ALSMX vs. ARCHX

Last updated Apr 1, 2026

Compare and contrast key facts about Archer Multi Cap Fund (ALSMX) and Archer Balanced Fund (ARCHX).

ALSMX is managed by Archer. It was launched on Dec 31, 2019. ARCHX is managed by Archer. It was launched on Sep 19, 2005.

Performance

ALSMX vs. ARCHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Archer Multi Cap Fund (ALSMX) and Archer Balanced Fund (ARCHX). The values are adjusted to include any dividend payments, if applicable.

ALSMX vs. ARCHX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
ALSMX Archer Multi Cap Fund	1.59%	11.47%	21.78%	25.14%	-20.12%	16.58%	16.01%
ARCHX Archer Balanced Fund	-0.82%	14.85%	12.15%	13.52%	-11.55%	17.58%	6.19%

Returns By Period

In the year-to-date period, ALSMX achieves a 1.59% return, which is significantly higher than ARCHX's -0.82% return.

ALSMX

• 1D: -1.67%
• 1M: -8.39%
• YTD: 1.59%
• 6M: 2.41%
• 1Y: 22.31%
• 3Y*: 18.36%
• 5Y*: 9.23%
• 10Y*: —

ARCHX

• 1D: -0.36%
• 1M: -6.50%
• YTD: -0.82%
• 6M: 3.03%
• 1Y: 16.23%
• 3Y*: 12.21%
• 5Y*: 7.65%
• 10Y*: 7.98%

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

ALSMX vs. ARCHX - Expense Ratio Comparison

ALSMX has a 0.96% expense ratio, which is lower than ARCHX's 1.20% expense ratio.

ARCHX

Archer Balanced Fund

ALSMX

Archer Multi Cap Fund

Return for Risk

ALSMX vs. ARCHX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ALSMX

ALSMX Risk / Return Rank: 72
ALSMX Sharpe Ratio Rank: 68
ALSMX Sortino Ratio Rank: 70
ALSMX Omega Ratio Rank: 65
ALSMX Calmar Ratio Rank: 76
ALSMX Martin Ratio Rank: 79

ARCHX

ARCHX Risk / Return Rank: 85
ARCHX Sharpe Ratio Rank: 83
ARCHX Sortino Ratio Rank: 85
ARCHX Omega Ratio Rank: 83
ARCHX Calmar Ratio Rank: 84
ARCHX Martin Ratio Rank: 89

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ALSMX vs. ARCHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Archer Multi Cap Fund (ALSMX) and Archer Balanced Fund (ARCHX). 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.

	ALSMX	ARCHX	Difference
Sharpe ratio Return per unit of total volatility	1.20	1.56	-0.36
Sortino ratio Return per unit of downside risk	1.76	2.26	-0.50
Omega ratio Gain probability vs. loss probability	1.25	1.33	-0.09
Calmar ratio Return relative to maximum drawdown	1.78	2.08	-0.31
Martin ratio Return relative to average drawdown	7.74	9.81	-2.06
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ALSMX vs. ARCHX - Sharpe Ratio Comparison

The current ALSMX Sharpe Ratio is 1.20, which is comparable to the ARCHX Sharpe Ratio of 1.56. The chart below compares the historical Sharpe Ratios of ALSMX and ARCHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	ALSMX	ARCHX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.20	1.56	-0.36
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.00	0.00	0.00
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.00	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.01	0.01	0.00

Correlation

The correlation between ALSMX and ARCHX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

ALSMX vs. ARCHX - Dividend Comparison

ALSMX's dividend yield for the trailing twelve months is around 7.05%, more than ARCHX's 2.87% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ALSMX Archer Multi Cap Fund	7.05%	7.16%	3.62%	0.46%	7.12%	1.62%	0.43%	0.00%	0.00%	0.00%	0.00%	0.00%
ARCHX Archer Balanced Fund	2.87%	2.85%	4.21%	1.32%	3.26%	1.82%	1.31%	2.06%	2.13%	3.11%	2.11%	1.40%

Drawdowns

ALSMX vs. ARCHX - Drawdown Comparison

The maximum ALSMX drawdown since its inception was -97.87%, roughly equal to the maximum ARCHX drawdown of -98.08%. Use the drawdown chart below to compare losses from any high point for ALSMX and ARCHX.

Drawdown Indicators

	ALSMX	ARCHX	Difference
Max Drawdown Largest peak-to-trough decline	-97.87%	-98.08%	+0.21%
Max Drawdown (1Y) Largest decline over 1 year	-11.65%	-7.47%	-4.18%
Max Drawdown (5Y) Largest decline over 5 years	-97.87%	-98.08%	+0.21%
Max Drawdown (10Y) Largest decline over 10 years	—	-98.08%	—
Current Drawdown Current decline from peak	-97.10%	-97.59%	+0.49%
Average Drawdown Average peak-to-trough decline	-26.24%	-12.01%	-14.23%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.67%	1.59%	+1.08%

Volatility

ALSMX vs. ARCHX - Volatility Comparison

Archer Multi Cap Fund (ALSMX) has a higher volatility of 7.47% compared to Archer Balanced Fund (ARCHX) at 2.69%. This indicates that ALSMX's price experiences larger fluctuations and is considered to be riskier than ARCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ALSMX	ARCHX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.47%	2.69%	+4.78%
Volatility (6M) Calculated over the trailing 6-month period	12.11%	6.11%	+6.00%
Volatility (1Y) Calculated over the trailing 1-year period	19.32%	10.92%	+8.40%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	1,942.09%	2,319.56%	-377.47%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	1,739.04%	1,640.12%	+98.92%