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ARINX vs. ACGYX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ARINX vs. ACGYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Archer Income Fund (ARINX) and AB Income Fund (ACGYX). The values are adjusted to include any dividend payments, if applicable.

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ARINX vs. ACGYX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ARINX
Archer Income Fund
-0.26%4.42%4.90%3.99%-6.84%1.52%4.29%6.19%0.35%3.18%
ACGYX
AB Income Fund
-0.77%7.86%2.07%6.16%-15.45%-1.30%6.88%11.25%-1.21%6.33%

Returns By Period

In the year-to-date period, ARINX achieves a -0.26% return, which is significantly higher than ACGYX's -0.77% return.


ARINX

1D
0.17%
1M
-1.25%
YTD
-0.26%
6M
0.44%
1Y
3.40%
3Y*
4.36%
5Y*
1.36%
10Y*
2.31%

ACGYX

1D
0.31%
1M
-2.15%
YTD
-0.77%
6M
0.12%
1Y
3.53%
3Y*
4.15%
5Y*
-0.03%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ARINX vs. ACGYX - Expense Ratio Comparison

ARINX has a 0.98% expense ratio, which is higher than ACGYX's 0.54% expense ratio.


Return for Risk

ARINX vs. ACGYX — Risk / Return Rank

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

ARINX
ARINX Risk / Return Rank: 8787
Overall Rank
ARINX Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
ARINX Sortino Ratio Rank: 9191
Sortino Ratio Rank
ARINX Omega Ratio Rank: 8888
Omega Ratio Rank
ARINX Calmar Ratio Rank: 8282
Calmar Ratio Rank
ARINX Martin Ratio Rank: 8585
Martin Ratio Rank

ACGYX
ACGYX Risk / Return Rank: 3434
Overall Rank
ACGYX Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
ACGYX Sortino Ratio Rank: 3030
Sortino Ratio Rank
ACGYX Omega Ratio Rank: 2424
Omega Ratio Rank
ACGYX Calmar Ratio Rank: 4747
Calmar Ratio Rank
ACGYX Martin Ratio Rank: 3636
Martin Ratio Rank
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.

ARINX vs. ACGYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Archer Income Fund (ARINX) and AB Income Fund (ACGYX). 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.


ARINXACGYXDifference

Sharpe ratio

Return per unit of total volatility

1.94

0.82

+1.12

Sortino ratio

Return per unit of downside risk

2.75

1.16

+1.59

Omega ratio

Gain probability vs. loss probability

1.39

1.15

+0.25

Calmar ratio

Return relative to maximum drawdown

2.20

1.28

+0.92

Martin ratio

Return relative to average drawdown

9.50

4.08

+5.41

ARINX vs. ACGYX - Sharpe Ratio Comparison

The current ARINX Sharpe Ratio is 1.94, which is higher than the ACGYX Sharpe Ratio of 0.82. The chart below compares the historical Sharpe Ratios of ARINX and ACGYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ARINXACGYXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.94

0.82

+1.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.00

-0.00

+0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.00

0.40

-0.40

Correlation

The correlation between ARINX and ACGYX is 0.71, 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

ARINX vs. ACGYX - Dividend Comparison

ARINX's dividend yield for the trailing twelve months is around 3.20%, less than ACGYX's 4.60% yield.


TTM20252024202320222021202020192018201720162015
ARINX
Archer Income Fund
3.20%2.72%3.77%3.15%2.72%2.56%2.66%2.69%2.84%2.94%2.84%2.79%
ACGYX
AB Income Fund
4.60%5.02%5.38%4.04%3.99%2.95%3.80%4.50%4.54%5.84%3.23%0.00%

Drawdowns

ARINX vs. ACGYX - Drawdown Comparison

The maximum ARINX drawdown since its inception was -97.42%, which is greater than ACGYX's maximum drawdown of -21.58%. Use the drawdown chart below to compare losses from any high point for ARINX and ACGYX.


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Drawdown Indicators


ARINXACGYXDifference

Max Drawdown

Largest peak-to-trough decline

-97.42%

-21.58%

-75.84%

Max Drawdown (1Y)

Largest decline over 1 year

-1.63%

-3.36%

+1.73%

Max Drawdown (5Y)

Largest decline over 5 years

-97.42%

-21.58%

-75.84%

Max Drawdown (10Y)

Largest decline over 10 years

-97.42%

Current Drawdown

Current decline from peak

-97.30%

-3.54%

-93.76%

Average Drawdown

Average peak-to-trough decline

-9.37%

-5.45%

-3.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.38%

1.05%

-0.67%

Volatility

ARINX vs. ACGYX - Volatility Comparison

The current volatility for Archer Income Fund (ARINX) is 0.81%, while AB Income Fund (ACGYX) has a volatility of 1.70%. This indicates that ARINX experiences smaller price fluctuations and is considered to be less risky than ACGYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ARINXACGYXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.81%

1.70%

-0.89%

Volatility (6M)

Calculated over the trailing 6-month period

1.18%

2.78%

-1.60%

Volatility (1Y)

Calculated over the trailing 1-year period

1.85%

4.71%

-2.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1,971.76%

6.45%

+1,965.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1,394.31%

5.44%

+1,388.87%