AFOCX vs. SILVX

Last updated Aug 4, 2026

AFOCX (Archer Focus Fund) and SILVX (SGI U.S. Large Equity Fund) are both Large Cap Blend Equities funds. Over the past 5 years, AFOCX returned 9.69%/yr vs 7.85%/yr for SILVX. Their correlation of 0.85 means they have usually moved in the same direction. AFOCX charges 3.29%/yr vs 0.98%/yr for SILVX.

Performance

AFOCX vs. SILVX - Performance Comparison

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

Returns By Period

The year-to-date returns for both stocks are quite close, with AFOCX having a 12.03% return and SILVX slightly lower at 11.62%.

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%

SILVX

• 1D: 0.00%
• 1M: 0.26%
• 6M: 6.64%
• YTD: 11.62%
• 1Y: 20.78%
• 3Y*: 14.42%
• 5Y*: 7.85%
• 10Y*: 10.43%
• ALL TIME*: 11.23%

*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
SILVX SGI U.S. Large Equity Fund	$0.00	$0.00	$0.00

AFOCX vs. SILVX - 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%
SILVX SGI U.S. Large Equity Fund	11.62%	8.89%	17.65%	10.43%	-12.99%	17.31%	11.48%	0.16%

Correlation

The correlation between AFOCX and SILVX is 0.76, 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.	0.76
Correlation (3Y) Balances recent behavior with more history.	0.80
Correlation (5Y) Shows whether the relationship held over a longer period.	0.84
Correlation (All Time) Calculated using the full available price history since Dec 31, 2019	0.85

The correlation between AFOCX and SILVX has been stable across timeframes, ranging from 0.76 to 0.85 - a consistent structural relationship.

Return for Risk

AFOCX vs. SILVX — 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

SILVX

SILVX Risk / Return Rank: 82
SILVX Sharpe Ratio Rank: 86
SILVX Sortino Ratio Rank: 85
SILVX Omega Ratio Rank: 80
SILVX Calmar Ratio Rank: 75
SILVX Martin Ratio Rank: 86

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. SILVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Archer Focus Fund (AFOCX) and SGI U.S. Large Equity Fund (SILVX). 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	SILVX	Difference
Sharpe ratio: Return per unit of total volatility	1.08	2.15	-1.07
Sortino ratio: Return per unit of downside risk	1.61	3.07	-1.45
Omega ratio: Gain probability vs. loss probability	1.19	1.38	-0.19
Calmar ratio: Return relative to maximum drawdown	1.59	2.55	-0.95
Martin ratio: Return relative to average drawdown	5.43	11.46	-6.03

AFOCX vs. SILVX - Sharpe Ratio Comparison

The current AFOCX Sharpe Ratio is 1.08, which is lower than the SILVX Sharpe Ratio of 2.15. The chart below compares the historical Sharpe Ratios of AFOCX and SILVX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

AFOCX vs. SILVX - Drawdown Comparison

The maximum AFOCX drawdown since its inception was -91.26%, which is greater than SILVX's maximum drawdown of -31.29%. Use the drawdown chart below to compare losses from any high point for AFOCX and SILVX.

Drawdown Indicators

	AFOCX	SILVX	Difference
Max Drawdown Largest peak-to-trough decline	-91.26%	-31.29%	-59.97%
Max Drawdown (1Y) Largest decline over 1 year	-8.49%	-7.87%	-0.62%
Max Drawdown (3Y) Largest decline over 3 years	-91.26%	-12.12%	-79.14%
Max Drawdown (5Y) Largest decline over 5 years	-91.26%	-21.21%	-70.05%
Max Drawdown (10Y) Largest decline over 10 years	—	-31.29%	—
Current Drawdown Current decline from peak	-88.52%	-0.15%	-88.37%
Average Drawdown Average peak-to-trough decline	-24.31%	-3.57%	-20.74%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.49%	1.75%	+0.74%

Volatility

AFOCX vs. SILVX - Volatility Comparison

Archer Focus Fund (AFOCX) has a higher volatility of 2.68% compared to SGI U.S. Large Equity Fund (SILVX) at 2.46%. This indicates that AFOCX's price experiences larger fluctuations and is considered to be riskier than SILVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AFOCX	SILVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.68%	2.46%	+0.22%
Volatility (6M) Calculated over the trailing 6-month period	9.67%	6.97%	+2.70%
Volatility (1Y) Calculated over the trailing 1-year period	12.49%	9.32%	+3.17%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	385.69%	13.20%	+372.49%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	336.41%	14.95%	+321.46%

AFOCX vs. SILVX - Expense Ratio Comparison

AFOCX has a 3.29% expense ratio, which is higher than SILVX's 0.98% expense ratio.

Dividends

AFOCX vs. SILVX - Dividend Comparison

AFOCX's dividend yield for the trailing twelve months is around 2.45%, less than SILVX's 7.95% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AFOCX Archer Focus Fund	2.45%	2.63%	22.61%	1.65%	6.64%	9.74%	0.57%	0.00%	0.00%	0.00%	0.00%	0.00%
SILVX SGI U.S. Large Equity Fund	7.95%	8.87%	23.03%	4.68%	4.09%	15.68%	0.61%	4.37%	4.43%	7.34%	2.61%	7.04%

Frequently Asked Questions

Can I hold both AFOCX and SILVX in my portfolio?

AFOCX and SILVX have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AFOCX or SILVX?

AFOCX has higher volatility (2.68%) compared to SILVX (2.46%). In terms of maximum drawdown, AFOCX dropped -91.26% vs SILVX's -31.29%.

Which has better risk-adjusted returns?

SILVX currently has the higher Sharpe Ratio (2.15 vs 1.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.