YASLX vs. CHTTX
YASLX (AMG Yacktman Special Opportunities Fund) and CHTTX (AMG River Road Mid Cap Value Fund) are both mutual funds - YASLX is a Foreign Small & Mid Cap Equities fund managed by AMG, while CHTTX is a Mid Cap Value Equities fund managed by AMG. Over the past 10 years, YASLX returned 11.33%/yr vs 8.75%/yr for CHTTX. A 0.60 correlation means they provide meaningful diversification when combined. YASLX charges 1.86%/yr vs 1.10%/yr for CHTTX.
Performance
YASLX vs. CHTTX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, YASLX achieves a 14.10% return, which is significantly higher than CHTTX's -0.10% return. Over the past 10 years, YASLX has outperformed CHTTX with an annualized return of 11.33%, while CHTTX has yielded a comparatively lower 8.75% annualized return.
YASLX
- 1D
- 0.08%
- 1M
- -1.75%
- YTD
- 14.10%
- 6M
- 15.27%
- 1Y
- 14.00%
- 3Y*
- 11.68%
- 5Y*
- 3.90%
- 10Y*
- 11.33%
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%
YASLX vs. CHTTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
YASLX AMG Yacktman Special Opportunities Fund | 14.10% | 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 | -0.10% | -1.64% | 13.52% | 22.65% | -8.48% | 27.04% | 3.83% | 23.39% | -18.57% | 11.51% |
Correlation
The correlation between YASLX and CHTTX is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.52 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.61 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.60 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2015 | 0.60 |
The correlation between YASLX and CHTTX shifts across timeframes, from 0.47 (1 year) to 0.61 (5 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
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.
| YASLX | CHTTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.46 | ||
| Sortino ratioReturn per unit of downside risk | +1.87 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 0.99 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 1.41 | -0.18 | +1.59 |
| Martin ratioReturn relative to average drawdown | 4.03 | -0.33 | +4.36 |
Loading charts...
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 charts...
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 (3Y)Largest decline over 3 years | -16.65% | -17.80% | +1.15% |
Max Drawdown (5Y)Largest decline over 5 years | -27.74% | -20.38% | -7.36% |
Max Drawdown (10Y)Largest decline over 10 years | -38.91% | -42.58% | +3.67% |
Current DrawdownCurrent decline from peak | -3.13% | -13.94% | +10.81% |
Average DrawdownAverage peak-to-trough decline | -8.19% | -7.81% | -0.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.56% | 9.71% | -6.15% |
Volatility
YASLX vs. CHTTX - Volatility Comparison
The current volatility for AMG Yacktman Special Opportunities Fund (YASLX) is 3.13%, while AMG River Road Mid Cap Value Fund (CHTTX) has a volatility of 3.35%. This indicates that YASLX 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.
Loading charts...
Volatility by Period
| YASLX | CHTTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.13% | 3.35% | -0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 8.75% | 16.53% | -7.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.14% | 19.04% | -7.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.33% | 18.56% | -2.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.03% | 20.48% | -5.45% |
YASLX vs. CHTTX - Expense Ratio Comparison
YASLX has a 1.86% expense ratio, which is higher than CHTTX's 1.10% expense ratio.
Dividends
YASLX vs. CHTTX - Dividend Comparison
Neither YASLX nor CHTTX has 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% |
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% |
Frequently Asked Questions
YASLX and CHTTX have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CHTTX has higher volatility (3.35%) compared to YASLX (3.13%). In terms of maximum drawdown, YASLX dropped -38.91% vs CHTTX's -58.30%.
YASLX currently has the higher Sharpe Ratio (1.29 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.
Find the right allocation for YASLX and CHTTX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer