ARDGX vs. HTGC
ARDGX (Archer Dividend Growth Fund) is Large Cap Value Equities fund managed by Archer, while HTGC (Hercules Capital, Inc.) is a stock. Over the past 5 years, ARDGX returned 10.70%/yr vs 11.05%/yr for HTGC. Their 0.47 correlation means their historical movements had little consistent relationship.
Performance
ARDGX vs. HTGC - Performance Comparison
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Returns By Period
In the year-to-date period, ARDGX achieves a 19.07% return, which is significantly higher than HTGC's -5.31% return.
ARDGX
- 1D
- -0.47%
- 1M
- 3.32%
- 6M
- 13.03%
- YTD
- 19.07%
- 1Y
- 28.03%
- 3Y*
- 15.69%
- 5Y*
- 10.70%
- 10Y*
- —
- ALL TIME*
- 8.37%
HTGC
- 1D
- 3.01%
- 1M
- 5.45%
- 6M
- -3.83%
- YTD
- -5.31%
- 1Y
- -2.08%
- 3Y*
- 10.85%
- 5Y*
- 11.05%
- 10Y*
- 13.55%
- ALL TIME*
- 11.95%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $24.38M | $23.62M | $24.96M |
ARDGX vs. HTGC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARDGX Archer Dividend Growth Fund | 19.07% | 12.86% | 13.94% | 0.40% | 0.27% | 25.41% | -7.58% | 17.89% | -5.91% | 8.92% |
HTGC Hercules Capital, Inc. | -5.31% | 3.54% | 33.33% | 42.91% | -10.42% | 26.50% | 14.49% | 39.86% | -6.86% | 1.86% |
Correlation
The correlation between ARDGX and HTGC is 0.23, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.23 |
Correlation (3Y) Balances recent behavior with more history. | 0.40 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.48 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.47 |
Over the past year, the correlation between ARDGX and HTGC has dropped to 0.23 - well below their long-term average of 0.47, suggesting their price drivers have been diverging.
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Return for Risk
ARDGX vs. HTGC — Risk / Return Rank
ARDGX
HTGC
ARDGX vs. HTGC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Archer Dividend Growth Fund (ARDGX) and Hercules Capital, Inc. (HTGC). 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.
| ARDGX | HTGC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.85 | ||
| Sortino ratioReturn per unit of downside risk | +4.07 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.02 | +0.47 |
| Calmar ratioReturn relative to maximum drawdown | 4.98 | -0.00 | +4.98 |
| Martin ratioReturn relative to average drawdown | 20.52 | -0.00 | +20.52 |
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Drawdowns
ARDGX vs. HTGC - Drawdown Comparison
The maximum ARDGX drawdown since its inception was -76.19%, which is greater than HTGC's maximum drawdown of -68.21%. Use the drawdown chart below to compare losses from any high point for ARDGX and HTGC.
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Drawdown Indicators
| ARDGX | HTGC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.19% | -68.21% | -7.98% |
Max Drawdown (1Y)Largest decline over 1 year | -5.35% | -24.74% | +19.39% |
Max Drawdown (3Y)Largest decline over 3 years | -76.19% | -27.97% | -48.22% |
Max Drawdown (5Y)Largest decline over 5 years | -76.19% | -36.11% | -40.08% |
Max Drawdown (10Y)Largest decline over 10 years | — | -57.54% | — |
Current DrawdownCurrent decline from peak | -65.71% | -10.47% | -55.24% |
Average DrawdownAverage peak-to-trough decline | -15.58% | -10.89% | -4.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.30% | 11.73% | -10.43% |
Volatility
ARDGX vs. HTGC - Volatility Comparison
The current volatility for Archer Dividend Growth Fund (ARDGX) is 3.37%, while Hercules Capital, Inc. (HTGC) has a volatility of 6.80%. This indicates that ARDGX experiences smaller price fluctuations and is considered to be less risky than HTGC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARDGX | HTGC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.37% | 6.80% | -3.43% |
Volatility (6M)Calculated over the trailing 6-month period | 7.24% | 20.91% | -13.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.39% | 24.11% | -14.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 130.17% | 25.93% | +104.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 94.84% | 27.91% | +66.93% |
Dividends
ARDGX vs. HTGC - Dividend Comparison
ARDGX's dividend yield for the trailing twelve months is around 2.34%, less than HTGC's 13.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARDGX Archer Dividend Growth Fund | 2.34% | 2.09% | 2.74% | 2.87% | 2.38% | 1.93% | 3.04% | 2.85% | 3.07% | 2.66% | 0.00% | 0.00% |
HTGC Hercules Capital, Inc. | 13.40% | 9.99% | 9.56% | 11.40% | 13.77% | 9.76% | 9.02% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% |
Frequently Asked Questions
ARDGX and HTGC have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HTGC has higher volatility (6.80%) compared to ARDGX (3.37%). In terms of maximum drawdown, ARDGX dropped -76.19% vs HTGC's -68.21%.
ARDGX currently has the higher Sharpe Ratio (2.85 vs -0.00), 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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