ARDGX vs. TILVX
Compare and contrast key facts about Archer Dividend Growth Fund (ARDGX) and TIAA-CREF Large-Cap Value Index Fund (TILVX).
ARDGX is managed by Archer. It was launched on Sep 1, 2016. TILVX is managed by TIAA Investments. It was launched on Oct 1, 2002.
Performance
ARDGX vs. TILVX - Performance Comparison
Loading graphics...
ARDGX vs. TILVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARDGX Archer Dividend Growth Fund | 7.27% | 12.86% | 13.94% | 0.40% | 0.27% | 25.41% | -7.58% | 17.89% | -5.91% | 8.92% |
TILVX TIAA-CREF Large-Cap Value Index Fund | 2.07% | 15.81% | 14.26% | 11.49% | -7.57% | 25.05% | 2.90% | 26.48% | -8.38% | 9.96% |
Returns By Period
In the year-to-date period, ARDGX achieves a 7.27% return, which is significantly higher than TILVX's 2.07% return.
ARDGX
- 1D
- 1.16%
- 1M
- -3.10%
- YTD
- 7.27%
- 6M
- 8.50%
- 1Y
- 17.05%
- 3Y*
- 12.24%
- 5Y*
- 9.73%
- 10Y*
- —
TILVX
- 1D
- 2.11%
- 1M
- -4.67%
- YTD
- 2.07%
- 6M
- 5.80%
- 1Y
- 15.81%
- 3Y*
- 14.23%
- 5Y*
- 9.17%
- 10Y*
- 10.22%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ARDGX vs. TILVX - Expense Ratio Comparison
ARDGX has a 1.22% expense ratio, which is higher than TILVX's 0.05% expense ratio.
Return for Risk
ARDGX vs. TILVX — Risk / Return Rank
ARDGX
TILVX
ARDGX vs. TILVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Archer Dividend Growth Fund (ARDGX) and TIAA-CREF Large-Cap Value Index Fund (TILVX). 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.
| ARDGX | TILVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 1.01 | +0.32 |
Sortino ratioReturn per unit of downside risk | 1.83 | 1.46 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.22 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.30 | +0.44 |
Martin ratioReturn relative to average drawdown | 7.78 | 6.11 | +1.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ARDGX | TILVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 1.01 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.62 | -0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.58 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.45 | -0.45 |
Correlation
The correlation between ARDGX and TILVX is 0.90, 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
ARDGX vs. TILVX - Dividend Comparison
ARDGX's dividend yield for the trailing twelve months is around 2.37%, less than TILVX's 5.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARDGX Archer Dividend Growth Fund | 2.37% | 2.09% | 2.74% | 2.87% | 2.38% | 1.93% | 3.04% | 2.85% | 3.07% | 2.66% | 0.00% | 0.00% |
TILVX TIAA-CREF Large-Cap Value Index Fund | 5.84% | 5.96% | 3.04% | 4.90% | 4.57% | 3.77% | 2.26% | 7.05% | 4.68% | 2.01% | 3.14% | 4.24% |
Drawdowns
ARDGX vs. TILVX - Drawdown Comparison
The maximum ARDGX drawdown since its inception was -97.41%, which is greater than TILVX's maximum drawdown of -60.05%. Use the drawdown chart below to compare losses from any high point for ARDGX and TILVX.
Loading graphics...
Drawdown Indicators
| ARDGX | TILVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.41% | -60.05% | -37.36% |
Max Drawdown (1Y)Largest decline over 1 year | -10.19% | -11.79% | +1.60% |
Max Drawdown (5Y)Largest decline over 5 years | -97.41% | -19.00% | -78.41% |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.15% | — |
Current DrawdownCurrent decline from peak | -96.64% | -4.83% | -91.81% |
Average DrawdownAverage peak-to-trough decline | -17.08% | -8.32% | -8.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 2.51% | -0.22% |
Volatility
ARDGX vs. TILVX - Volatility Comparison
The current volatility for Archer Dividend Growth Fund (ARDGX) is 2.94%, while TIAA-CREF Large-Cap Value Index Fund (TILVX) has a volatility of 4.38%. This indicates that ARDGX experiences smaller price fluctuations and is considered to be less risky than TILVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ARDGX | TILVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.94% | 4.38% | -1.44% |
Volatility (6M)Calculated over the trailing 6-month period | 6.54% | 8.32% | -1.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.61% | 15.76% | -3.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2,087.08% | 14.82% | +2,072.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1,535.22% | 17.65% | +1,517.57% |