YACKX vs. CHTTX
YACKX (AMG Yacktman Fund) and CHTTX (AMG River Road Mid Cap Value Fund) are both mutual funds - YACKX is a Large Cap Value Equities fund managed by AMG, while CHTTX is a Mid Cap Value Equities fund managed by AMG. Over the past 10 years, YACKX returned 12.24%/yr vs 8.43%/yr for CHTTX. Their 0.75 correlation means they have sometimes moved together and sometimes differently. YACKX charges 0.71%/yr vs 1.10%/yr for CHTTX.
Performance
YACKX vs. CHTTX - Performance Comparison
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Returns By Period
In the year-to-date period, YACKX achieves a 17.47% return, which is significantly higher than CHTTX's 5.34% return. Over the past 10 years, YACKX has outperformed CHTTX with an annualized return of 12.24%, while CHTTX has yielded a comparatively lower 8.43% annualized return.
YACKX
- 1D
- 0.99%
- 1M
- 2.82%
- 6M
- 8.92%
- YTD
- 17.47%
- 1Y
- 31.05%
- 3Y*
- 15.45%
- 5Y*
- 10.58%
- 10Y*
- 12.24%
- ALL TIME*
- 10.82%
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 | |
YACKX AMG Yacktman Fund | $0.00 | $0.00 | $0.00 |
YACKX vs. CHTTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
YACKX AMG Yacktman Fund | 17.47% | 19.64% | 4.83% | 15.46% | -7.50% | 19.66% | 15.25% | 17.71% | 2.79% | 18.25% |
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 YACKX and CHTTX is 0.46, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.46 |
Correlation (3Y) Balances recent behavior with more history. | 0.69 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.80 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.78 |
Correlation (All Time) Calculated using the full available price history since Sep 19, 1994 | 0.75 |
Over the past year, the correlation between YACKX and CHTTX has dropped to 0.46 - well below their long-term average of 0.75, suggesting their price drivers have been diverging.
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Return for Risk
YACKX vs. CHTTX — Risk / Return Rank
YACKX
CHTTX
YACKX vs. CHTTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Fund (YACKX) 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.
| YACKX | CHTTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.59 | ||
| Sortino ratioReturn per unit of downside risk | +3.28 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 0.99 | +0.47 |
| Calmar ratioReturn relative to maximum drawdown | 4.15 | -0.15 | +4.30 |
| Martin ratioReturn relative to average drawdown | 11.43 | -0.25 | +11.67 |
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Drawdowns
YACKX vs. CHTTX - Drawdown Comparison
The maximum YACKX drawdown since its inception was -46.65%, smaller than the maximum CHTTX drawdown of -58.30%. Use the drawdown chart below to compare losses from any high point for YACKX and CHTTX.
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Drawdown Indicators
| YACKX | CHTTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.65% | -58.30% | +11.65% |
Max Drawdown (1Y)Largest decline over 1 year | -6.86% | -17.80% | +10.94% |
Max Drawdown (3Y)Largest decline over 3 years | -13.66% | -17.80% | +4.14% |
Max Drawdown (5Y)Largest decline over 5 years | -19.86% | -20.38% | +0.52% |
Max Drawdown (10Y)Largest decline over 10 years | -30.93% | -42.58% | +11.65% |
Current DrawdownCurrent decline from peak | -2.53% | -9.25% | +6.72% |
Average DrawdownAverage peak-to-trough decline | -5.10% | -7.82% | +2.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 10.36% | -7.87% |
Volatility
YACKX vs. CHTTX - Volatility Comparison
The current volatility for AMG Yacktman Fund (YACKX) is 2.54%, while AMG River Road Mid Cap Value Fund (CHTTX) has a volatility of 4.73%. This indicates that YACKX 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
| YACKX | CHTTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.54% | 4.73% | -2.19% |
Volatility (6M)Calculated over the trailing 6-month period | 9.62% | 9.81% | -0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.62% | 19.06% | -7.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.92% | 18.57% | -5.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.78% | 20.31% | -6.53% |
YACKX vs. CHTTX - Expense Ratio Comparison
YACKX has a 0.71% expense ratio, which is lower than CHTTX's 1.10% expense ratio.
Dividends
YACKX vs. CHTTX - Dividend Comparison
YACKX's dividend yield for the trailing twelve months is around 15.11%, 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% |
YACKX AMG Yacktman Fund | 15.11% | 17.75% | 9.70% | 4.39% | 7.35% | 3.72% | 10.82% | 9.31% | 23.06% | 10.67% | 8.57% | 13.66% |
Frequently Asked Questions
YACKX and CHTTX have a correlation of 0.46, 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 YACKX (2.54%). In terms of maximum drawdown, YACKX dropped -46.65% vs CHTTX's -58.30%.
YACKX currently has the higher Sharpe Ratio (2.45 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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