ARCHX vs. CONWX
ARCHX (Archer Balanced Fund) and CONWX (Concorde Wealth Management Fund) are both Diversified Portfolio funds. Over the past 10 years, ARCHX returned 8.57%/yr vs 8.13%/yr for CONWX. Their 0.76 correlation means they have sometimes moved together and sometimes differently. ARCHX charges 1.20%/yr vs 1.41%/yr for CONWX.
Performance
ARCHX vs. CONWX - Performance Comparison
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Returns By Period
In the year-to-date period, ARCHX achieves a 8.68% return, which is significantly higher than CONWX's 7.66% return. Over the past 10 years, ARCHX has outperformed CONWX with an annualized return of 8.57%, while CONWX has yielded a comparatively lower 8.13% annualized return.
ARCHX
- 1D
- 1.05%
- 1M
- 1.00%
- 6M
- 4.98%
- YTD
- 8.68%
- 1Y
- 18.95%
- 3Y*
- 12.96%
- 5Y*
- 8.27%
- 10Y*
- 8.57%
- ALL TIME*
- 6.23%
CONWX
- 1D
- 0.19%
- 1M
- 0.73%
- 6M
- 3.04%
- YTD
- 7.66%
- 1Y
- 16.33%
- 3Y*
- 11.21%
- 5Y*
- 6.58%
- 10Y*
- 8.13%
- ALL TIME*
- 8.52%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
ARCHX Archer Balanced Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
ARCHX vs. CONWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARCHX Archer Balanced Fund | 8.68% | 14.85% | 12.15% | 13.52% | -11.55% | 17.58% | 6.19% | 21.07% | -6.87% | 13.74% |
CONWX Concorde Wealth Management Fund | 7.66% | 11.95% | 13.58% | 0.20% | -2.51% | 19.73% | 8.76% | 16.84% | -1.95% | 7.17% |
Correlation
The correlation between ARCHX and CONWX is 0.51, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.51 |
Correlation (3Y) Balances recent behavior with more history. | 0.61 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.71 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.75 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2016 | 0.76 |
Over the past year, the correlation between ARCHX and CONWX has dropped to 0.51 - well below their long-term average of 0.76, suggesting their price drivers have been diverging.
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Return for Risk
ARCHX vs. CONWX — Risk / Return Rank
ARCHX
CONWX
ARCHX vs. CONWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Archer Balanced Fund (ARCHX) and Concorde Wealth Management Fund (CONWX). 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.
| ARCHX | CONWX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.07 | ||
| Sortino ratioReturn per unit of downside risk | +0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.38 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.92 | 3.43 | -0.51 |
| Martin ratioReturn relative to average drawdown | 12.56 | 8.32 | +4.24 |
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Drawdowns
ARCHX vs. CONWX - Drawdown Comparison
The maximum ARCHX drawdown since its inception was -98.08%, which is greater than CONWX's maximum drawdown of -26.09%. Use the drawdown chart below to compare losses from any high point for ARCHX and CONWX.
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Drawdown Indicators
| ARCHX | CONWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.08% | -26.09% | -71.99% |
Max Drawdown (1Y)Largest decline over 1 year | -6.26% | -4.44% | -1.82% |
Max Drawdown (3Y)Largest decline over 3 years | -98.08% | -9.86% | -88.22% |
Max Drawdown (5Y)Largest decline over 5 years | -98.08% | -12.49% | -85.59% |
Max Drawdown (10Y)Largest decline over 10 years | -98.08% | -26.09% | -71.99% |
Current DrawdownCurrent decline from peak | -97.36% | -2.50% | -94.86% |
Average DrawdownAverage peak-to-trough decline | -13.34% | -2.79% | -10.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.45% | 1.83% | -0.38% |
Volatility
ARCHX vs. CONWX - Volatility Comparison
Archer Balanced Fund (ARCHX) has a higher volatility of 2.07% compared to Concorde Wealth Management Fund (CONWX) at 1.88%. This indicates that ARCHX's price experiences larger fluctuations and is considered to be riskier than CONWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARCHX | CONWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.07% | 1.88% | +0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 6.34% | 5.07% | +1.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.24% | 7.07% | +1.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2,011.70% | 10.15% | +2,001.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1,421.37% | 10.99% | +1,410.38% |
ARCHX vs. CONWX - Expense Ratio Comparison
ARCHX has a 1.20% expense ratio, which is lower than CONWX's 1.41% expense ratio.
Dividends
ARCHX vs. CONWX - Dividend Comparison
ARCHX's dividend yield for the trailing twelve months is around 2.86%, less than CONWX's 3.43% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARCHX Archer Balanced Fund | 2.86% | 2.85% | 4.21% | 1.32% | 3.26% | 1.82% | 1.31% | 2.06% | 2.13% | 3.11% | 2.11% | 1.40% |
CONWX Concorde Wealth Management Fund | 3.43% | 3.69% | 10.55% | 2.16% | 7.85% | 3.63% | 3.86% | 2.16% | 5.09% | 2.48% | 0.00% | 0.00% |
Frequently Asked Questions
ARCHX and CONWX have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ARCHX has higher volatility (2.07%) compared to CONWX (1.88%). In terms of maximum drawdown, ARCHX dropped -98.08% vs CONWX's -26.09%.
ARCHX currently has the higher Sharpe Ratio (2.22 vs 2.15), 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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