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Archer Focus Fund (AFOCX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US0394914024

CUSIP

039491402

Issuer

Archer

Inception Date

Dec 31, 2019

Min. Investment

$2,500

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

AFOCX has a high expense ratio of 3.29%, indicating above-average management fees.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

Archer Focus Fund (AFOCX) returned -5.85% year-to-date (YTD) and -11.26% over the past 12 months.


AFOCX

YTD

-5.85%

1M

5.01%

6M

-18.71%

1Y

-11.26%

5Y*

6.52%

10Y*

N/A

^GSPC (Benchmark)

YTD

-3.77%

1M

7.44%

6M

-5.60%

1Y

8.37%

5Y*

14.12%

10Y*

10.46%

*Annualized

Monthly Returns

The table below presents the monthly returns of AFOCX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20251.86%-2.04%-3.57%-2.99%0.86%-5.85%
2024-0.74%4.50%6.24%-3.30%6.04%-0.66%2.34%3.28%1.62%-3.19%5.21%-14.68%4.77%
20238.30%-2.58%0.76%-0.46%-3.68%5.12%3.60%-2.72%-3.68%-2.53%6.62%5.61%14.15%
2022-3.34%-0.17%3.83%-4.72%0.75%-10.83%8.72%-3.06%-8.67%9.21%6.23%-9.64%-13.46%
2021-0.91%1.56%4.76%4.46%2.36%0.09%1.18%1.80%-5.41%4.59%-2.63%-1.58%10.17%
2020-2.04%-8.65%-12.69%9.16%5.46%1.37%5.39%7.88%-2.69%-2.49%9.34%2.41%10.13%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AFOCX is 3, meaning it’s performing worse than 97% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of AFOCX is 33
Overall Rank
The Sharpe Ratio Rank of AFOCX is 33
Sharpe Ratio Rank
The Sortino Ratio Rank of AFOCX is 33
Sortino Ratio Rank
The Omega Ratio Rank of AFOCX is 22
Omega Ratio Rank
The Calmar Ratio Rank of AFOCX is 33
Calmar Ratio Rank
The Martin Ratio Rank of AFOCX is 44
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Archer Focus Fund (AFOCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Archer Focus Fund Sharpe ratios as of May 11, 2025 (values are recalculated daily):

  • 1-Year: -0.61
  • 5-Year: 0.38
  • All Time: 0.16

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Archer Focus Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Archer Focus Fund provided a 1.70% dividend yield over the last twelve months, with an annual payout of $0.38 per share.


0.60%0.80%1.00%1.20%1.40%1.60%1.80%$0.00$0.10$0.20$0.30$0.4020202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020
Dividend$0.38$0.38$0.38$0.39$0.20$0.13

Dividend yield

1.70%1.60%1.65%1.90%0.83%0.57%

Monthly Dividends

The table displays the monthly dividend distributions for Archer Focus Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.38$0.38
2023$0.00$0.00$0.07$0.00$0.00$0.11$0.00$0.00$0.09$0.00$0.00$0.11$0.38
2022$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.11$0.00$0.00$0.12$0.39
2021$0.00$0.00$0.00$0.00$0.00$0.07$0.00$0.00$0.06$0.00$0.00$0.07$0.20
2020$0.06$0.00$0.00$0.04$0.00$0.00$0.01$0.00$0.00$0.02$0.13

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Archer Focus Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Archer Focus Fund was 34.03%, occurring on Mar 23, 2020. Recovery took 108 trading sessions.

The current Archer Focus Fund drawdown is 19.67%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-34.03%Jan 21, 202044Mar 23, 2020108Aug 25, 2020152
-26.72%Dec 2, 202487Apr 8, 2025
-24.25%Dec 30, 2021190Sep 30, 2022401May 7, 2024591
-8.36%Sep 3, 202014Sep 23, 202032Nov 6, 202046
-5.9%Sep 3, 202121Oct 4, 202125Nov 8, 202146

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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