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

Fund Info

ISIN

US0394911053

CUSIP

039491105

Issuer

Archer

Inception Date

Mar 11, 2011

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.


Performance

Performance Chart

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


0.00%100.00%200.00%300.00%400.00%December2025FebruaryMarchAprilMay
43.26%
328.43%
ARINX (Archer Income Fund)
Benchmark (^GSPC)

Returns By Period

Archer Income Fund (ARINX) returned 1.63% year-to-date (YTD) and 5.02% over the past 12 months. Over the past 10 years, ARINX returned 2.15% annually, underperforming the S&P 500 benchmark at 10.31%.


ARINX

YTD

1.63%

1M

0.60%

6M

2.19%

1Y

5.02%

5Y*

2.30%

10Y*

2.15%

^GSPC (Benchmark)

YTD

-4.26%

1M

11.24%

6M

-5.02%

1Y

8.55%

5Y*

14.02%

10Y*

10.31%

*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%-0.06%1.63%
20240.78%-0.14%0.60%-0.40%0.91%0.58%1.04%0.73%0.91%-0.59%0.65%-0.27%4.90%
20232.44%-0.64%-1.79%0.45%-0.51%0.46%0.95%0.35%-0.21%-0.20%1.67%1.69%4.66%
2022-1.16%-1.29%-1.44%-1.40%-0.68%-1.88%1.98%-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%0.00%-0.07%-0.30%-0.23%0.17%1.55%
20200.65%0.35%-4.63%1.96%1.37%1.00%0.90%0.82%0.10%0.08%1.13%0.63%4.29%
20191.00%0.41%0.90%0.42%0.86%0.81%0.18%0.84%-0.08%0.27%0.03%0.40%6.19%
2018-0.66%-0.36%0.11%-0.10%0.49%-0.05%0.07%0.68%-0.08%-0.34%0.06%0.53%0.35%
20170.50%0.62%0.12%0.32%0.70%-0.08%0.63%0.30%-0.03%0.34%-0.16%-0.12%3.18%
20160.12%0.38%1.84%1.05%0.23%1.37%0.63%0.18%0.06%-0.22%-1.46%0.10%4.33%
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%1.20%0.38%1.07%1.32%0.19%-0.40%1.06%-1.16%0.66%-0.10%-0.35%5.73%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 95, ARINX is among the top 5% 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 9595
Overall Rank
The Sharpe Ratio Rank of ARINX is 9696
Sharpe Ratio Rank
The Sortino Ratio Rank of ARINX is 9595
Sortino Ratio Rank
The Omega Ratio Rank of ARINX is 9494
Omega Ratio Rank
The Calmar Ratio Rank of ARINX is 9595
Calmar Ratio Rank
The Martin Ratio Rank of ARINX is 9696
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 current Archer Income Fund Sharpe ratio is 2.65. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Archer Income Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00December2025FebruaryMarchAprilMay
2.57
0.44
ARINX (Archer Income Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Archer Income Fund provided a 3.71% dividend yield over the last twelve months, with an annual payout of $0.67 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$0.67$0.68$0.67$0.48$0.50$0.53$0.53$0.53$0.56$0.55$0.53$0.65

Dividend yield

3.71%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.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-0.06%
-8.35%
ARINX (Archer Income Fund)
Benchmark (^GSPC)

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 9.35%, occurring on Oct 21, 2022. Recovery took 434 trading sessions.

The current Archer Income Fund drawdown is 0.06%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-9.35%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

Volatility

Volatility Chart

The current Archer Income Fund volatility is 0.72%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%December2025FebruaryMarchAprilMay
0.72%
11.43%
ARINX (Archer Income Fund)
Benchmark (^GSPC)