Archer Balanced Fund (ARCHX)

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Archer Balanced Fund (ARCHX) is up 7.6% since the beginning of the year. ARCHX is currently trading at $21 per share. Investors who bought $1,000 worth of ARCHX shares 5 years ago would now be looking at an investment worth $1,508.

Archer Balanced Fund (ARCHX) has returned 7.58% so far this year and 21.55% over the past 12 months. Over the last ten years, ARCHX has returned 8.79% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.

Based on dividend-adjusted daily data since Sep 20, 2005, ARCHX's average daily return is +0.87%, while the average monthly return is +0.55%. At this rate, an investment would double in approximately 10.5 years.

Historically, 66% of months were positive and 34% were negative. The best month was Nov 2020 with a return of +7.6%, while the worst month was Oct 2008 at -13.1%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.

On a daily basis, ARCHX closed higher 50% of trading days. The best single day was Jan 27, 2025 with a return of +4,488.2%, while the worst single day was Jan 29, 2025 at -97.6%.

Archer Balanced Fund has an annualized alpha of 806.63%, beta of -0.23, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since September 21, 2005.

• This fund participated in 72.09% of S&P 500 Index downside but only 63.34% of its upside - more exposed to losses than it benefited from rallies.
• Beta of -0.23 may look defensive, but with R2 of 0.00 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R2 of 0.00 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

ARCHX has a high expense ratio of 1.20%, indicating above-average management fees.

ARCHX ranks 84 for risk / return — in the top 84% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Archer Balanced Fund (ARCHX) and compare them to S&P 500 Index.

Archer Balanced Fund provided a 2.94% dividend yield over the last twelve months, with an annual payout of $0.62 per share.

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

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.

The table below displays the maximum drawdowns of the Archer Balanced 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 Balanced Fund was 98.08%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current Archer Balanced Fund drawdown is 97.39%.

The chart below shows the rolling one-month volatility.