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Archer Income Fund (ARINX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Archer Income Fund (ARINX)

Mutual Fund · Currency in USD · Last updated May 30, 2025

Under normal conditions, at least 50% of the fund's total assets will be invested in U.S. government obligations, mortgage and asset-backed securities, corporate and municipal bonds, collateralized mortgage obligations (CMOs), certificates of deposit linked to an index. It may invest up to 25% of its assets in foreign debt securities denominated in U.S. dollars and foreign currencies.

Fund Info

ISIN

US0394911053

CUSIP

039491105

Issuer

Archer

Inception Date

Mar 11, 2011

Category

Intermediate Core-Plus Bond

Min. Investment

$2,500

Asset Class

Bond

Expense Ratio

ARINX has a high expense ratio of 0.98%, 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.

Archer Income Fund

Performance

Performance Chart

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S&P 500

Returns By Period

Archer Income Fund (ARINX) returned 1.52% year-to-date (YTD) and 4.83% over the past 12 months. Over the past 10 years, ARINX returned 2.16% annually, underperforming the S&P 500 benchmark at 10.84%.

ARINX

YTD

1.52%

1M

-0.17%

6M

1.35%

1Y

4.83%

3Y*

3.31%

5Y*

2.00%

10Y*

2.16%

^GSPC (Benchmark)

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

Monthly Returns

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

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.37%0.95%0.09%0.27%-0.17%1.52%
20240.77%-0.14%0.61%-0.40%0.91%0.58%1.03%0.73%0.92%-0.59%0.65%-0.28%4.90%
20232.44%-0.64%-1.79%0.44%-0.51%0.46%0.95%0.35%-0.22%-0.20%1.67%1.69%4.66%
2022-1.15%-1.29%-1.44%-1.40%-0.68%-1.87%1.99%-0.50%-1.76%-0.68%1.46%0.35%-6.84%
20210.34%-0.06%0.14%0.47%0.33%0.24%0.51%0.01%-0.07%-0.31%-0.22%0.14%1.52%
20200.65%0.35%-4.63%1.96%1.38%1.00%0.90%0.82%0.10%0.08%1.13%0.63%4.29%
20191.01%0.41%0.90%0.42%0.86%0.81%0.18%0.84%-0.08%0.27%0.03%0.40%6.21%
2018-0.66%-0.36%0.11%-0.11%0.49%-0.05%0.07%0.68%-0.08%-0.34%0.06%0.53%0.35%
20170.51%0.62%0.12%0.32%0.70%-0.08%0.59%0.29%-0.04%0.34%-0.16%-0.11%3.14%
20160.12%0.38%1.84%1.05%0.23%1.37%0.63%0.18%0.06%-0.22%-1.46%0.10%4.32%
20151.58%0.36%-0.71%0.22%-0.29%-1.07%0.04%-0.42%0.27%0.31%-0.29%-0.93%-0.95%
20141.75%1.19%0.38%1.07%1.33%0.19%-0.40%1.06%-1.16%0.66%-0.10%-0.35%5.73%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 94, ARINX is among the top 6% of 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 ARINX is 9494
Overall Rank
The Sharpe Ratio Rank of ARINX is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of ARINX is 9494
Sortino Ratio Rank
The Omega Ratio Rank of ARINX is 9292
Omega Ratio Rank
The Calmar Ratio Rank of ARINX is 9595
Calmar Ratio Rank
The Martin Ratio Rank of ARINX is 9595
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 Income Fund (ARINX) 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 Income Fund Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 2.42
  • 5-Year: 1.03
  • 10-Year: 1.08
  • All Time: 0.61

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 Income Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Archer Income Fund provided a 3.38% dividend yield over the last twelve months, with an annual payout of $0.61 per share. The fund has been increasing its distributions for 2 consecutive years.

2.60%2.80%3.00%3.20%3.40%3.60%3.80%$0.00$0.10$0.20$0.30$0.40$0.50$0.60$0.7020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.61$0.68$0.67$0.48$0.50$0.53$0.53$0.53$0.56$0.55$0.53$0.65

Dividend yield

3.38%3.77%3.78%2.72%2.56%2.67%2.70%2.84%2.90%2.84%2.79%3.28%

Monthly Dividends

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

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.05$0.05$0.06$0.06$0.00$0.21
2024$0.06$0.05$0.06$0.06$0.06$0.05$0.07$0.05$0.06$0.06$0.05$0.06$0.68
2023$0.04$0.08$0.02$0.05$0.05$0.06$0.06$0.06$0.06$0.07$0.06$0.07$0.67
2022$0.04$0.03$0.05$0.04$0.04$0.03$0.05$0.04$0.04$0.03$0.05$0.05$0.48
2021$0.04$0.04$0.06$0.04$0.04$0.05$0.04$0.04$0.04$0.04$0.04$0.05$0.50
2020$0.04$0.04$0.05$0.05$0.05$0.05$0.04$0.04$0.05$0.04$0.04$0.05$0.53
2019$0.05$0.04$0.05$0.05$0.05$0.04$0.04$0.04$0.04$0.04$0.04$0.05$0.53
2018$0.04$0.04$0.05$0.04$0.05$0.04$0.04$0.04$0.04$0.05$0.04$0.05$0.53
2017$0.04$0.04$0.06$0.03$0.07$0.06$0.04$0.05$0.04$0.05$0.04$0.06$0.56
2016$0.04$0.04$0.06$0.04$0.04$0.06$0.04$0.04$0.05$0.05$0.05$0.05$0.55
2015$0.04$0.04$0.06$0.04$0.04$0.06$0.04$0.04$0.04$0.03$0.03$0.06$0.53
2014$0.04$0.05$0.06$0.04$0.06$0.07$0.05$0.05$0.06$0.05$0.00$0.11$0.65

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 Income 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 Income Fund was 9.37%, occurring on Oct 21, 2022. Recovery took 434 trading sessions.

The current Archer Income Fund drawdown is 0.22%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-9.37%Sep 16, 2021278Oct 21, 2022434Jul 17, 2024712
-8.42%May 31, 201121Jun 28, 20116Jul 7, 201127
-7.2%Mar 5, 2013134Sep 12, 2013200Jun 30, 2014334
-6.57%Mar 6, 202012Mar 23, 202093Aug 4, 2020105
-3.4%Mar 2, 2015226Jan 21, 201660Apr 18, 2016286
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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