ALSMX vs. CRQSX
ALSMX (Archer Multi Cap Fund) and CRQSX (Catholic Responsible Investments Equity Index Fund) are both Large Cap Blend Equities funds. Over the past 3 years, ALSMX returned 20.23%/yr vs 18.78%/yr for CRQSX. Their correlation of 0.89 means they have usually moved in the same direction. ALSMX charges 0.96%/yr vs 0.09%/yr for CRQSX.
Performance
ALSMX vs. CRQSX - Performance Comparison
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Returns By Period
In the year-to-date period, ALSMX achieves a 19.07% return, which is significantly higher than CRQSX's 9.68% return.
ALSMX
- 1D
- 0.50%
- 1M
- -2.82%
- 6M
- 11.79%
- YTD
- 19.07%
- 1Y
- 29.59%
- 3Y*
- 20.23%
- 5Y*
- 10.66%
- 10Y*
- —
- ALL TIME*
- 12.61%
CRQSX
- 1D
- 0.64%
- 1M
- 0.19%
- 6M
- 7.57%
- YTD
- 9.68%
- 1Y
- 19.88%
- 3Y*
- 18.78%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 13.92%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
ALSMX vs. CRQSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
ALSMX Archer Multi Cap Fund | 19.07% | 11.47% | 21.78% | 25.14% | -7.88% |
CRQSX Catholic Responsible Investments Equity Index Fund | 9.68% | 16.83% | 24.70% | 27.55% | -11.69% |
Correlation
The correlation between ALSMX and CRQSX is 0.82, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.82 |
Correlation (3Y) Balances recent behavior with more history. | 0.84 |
Correlation (All Time) Calculated using the full available price history since Jan 26, 2022 | 0.89 |
The correlation between ALSMX and CRQSX has been stable across timeframes, ranging from 0.82 to 0.89 - a consistent structural relationship.
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Return for Risk
ALSMX vs. CRQSX — Risk / Return Rank
ALSMX
CRQSX
ALSMX vs. CRQSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Archer Multi Cap Fund (ALSMX) and Catholic Responsible Investments Equity Index Fund (CRQSX). 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.
| ALSMX | CRQSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.19 | ||
| Sortino ratioReturn per unit of downside risk | +0.32 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.25 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.99 | 2.06 | +0.93 |
| Martin ratioReturn relative to average drawdown | 10.47 | 8.46 | +2.01 |
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Drawdowns
ALSMX vs. CRQSX - Drawdown Comparison
The maximum ALSMX drawdown since its inception was -97.87%, which is greater than CRQSX's maximum drawdown of -22.96%. Use the drawdown chart below to compare losses from any high point for ALSMX and CRQSX.
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Drawdown Indicators
| ALSMX | CRQSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.87% | -22.96% | -74.91% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -8.71% | -0.71% |
Max Drawdown (3Y)Largest decline over 3 years | -97.87% | -18.95% | -78.92% |
Max Drawdown (5Y)Largest decline over 5 years | -97.87% | — | — |
Current DrawdownCurrent decline from peak | -96.61% | -1.99% | -94.62% |
Average DrawdownAverage peak-to-trough decline | -29.68% | -5.15% | -24.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.68% | 2.12% | +0.56% |
Volatility
ALSMX vs. CRQSX - Volatility Comparison
Archer Multi Cap Fund (ALSMX) has a higher volatility of 5.74% compared to Catholic Responsible Investments Equity Index Fund (CRQSX) at 3.73%. This indicates that ALSMX's price experiences larger fluctuations and is considered to be riskier than CRQSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ALSMX | CRQSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.74% | 3.73% | +2.01% |
Volatility (6M)Calculated over the trailing 6-month period | 15.25% | 10.29% | +4.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.95% | 13.03% | +4.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1,292.07% | 17.76% | +1,274.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1,126.36% | 17.76% | +1,108.60% |
ALSMX vs. CRQSX - Expense Ratio Comparison
ALSMX has a 0.96% expense ratio, which is higher than CRQSX's 0.09% expense ratio.
Dividends
ALSMX vs. CRQSX - Dividend Comparison
ALSMX's dividend yield for the trailing twelve months is around 6.01%, more than CRQSX's 3.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
ALSMX Archer Multi Cap Fund | 6.01% | 7.16% | 3.62% | 0.46% | 7.12% | 1.62% | 0.43% |
CRQSX Catholic Responsible Investments Equity Index Fund | 3.40% | 3.66% | 2.09% | 1.34% | 1.56% | 0.00% | 0.00% |
Frequently Asked Questions
ALSMX and CRQSX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ALSMX has higher volatility (5.74%) compared to CRQSX (3.73%). In terms of maximum drawdown, ALSMX dropped -97.87% vs CRQSX's -22.96%.
ALSMX currently has the higher Sharpe Ratio (1.57 vs 1.38), 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.
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