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Archer Multi Cap Fund (ALSMX)

Mutual Fund · Currency in USD · Last updated Mar 21, 2023

The fund is a "non-diversified" portfolio investing in equity securities, primarily common stocks, of U.S. companies and may also invest, from time to time, in exchange traded funds ("ETFs") that primarily invest in these companies that are selected for their long-term growth potential. It is a "multi-cap" fund in that it may invest in issuers of any market capitalization. Under normal market conditions, the fund will hold a core position of up to 100 common stocks. It is non-diversified.

Share Price Chart

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The chart shows the growth of $10,000 invested in Archer Multi Cap Fund in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $10,836 for a total return of roughly 8.36%. All prices are adjusted for splits and dividends.

ALSMX (Archer Multi Cap Fund)
Benchmark (^GSPC)

S&P 500

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Archer Multi Cap Fund


Archer Multi Cap Fund had a return of 0.30% year-to-date (YTD) and -11.90% in the last 12 months. Over the past 10 years, Archer Multi Cap Fund had an annualized return of 2.53%, while the S&P 500 had an annualized return of 6.47%, indicating that Archer Multi Cap Fund did not perform as well as the benchmark.

1 month-5.53%-3.13%
6 months-0.50%2.02%
1 year-11.90%-11.46%
5 years (annualized)2.53%6.47%
10 years (annualized)2.53%6.47%

Monthly Returns Heatmap


Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Archer Multi Cap Fund Sharpe ratio is -0.42. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.

ALSMX (Archer Multi Cap Fund)
Benchmark (^GSPC)

Dividend History

Archer Multi Cap Fund granted a 7.10% dividend yield in the last twelve months. The annual payout for that period amounted to $0.70 per share.


Dividend yield


Monthly Dividends

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


Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.

ALSMX (Archer Multi Cap Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Archer Multi Cap Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Archer Multi Cap Fund is 34.96%, recorded on Mar 23, 2020. It took 114 trading sessions for the portfolio to recover.



To Bottom


To Recover



-34.96%Feb 21, 202022Mar 23, 2020114Sep 2, 2020136
-29.57%Nov 17, 2021147Jun 17, 2022
-9.29%Sep 3, 202014Sep 23, 202033Nov 9, 202047
-8.81%Feb 16, 202115Mar 8, 202133Apr 23, 202148
-7.45%Apr 28, 202111May 12, 202130Jun 24, 202141
-6.15%Sep 3, 202121Oct 4, 202115Oct 25, 202136
-5.45%Jan 25, 20215Jan 29, 20215Feb 5, 202110
-3.7%Jul 13, 20215Jul 19, 20214Jul 23, 20219
-3.19%Jan 24, 20206Jan 31, 20207Feb 11, 202013
-2.5%Aug 9, 20219Aug 19, 20212Aug 23, 202111

Volatility Chart

Current Archer Multi Cap Fund volatility is 24.88%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.

ALSMX (Archer Multi Cap Fund)
Benchmark (^GSPC)