ALSMX vs. VSTSX

Last updated Jun 24, 2026

ALSMX (Archer Multi Cap Fund) and VSTSX (Vanguard Total Stock Market Index Fund Institutional Select Shares) are both Large Cap Blend Equities funds. Over the past 5 years, ALSMX returned 13.04%/yr vs 12.39%/yr for VSTSX. Their correlation of 0.93 suggests significant overlap in exposure. ALSMX charges 0.96%/yr vs 0.01%/yr for VSTSX.

Performance

ALSMX vs. VSTSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Archer Multi Cap Fund (ALSMX) and Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ALSMX achieves a 26.78% return, which is significantly higher than VSTSX's 10.35% return.

ALSMX

• 1D: 1.11%
• 1M: 2.14%
• YTD: 26.78%
• 6M: 24.82%
• 1Y: 42.31%
• 3Y*: 25.23%
• 5Y*: 13.04%
• 10Y*: —

VSTSX

• 1D: -0.34%
• 1M: 0.56%
• YTD: 10.35%
• 6M: 9.21%
• 1Y: 25.97%
• 3Y*: 21.21%
• 5Y*: 12.39%
• 10Y*: —

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

ALSMX vs. VSTSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
ALSMX Archer Multi Cap Fund	26.78%	11.47%	21.78%	25.14%	-20.12%	16.58%	16.01%	0.00%
VSTSX Vanguard Total Stock Market Index Fund Institutional Select Shares	10.35%	17.16%	23.27%	26.54%	-19.49%	25.75%	21.02%	0.30%

Correlation

The correlation between ALSMX and VSTSX is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.85
Correlation (3Y) Calculated over the trailing 3-year period	0.88
Correlation (5Y) Calculated over the trailing 5-year period	0.92
Correlation (All Time) Calculated using the full available price history since Dec 31, 2019	0.93

The correlation between ALSMX and VSTSX has been stable across timeframes, ranging from 0.85 to 0.93 - a consistent structural relationship.

Return for Risk

ALSMX vs. VSTSX — Risk / Return Rank

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

ALSMX

ALSMX Risk / Return Rank: 86
ALSMX Sharpe Ratio Rank: 86
ALSMX Sortino Ratio Rank: 80
ALSMX Omega Ratio Rank: 76
ALSMX Calmar Ratio Rank: 92
ALSMX Martin Ratio Rank: 95

VSTSX

VSTSX Risk / Return Rank: 65
VSTSX Sharpe Ratio Rank: 62
VSTSX Sortino Ratio Rank: 56
VSTSX Omega Ratio Rank: 57
VSTSX Calmar Ratio Rank: 70
VSTSX Martin Ratio Rank: 79

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. VSTSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Archer Multi Cap Fund (ALSMX) and Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX). 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	VSTSX	Difference
Sharpe ratio: Return per unit of total volatility	2.59	2.13	+0.46
Sortino ratio: Return per unit of downside risk	3.48	2.89	+0.59
Omega ratio: Gain probability vs. loss probability	1.45	1.38	+0.07
Calmar ratio: Return relative to maximum drawdown	4.65	3.06	+1.59
Martin ratio: Return relative to average drawdown	19.79	13.70	+6.09

ALSMX vs. VSTSX - Sharpe Ratio Comparison

The current ALSMX Sharpe Ratio is 2.59, which is comparable to the VSTSX Sharpe Ratio of 2.13. The chart below compares the historical Sharpe Ratios of ALSMX and VSTSX, 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

ALSMX vs. VSTSX - Drawdown Comparison

The maximum ALSMX drawdown since its inception was -97.87%, which is greater than VSTSX's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for ALSMX and VSTSX.

Drawdown Indicators

	ALSMX	VSTSX	Difference
Max Drawdown Largest peak-to-trough decline	-97.87%	-34.97%	-62.90%
Max Drawdown (1Y) Largest decline over 1 year	-9.42%	-8.92%	-0.50%
Max Drawdown (3Y) Largest decline over 3 years	-97.87%	-19.36%	-78.51%
Max Drawdown (5Y) Largest decline over 5 years	-97.87%	-25.35%	-72.52%
Current Drawdown Current decline from peak	-96.39%	-1.47%	-94.92%
Average Drawdown Average peak-to-trough decline	-28.53%	-4.88%	-23.65%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.21%	1.99%	+0.22%

Volatility

ALSMX vs. VSTSX - Volatility Comparison

Archer Multi Cap Fund (ALSMX) has a higher volatility of 6.33% compared to Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX) at 4.77%. This indicates that ALSMX's price experiences larger fluctuations and is considered to be riskier than VSTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ALSMX	VSTSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.33%	4.77%	+1.56%
Volatility (6M) Calculated over the trailing 6-month period	14.20%	10.05%	+4.15%
Volatility (1Y) Calculated over the trailing 1-year period	16.98%	12.83%	+4.15%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	1,292.58%	17.45%	+1,275.13%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	1,136.02%	18.76%	+1,117.26%

ALSMX vs. VSTSX - Expense Ratio Comparison

ALSMX has a 0.96% expense ratio, which is higher than VSTSX's 0.01% expense ratio.

Dividends

ALSMX vs. VSTSX - Dividend Comparison

ALSMX's dividend yield for the trailing twelve months is around 5.65%, more than VSTSX's 1.04% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
ALSMX Archer Multi Cap Fund	5.65%	7.16%	3.62%	0.46%	7.12%	1.62%	0.43%	0.00%	0.00%	0.00%
VSTSX Vanguard Total Stock Market Index Fund Institutional Select Shares	1.04%	1.13%	1.27%	1.43%	1.67%	1.23%	1.44%	1.79%	2.07%	1.74%

Frequently Asked Questions

Can I hold both ALSMX and VSTSX in my portfolio?

ALSMX and VSTSX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ALSMX or VSTSX?

ALSMX has higher volatility (6.33%) compared to VSTSX (4.77%). In terms of maximum drawdown, ALSMX dropped -97.87% vs VSTSX's -34.97%.

Which has better risk-adjusted returns?

ALSMX currently has the higher Sharpe Ratio (2.59 vs 2.13), 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.