ARCHX vs. ALSMX

Last updated Apr 1, 2026

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

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

Performance

ARCHX vs. ALSMX - Performance Comparison

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

ARCHX vs. ALSMX - Yearly Performance Comparison

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

Returns By Period

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

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%

ALSMX

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

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

ARCHX vs. ALSMX - Expense Ratio Comparison

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

ARCHX

Archer Balanced Fund

ALSMX

Archer Multi Cap Fund

Return for Risk

ARCHX vs. ALSMX — Risk / Return Rank

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

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

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

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.

ARCHX vs. ALSMX - Risk-Adjusted Trends Comparison

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

	ARCHX	ALSMX	Difference
Sharpe ratio Return per unit of total volatility	1.56	1.20	+0.36
Sortino ratio Return per unit of downside risk	2.26	1.76	+0.50
Omega ratio Gain probability vs. loss probability	1.33	1.25	+0.09
Calmar ratio Return relative to maximum drawdown	2.08	1.78	+0.31
Martin ratio Return relative to average drawdown	9.81	7.74	+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.

ARCHX vs. ALSMX - Sharpe Ratio Comparison

The current ARCHX Sharpe Ratio is 1.56, which is higher than the ALSMX Sharpe Ratio of 1.20. The chart below compares the historical Sharpe Ratios of ARCHX and ALSMX, 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

	ARCHX	ALSMX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.56	1.20	+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 ARCHX and ALSMX 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

ARCHX vs. ALSMX - Dividend Comparison

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

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
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%

Drawdowns

ARCHX vs. ALSMX - Drawdown Comparison

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

Drawdown Indicators

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

Volatility

ARCHX vs. ALSMX - Volatility Comparison

The current volatility for Archer Balanced Fund (ARCHX) is 2.69%, while Archer Multi Cap Fund (ALSMX) has a volatility of 7.47%. This indicates that ARCHX experiences smaller price fluctuations and is considered to be less risky than ALSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

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