AFOCX vs. FULVX

Last updated Aug 4, 2026

AFOCX (Archer Focus Fund) and FULVX (Fidelity U.S. Low Volatility Equity Fund) are both mutual funds - AFOCX is a Large Cap Blend Equities fund managed by Archer, while FULVX is a Low Volatility fund managed by Fidelity. Their correlation of 0.81 means they have usually moved in the same direction. AFOCX charges 3.29%/yr vs 0.66%/yr for FULVX.

Performance

AFOCX vs. FULVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Archer Focus Fund (AFOCX) and Fidelity U.S. Low Volatility Equity Fund (FULVX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

AFOCX

• 1D: 0.15%
• 1M: 0.39%
• 6M: 8.61%
• YTD: 12.03%
• 1Y: 14.50%
• 3Y*: 14.62%
• 5Y*: 9.69%
• 10Y*: —
• ALL TIME*: 11.07%

FULVX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AFOCX Archer Focus Fund	$0.00	$0.00	$0.00

AFOCX vs. FULVX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
AFOCX Archer Focus Fund	12.03%	0.73%	29.35%	14.14%	-9.32%	19.98%	10.13%	0.00%
FULVX Fidelity U.S. Low Volatility Equity Fund	-0.01%	5.23%	17.76%	6.38%	-10.43%	17.79%	3.83%	0.29%

Correlation

The correlation between AFOCX and FULVX is 0.52, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.52
Correlation (3Y) Balances recent behavior with more history.	0.71
Correlation (5Y) Shows whether the relationship held over a longer period.	0.78
Correlation (All Time) Calculated using the full available price history since Dec 31, 2019	0.81

Over the past year, the correlation between AFOCX and FULVX has dropped to 0.52 - well below their long-term average of 0.81, suggesting their price drivers have been diverging.

Return for Risk

AFOCX vs. FULVX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AFOCX

AFOCX Risk / Return Rank: 32
AFOCX Sharpe Ratio Rank: 30
AFOCX Sortino Ratio Rank: 31
AFOCX Omega Ratio Rank: 28
AFOCX Calmar Ratio Rank: 34
AFOCX Martin Ratio Rank: 34

FULVX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AFOCX vs. FULVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Archer Focus Fund (AFOCX) and Fidelity U.S. Low Volatility Equity Fund (FULVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	AFOCX	FULVX	Difference
Sharpe ratio: Return per unit of total volatility	1.08	—	—
Sortino ratio: Return per unit of downside risk	1.61	—	—
Omega ratio: Gain probability vs. loss probability	1.19	—	—
Calmar ratio: Return relative to maximum drawdown	1.59	—	—
Martin ratio: Return relative to average drawdown	5.43	—	—

Drawdowns

Drawdown Indicators

	AFOCX	FULVX	Difference
Max Drawdown Largest peak-to-trough decline	-91.26%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-8.49%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-91.26%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-91.26%	—	—
Current Drawdown Current decline from peak	-88.52%	—	—
Average Drawdown Average peak-to-trough decline	-24.31%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	2.49%	—	—

Volatility

Volatility by Period

	AFOCX	FULVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.68%	—	—
Volatility (6M) Calculated over the trailing 6-month period	9.67%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	12.49%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	385.69%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	336.41%	—	—

AFOCX vs. FULVX - Expense Ratio Comparison

AFOCX has a 3.29% expense ratio, which is higher than FULVX's 0.66% expense ratio.

Dividends

AFOCX vs. FULVX - Dividend Comparison

AFOCX's dividend yield for the trailing twelve months is around 2.45%, less than FULVX's 8.06% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
AFOCX Archer Focus Fund	2.45%	2.63%	22.61%	1.65%	6.64%	9.74%	0.57%	0.00%
FULVX Fidelity U.S. Low Volatility Equity Fund	8.06%	6.82%	5.76%	1.65%	4.98%	5.35%	0.62%	0.28%

Frequently Asked Questions

Can I hold both AFOCX and FULVX in my portfolio?

AFOCX and FULVX have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.