months is around 4.44%, 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% |
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 CHTTX have a correlation of 0.78, 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 CHTTX (3.35%). In terms of maximum drawdown, SSSFX dropped -65.85% vs CHTTX's -58.30%.
SSSFX currently has the higher Sharpe Ratio (1.22 vs -0.17), 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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