Archer Dividend Growth Fund (ARDGX)

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The chart shows the growth of an initial investment of $10,000 in Archer Dividend Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Archer Dividend Growth Fund (ARDGX) has returned 6.03% so far this year and 15.28% over the past 12 months.

Based on dividend-adjusted daily data since Jan 3, 2017, ARDGX's average daily return is +2.76%, while the average monthly return is +0.67%. At this rate, your investment would double in approximately 8.7 years.

Historically, 61% of months were positive and 39% were negative. The best month was Nov 2020 with a return of +9.9%, while the worst month was Mar 2020 at -16.4%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, ARDGX closed higher 53% of trading days. The best single day was Jan 17, 2025 with a return of +3,424.0%, while the worst single day was Jan 21, 2025 at -97.1%.

Archer Dividend Growth Fund has an annualized alpha of 68224.18%, beta of 2.62, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since January 04, 2017.

• This fund participated in 83.34% of S&P 500 Index downside but only 68.71% of its upside — more exposed to losses than it benefited from rallies.
• 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.

ARDGX has a high expense ratio of 1.22%, indicating above-average management fees.

ARDGX ranks 70 for risk / return — better than 70% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Archer Dividend Growth Fund (ARDGX) and compare them to a chosen benchmark (S&P 500 Index).

Archer Dividend Growth Fund provided a 2.40% dividend yield over the last twelve months, with an annual payout of $0.74 per share.

The table displays the monthly dividend distributions for Archer Dividend Growth 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 Dividend Growth 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 Dividend Growth Fund was 97.41%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current Archer Dividend Growth Fund drawdown is 96.67%.

The chart below shows the rolling one-month volatility.