ALSMX vs. VPMAX
Compare and contrast key facts about Archer Multi Cap Fund (ALSMX) and Vanguard PRIMECAP Fund Admiral Shares (VPMAX).
ALSMX is managed by Archer. It was launched on Dec 31, 2019. VPMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Performance
ALSMX vs. VPMAX - Performance Comparison
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ALSMX vs. VPMAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ALSMX Archer Multi Cap Fund | 5.65% | 11.47% | 21.78% | 25.14% | -20.12% | 16.58% | 16.01% |
VPMAX Vanguard PRIMECAP Fund Admiral Shares | -2.75% | 54.11% | 13.30% | 28.25% | -15.16% | 21.72% | 17.23% |
Returns By Period
In the year-to-date period, ALSMX achieves a 5.65% return, which is significantly higher than VPMAX's -2.75% return.
ALSMX
- 1D
- 3.99%
- 1M
- -5.81%
- YTD
- 5.65%
- 6M
- 5.96%
- 1Y
- 26.53%
- 3Y*
- 19.91%
- 5Y*
- 9.76%
- 10Y*
- —
VPMAX
- 1D
- 3.30%
- 1M
- -6.80%
- YTD
- -2.75%
- 6M
- 24.32%
- 1Y
- 51.98%
- 3Y*
- 26.74%
- 5Y*
- 15.10%
- 10Y*
- 16.91%
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ALSMX vs. VPMAX - Expense Ratio Comparison
ALSMX has a 0.96% expense ratio, which is higher than VPMAX's 0.31% expense ratio.
Return for Risk
ALSMX vs. VPMAX — Risk / Return Rank
ALSMX
VPMAX
ALSMX vs. VPMAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Archer Multi Cap Fund (ALSMX) and Vanguard PRIMECAP Fund Admiral Shares (VPMAX). 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 | VPMAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.39 | 1.78 | -0.40 |
Sortino ratioReturn per unit of downside risk | 2.03 | 3.30 | -1.27 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.48 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 2.39 | 3.76 | -1.37 |
Martin ratioReturn relative to average drawdown | 10.33 | 16.16 | -5.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ALSMX | VPMAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.39 | 1.78 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.75 | -0.75 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.84 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.62 | -0.61 |
Correlation
The correlation between ALSMX and VPMAX is 0.88, 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. VPMAX - Dividend Comparison
ALSMX's dividend yield for the trailing twelve months is around 6.78%, less than VPMAX's 32.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALSMX Archer Multi Cap Fund | 6.78% | 7.16% | 3.62% | 0.46% | 7.12% | 1.62% | 0.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VPMAX Vanguard PRIMECAP Fund Admiral Shares | 32.75% | 31.85% | 6.71% | 7.24% | 9.94% | 10.18% | 9.82% | 7.23% | 8.43% | 4.52% | 5.13% | 5.99% |
Drawdowns
ALSMX vs. VPMAX - Drawdown Comparison
The maximum ALSMX drawdown since its inception was -97.87%, which is greater than VPMAX's maximum drawdown of -48.32%. Use the drawdown chart below to compare losses from any high point for ALSMX and VPMAX.
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Drawdown Indicators
| ALSMX | VPMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.87% | -48.32% | -49.55% |
Max Drawdown (1Y)Largest decline over 1 year | -11.65% | -13.75% | +2.10% |
Max Drawdown (5Y)Largest decline over 5 years | -97.87% | -25.21% | -72.66% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.65% | — |
Current DrawdownCurrent decline from peak | -96.99% | -8.80% | -88.19% |
Average DrawdownAverage peak-to-trough decline | -26.29% | -6.61% | -19.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 3.20% | -0.50% |
Volatility
ALSMX vs. VPMAX - Volatility Comparison
Archer Multi Cap Fund (ALSMX) has a higher volatility of 8.52% compared to Vanguard PRIMECAP Fund Admiral Shares (VPMAX) at 6.72%. This indicates that ALSMX's price experiences larger fluctuations and is considered to be riskier than VPMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ALSMX | VPMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.52% | 6.72% | +1.80% |
Volatility (6M)Calculated over the trailing 6-month period | 12.71% | 22.09% | -9.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.67% | 28.98% | -9.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1,942.09% | 20.17% | +1,921.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1,738.48% | 20.11% | +1,718.37% |