YASLX vs. CHTTX
Compare and contrast key facts about AMG Yacktman Special Opportunities Fund (YASLX) and AMG River Road Mid Cap Value Fund (CHTTX).
YASLX is managed by AMG. It was launched on Jun 29, 2014. CHTTX is managed by AMG. It was launched on Sep 19, 1994.
Performance
YASLX vs. CHTTX - Performance Comparison
Loading graphics...
YASLX vs. CHTTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
YASLX AMG Yacktman Special Opportunities Fund | 7.56% | 6.27% | 11.23% | 3.65% | -13.59% | 24.45% | 12.82% | 17.07% | -10.15% | 34.85% |
CHTTX AMG River Road Mid Cap Value Fund | -4.28% | -1.64% | 13.52% | 22.65% | -8.48% | -39.52% | 3.83% | 23.39% | -18.57% | 11.51% |
Returns By Period
In the year-to-date period, YASLX achieves a 7.56% return, which is significantly higher than CHTTX's -4.28% return. Over the past 10 years, YASLX has outperformed CHTTX with an annualized return of 10.68%, while CHTTX has yielded a comparatively lower 0.09% annualized return.
YASLX
- 1D
- -0.17%
- 1M
- -4.89%
- YTD
- 7.56%
- 6M
- 1.74%
- 1Y
- 15.32%
- 3Y*
- 9.73%
- 5Y*
- 4.69%
- 10Y*
- 10.68%
CHTTX
- 1D
- 0.32%
- 1M
- -7.99%
- YTD
- -4.28%
- 6M
- -11.59%
- 1Y
- -4.43%
- 3Y*
- 7.90%
- 5Y*
- 7.13%
- 10Y*
- 0.09%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
YASLX vs. CHTTX - Expense Ratio Comparison
YASLX has a 1.86% expense ratio, which is higher than CHTTX's 1.10% expense ratio.
Return for Risk
YASLX vs. CHTTX — Risk / Return Rank
YASLX
CHTTX
YASLX vs. CHTTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Special Opportunities Fund (YASLX) 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.
| YASLX | CHTTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | -0.19 | +1.32 |
Sortino ratioReturn per unit of downside risk | 1.48 | -0.10 | +1.58 |
Omega ratioGain probability vs. loss probability | 1.23 | 0.98 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | -0.32 | +1.73 |
Martin ratioReturn relative to average drawdown | 3.78 | -0.79 | +4.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| YASLX | CHTTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | -0.19 | +1.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.39 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.00 | +0.71 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.35 | +0.22 |
Correlation
The correlation between YASLX and CHTTX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
YASLX vs. CHTTX - Dividend Comparison
Neither YASLX nor CHTTX has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YASLX AMG Yacktman Special Opportunities Fund | 0.00% | 0.00% | 15.82% | 8.97% | 0.94% | 3.85% | 2.62% | 12.95% | 9.89% | 4.86% | 3.28% | 4.59% |
CHTTX AMG River Road Mid Cap Value Fund | 0.00% | 0.00% | 14.37% | 0.40% | 9.34% | 3.22% | 5.66% | 13.63% | 8.79% | 6.59% | 4.51% | 5.97% |
Drawdowns
YASLX vs. CHTTX - Drawdown Comparison
The maximum YASLX drawdown since its inception was -38.91%, smaller than the maximum CHTTX drawdown of -58.30%. Use the drawdown chart below to compare losses from any high point for YASLX and CHTTX.
Loading graphics...
Drawdown Indicators
| YASLX | CHTTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.91% | -58.30% | +19.39% |
Max Drawdown (1Y)Largest decline over 1 year | -10.18% | -17.80% | +7.62% |
Max Drawdown (5Y)Largest decline over 5 years | -27.74% | -20.38% | -7.36% |
Max Drawdown (10Y)Largest decline over 10 years | -38.91% | -57.94% | +19.03% |
Current DrawdownCurrent decline from peak | -4.89% | -37.17% | +32.28% |
Average DrawdownAverage peak-to-trough decline | -8.34% | -13.81% | +5.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.78% | 7.23% | -3.45% |
Volatility
YASLX vs. CHTTX - Volatility Comparison
AMG Yacktman Special Opportunities Fund (YASLX) and AMG River Road Mid Cap Value Fund (CHTTX) have volatilities of 3.18% and 3.15%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| YASLX | CHTTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.18% | 3.15% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 8.66% | 16.96% | -8.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.99% | 22.14% | -9.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.32% | 18.55% | -2.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.00% | 27.00% | -12.00% |