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Archer Income Fund (ARINX) Sharpe Ratio: 2.09

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

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.

ARINX's Sharpe Ratio of 2.09 indicates that for each unit of volatility, it generates 2.09 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 23, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

ARINX Sharpe Ratio Rank

ARINX Sharpe Ratio Rank: 59.960
Average

ARINX ranks above 59.9% of all investments in our database based on Sharpe Ratio over the past 12 months, showing balanced returns relative to total risk taken. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Returns are proportional to volatility—neither strong nor weak
  • Evaluate whether the volatility profile aligns with your risk tolerance
  • Review higher-ranked alternatives in the same category
  • Monitor rank direction to identify improving or deteriorating trends

ARINX Sharpe Ratio Market Positioning

The chart shows ARINX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 1.33 or lower
  • Yellow zone (middle 50%): 1.33 to 2.32
  • Green zone (top 25%): 2.32 or higher
  • Top 1%: 4.33+
  • Median: 1.93 — half of all investments score higher

How it compares to other similar mutual funds

The table compares Archer Income Fund's Sharpe Ratio with other mutual funds in the Intermediate Core-Plus Bond category across multiple time periods, showing how ARINX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 23, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
HOBIXHolbrook Income Fund Class I3.08
LCTIXLeader Capital High Quality Income Fund Institutional Shares2.81
LCTRXLeader Capital High Quality Floating Rate Fund Investor Shares2.69
MDVAXMassMutual Diversified Bond Fund2.41
AMFIXAAMA Income Fund2.14
ARINXArcher Income Fund2.09
GUGAXGMO Multi-Sector Fixed Income Fund2.00
SEATXSEI Tax Exempt Trust Tax-Advantaged Income Fund1.84
PGSIXPutnam Mortgage Securities Fund1.76
BILDXDoubleLine Infrastructure Income Fund1.75

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows ARINX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when ARINX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

How does ARINX fit in your portfolio?

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