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ARINX vs. ALSMX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

ARINX vs. ALSMX

Last updated Jun 26, 2026

ARINX (Archer Income Fund) and ALSMX (Archer Multi Cap Fund) are both mutual funds - ARINX is a Intermediate Core-Plus Bond fund managed by Archer, while ALSMX is a Large Cap Blend Equities fund managed by Archer. Over the past 5 years, ARINX returned 1.38%/yr vs 12.34%/yr for ALSMX. At a 0.23 correlation, their price movements are largely independent. ARINX charges 0.98%/yr vs 0.96%/yr for ALSMX.

Performance

ARINX vs. ALSMX - Performance Comparison

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

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Returns By Period

In the year-to-date period, ARINX achieves a 0.86% return, which is significantly lower than ALSMX's 24.45% return.

ARINX

1D
0.22%
1M
0.35%
YTD
0.86%
6M
0.91%
1Y
3.51%
3Y*
4.75%
5Y*
1.38%
10Y*
2.19%

ALSMX

1D
0.21%
1M
-1.21%
YTD
24.45%
6M
22.16%
1Y
39.02%
3Y*
24.46%
5Y*
12.34%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

ARINX vs. ALSMX - Yearly Performance Comparison

2026 (YTD)2025202420232022202120202019
ARINX
Archer Income Fund		0.86%4.42%4.90%3.99%-6.84%1.52%4.29%0.00%
ALSMX
Archer Multi Cap Fund		24.45%11.47%21.78%25.14%-20.12%16.58%16.01%0.00%

Correlation

The correlation between ARINX and ALSMX is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.32

Correlation (3Y)
Calculated over the trailing 3-year period

0.25

Correlation (5Y)
Calculated over the trailing 5-year period

0.23

Correlation (All Time)
Calculated using the full available price history since Dec 31, 2019

0.23

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Archer Income Fund

Archer Multi Cap Fund

Often compared with ARINX:
ARINX vs. MDVAXARINX vs. BCPIXARINX vs. AMFIXARINX vs. GUGAXARINX vs. NPCTARINX vs. JAFLXARINX vs. HOBIX
Often compared with ALSMX:
ALSMX vs. ARDGXALSMX vs. ARCHXALSMX vs. ARSKXALSMX vs. AFOCXALSMX vs. AFNIXALSMX vs. WFIVXALSMX vs. PRBLX

Return for Risk

ARINX vs. ALSMX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ARINX
ARINX Risk / Return Rank: 6161
Overall Rank
ARINX Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
ARINX Sortino Ratio Rank: 7474
Sortino Ratio Rank
ARINX Omega Ratio Rank: 7676
Omega Ratio Rank
ARINX Calmar Ratio Rank: 4747
Calmar Ratio Rank
ARINX Martin Ratio Rank: 4141
Martin Ratio Rank
ALSMX
ALSMX Risk / Return Rank: 8383
Overall Rank
ALSMX Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
ALSMX Sortino Ratio Rank: 7777
Sortino Ratio Rank
ALSMX Omega Ratio Rank: 7474
Omega Ratio Rank
ALSMX Calmar Ratio Rank: 9191
Calmar Ratio Rank
ALSMX Martin Ratio Rank: 9494
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. ALSMX - Risk-Adjusted Trends Comparison

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

ARINXALSMXDifference
Sharpe ratioReturn per unit of total volatility
1.99
2.26

-0.27

Sortino ratioReturn per unit of downside risk
2.98
3.08

-0.10

Omega ratioGain probability vs. loss probability

1.40

1.40

+0.01

Calmar ratioReturn relative to maximum drawdown

2.28

4.09

-1.81

Martin ratioReturn relative to average drawdown

7.52

17.35

-9.83

ARINX vs. ALSMX - Sharpe Ratio Comparison

The current ARINX Sharpe Ratio is 1.99, which is comparable to the ALSMX Sharpe Ratio of 2.26. The chart below compares the historical Sharpe Ratios of ARINX and ALSMX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

ARINX vs. ALSMX - Drawdown Comparison

The maximum ARINX drawdown since its inception was -9.38%, smaller than the maximum ALSMX drawdown of -97.87%. Use the drawdown chart below to compare losses from any high point for ARINX and ALSMX.

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Drawdown Indicators

ARINXALSMXDifference

Max Drawdown

Largest peak-to-trough decline

-9.38%

-97.87%

+88.49%

Max Drawdown (1Y)

Largest decline over 1 year

-1.57%

-9.42%

+7.85%

Max Drawdown (3Y)

Largest decline over 3 years

-1.57%

-97.87%

+96.30%

Max Drawdown (5Y)

Largest decline over 5 years

-9.38%

-97.87%

+88.49%

Max Drawdown (10Y)

Largest decline over 10 years

-9.38%

—

—

Current Drawdown

Current decline from peak

-0.35%

-96.45%

+96.10%

Average Drawdown

Average peak-to-trough decline

-1.72%

-28.61%

+26.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.48%

2.22%

-1.74%

Volatility

ARINX vs. ALSMX - Volatility Comparison

The current volatility for Archer Income Fund (ARINX) is 0.62%, while Archer Multi Cap Fund (ALSMX) has a volatility of 6.63%. This indicates that ARINX experiences smaller price fluctuations and is considered to be less risky than ALSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

ARINXALSMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.62%

6.63%

-6.01%

Volatility (6M)

Calculated over the trailing 6-month period

1.50%

14.36%

-12.86%

Volatility (1Y)

Calculated over the trailing 1-year period

1.81%

17.07%

-15.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.08%

1,292.58%

-1,290.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.97%

1,135.32%

-1,133.35%

ARINX vs. ALSMX - Expense Ratio Comparison

ARINX has a 0.98% expense ratio, which is higher than ALSMX's 0.96% expense ratio.

Dividends

ARINX vs. ALSMX - Dividend Comparison

ARINX's dividend yield for the trailing twelve months is around 3.57%, less than ALSMX's 5.75% yield.

PositionTTM20252024202320222021202020192018201720162015
ALSMX
Archer Multi Cap Fund		5.75%7.16%3.62%0.46%7.12%1.62%0.43%0.00%0.00%0.00%0.00%0.00%
ARINX
Archer Income Fund		3.57%2.72%3.77%3.15%2.72%2.56%2.66%2.69%2.84%2.94%2.84%2.79%

Frequently Asked Questions

ARINX and ALSMX have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ALSMX has higher volatility (6.63%) compared to ARINX (0.62%). In terms of maximum drawdown, ARINX dropped -9.38% vs ALSMX's -97.87%.

ALSMX currently has the higher Sharpe Ratio (2.26 vs 1.99), 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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