ARINX vs. AFOCX

Last updated Apr 1, 2026

Compare and contrast key facts about Archer Income Fund (ARINX) and Archer Focus Fund (AFOCX).

ARINX is managed by Archer. It was launched on Mar 11, 2011. AFOCX is managed by Archer. It was launched on Dec 31, 2019.

Performance

ARINX vs. AFOCX - Performance Comparison

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

ARINX vs. AFOCX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
ARINX Archer Income Fund	-0.43%	4.42%	4.90%	3.99%	-6.84%	1.52%	4.29%
AFOCX Archer Focus Fund	-4.49%	0.73%	29.35%	14.14%	-9.32%	19.98%	10.13%

Returns By Period

In the year-to-date period, ARINX achieves a -0.43% return, which is significantly higher than AFOCX's -4.49% return.

ARINX

• 1D: -0.06%
• 1M: -1.63%
• YTD: -0.43%
• 6M: 0.38%
• 1Y: 3.40%
• 3Y*: 4.30%
• 5Y*: 1.33%
• 10Y*: 2.29%

AFOCX

• 1D: -0.45%
• 1M: -8.33%
• YTD: -4.49%
• 6M: -6.17%
• 1Y: -0.02%
• 3Y*: 10.15%
• 5Y*: 7.95%
• 10Y*: —

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

ARINX vs. AFOCX - Expense Ratio Comparison

ARINX has a 0.98% expense ratio, which is lower than AFOCX's 3.29% expense ratio.

AFOCX

Archer Focus Fund

ARINX

Archer Income Fund

Return for Risk

ARINX vs. AFOCX — Risk / Return Rank

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

ARINX

ARINX Risk / Return Rank: 87
ARINX Sharpe Ratio Rank: 90
ARINX Sortino Ratio Rank: 91
ARINX Omega Ratio Rank: 87
ARINX Calmar Ratio Rank: 82
ARINX Martin Ratio Rank: 86

AFOCX

AFOCX Risk / Return Rank: 6
AFOCX Sharpe Ratio Rank: 6
AFOCX Sortino Ratio Rank: 6
AFOCX Omega Ratio Rank: 6
AFOCX Calmar Ratio Rank: 6
AFOCX Martin Ratio Rank: 5

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. AFOCX - Risk-Adjusted Trends Comparison

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

	ARINX	AFOCX	Difference
Sharpe ratio Return per unit of total volatility	1.86	0.05	+1.81
Sortino ratio Return per unit of downside risk	2.62	0.19	+2.42
Omega ratio Gain probability vs. loss probability	1.38	1.02	+0.35
Calmar ratio Return relative to maximum drawdown	2.02	-0.04	+2.07
Martin ratio Return relative to average drawdown	9.01	-0.17	+9.18
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ARINX vs. AFOCX - Sharpe Ratio Comparison

The current ARINX Sharpe Ratio is 1.86, which is higher than the AFOCX Sharpe Ratio of 0.05. The chart below compares the historical Sharpe Ratios of ARINX and AFOCX, 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

	ARINX	AFOCX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.86	0.05	+1.81
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.00	0.01	-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	0.02	-0.02

Correlation

The correlation between ARINX and AFOCX is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

ARINX vs. AFOCX - Dividend Comparison

ARINX's dividend yield for the trailing twelve months is around 3.20%, more than AFOCX's 2.76% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
AFOCX Archer Focus Fund	2.76%	2.63%	22.61%	1.65%	6.64%	9.74%	0.57%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

ARINX vs. AFOCX - Drawdown Comparison

The maximum ARINX drawdown since its inception was -97.42%, which is greater than AFOCX's maximum drawdown of -91.99%. Use the drawdown chart below to compare losses from any high point for ARINX and AFOCX.

Drawdown Indicators

	ARINX	AFOCX	Difference
Max Drawdown Largest peak-to-trough decline	-97.42%	-91.99%	-5.43%
Max Drawdown (1Y) Largest decline over 1 year	-1.63%	-11.25%	+9.62%
Max Drawdown (5Y) Largest decline over 5 years	-97.42%	-91.99%	-5.43%
Max Drawdown (10Y) Largest decline over 10 years	-97.42%	—	—
Current Drawdown Current decline from peak	-97.31%	-91.03%	-6.28%
Average Drawdown Average peak-to-trough decline	-9.35%	-21.09%	+11.74%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.36%	2.98%	-2.62%

Volatility

ARINX vs. AFOCX - Volatility Comparison

The current volatility for Archer Income Fund (ARINX) is 0.78%, while Archer Focus Fund (AFOCX) has a volatility of 4.28%. This indicates that ARINX experiences smaller price fluctuations and is considered to be less risky than AFOCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ARINX	AFOCX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.78%	4.28%	-3.50%
Volatility (6M) Calculated over the trailing 6-month period	1.17%	9.03%	-7.86%
Volatility (1Y) Calculated over the trailing 1-year period	1.85%	16.52%	-14.67%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	1,971.76%	570.31%	+1,401.45%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	1,394.31%	510.77%	+883.54%