ARINX vs. ARCHX
Compare and contrast key facts about Archer Income Fund (ARINX) and Archer Balanced Fund (ARCHX).
ARINX is managed by Archer. It was launched on Mar 11, 2011. ARCHX is managed by Archer. It was launched on Sep 19, 2005.
Performance
ARINX vs. ARCHX - Performance Comparison
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ARINX vs. ARCHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARINX Archer Income Fund | -0.26% | 4.42% | 4.90% | 3.99% | -6.84% | 1.52% | 4.29% | 6.19% | 0.35% | 3.18% |
ARCHX Archer Balanced Fund | 1.02% | 14.85% | 12.15% | 13.52% | -11.55% | 17.58% | 6.19% | 21.07% | -6.87% | 13.74% |
Returns By Period
In the year-to-date period, ARINX achieves a -0.26% return, which is significantly lower than ARCHX's 1.02% return. Over the past 10 years, ARINX has underperformed ARCHX with an annualized return of 2.31%, while ARCHX has yielded a comparatively higher 8.18% annualized 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%
ARCHX
- 1D
- 1.85%
- 1M
- -4.81%
- YTD
- 1.02%
- 6M
- 4.39%
- 1Y
- 18.32%
- 3Y*
- 12.90%
- 5Y*
- 7.93%
- 10Y*
- 8.18%
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ARINX vs. ARCHX - Expense Ratio Comparison
ARINX has a 0.98% expense ratio, which is lower than ARCHX's 1.20% expense ratio.
Return for Risk
ARINX vs. ARCHX — Risk / Return Rank
ARINX
ARCHX
ARINX vs. ARCHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Archer Income Fund (ARINX) and Archer Balanced Fund (ARCHX). 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 | ARCHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.94 | 1.67 | +0.27 |
Sortino ratioReturn per unit of downside risk | 2.75 | 2.43 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.36 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.20 | 2.55 | -0.36 |
Martin ratioReturn relative to average drawdown | 9.50 | 11.81 | -2.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ARINX | ARCHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.94 | 1.67 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.00 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.00 | 0.01 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.01 | 0.00 |
Correlation
The correlation between ARINX and ARCHX is 0.10, 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. ARCHX - Dividend Comparison
ARINX's dividend yield for the trailing twelve months is around 3.20%, more than ARCHX's 2.82% 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% |
ARCHX Archer Balanced Fund | 2.82% | 2.85% | 4.21% | 1.32% | 3.26% | 1.82% | 1.31% | 2.06% | 2.13% | 3.11% | 2.11% | 1.40% |
Drawdowns
ARINX vs. ARCHX - Drawdown Comparison
The maximum ARINX drawdown since its inception was -97.42%, roughly equal to the maximum ARCHX drawdown of -98.08%. Use the drawdown chart below to compare losses from any high point for ARINX and ARCHX.
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Drawdown Indicators
| ARINX | ARCHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.42% | -98.08% | +0.66% |
Max Drawdown (1Y)Largest decline over 1 year | -1.63% | -7.47% | +5.84% |
Max Drawdown (5Y)Largest decline over 5 years | -97.42% | -98.08% | +0.66% |
Max Drawdown (10Y)Largest decline over 10 years | -97.42% | -98.08% | +0.66% |
Current DrawdownCurrent decline from peak | -97.30% | -97.55% | +0.25% |
Average DrawdownAverage peak-to-trough decline | -9.37% | -12.03% | +2.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.38% | 1.62% | -1.24% |
Volatility
ARINX vs. ARCHX - Volatility Comparison
The current volatility for Archer Income Fund (ARINX) is 0.81%, while Archer Balanced Fund (ARCHX) has a volatility of 3.44%. This indicates that ARINX experiences smaller price fluctuations and is considered to be less risky than ARCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARINX | ARCHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.81% | 3.44% | -2.63% |
Volatility (6M)Calculated over the trailing 6-month period | 1.18% | 6.38% | -5.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.85% | 11.04% | -9.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1,971.76% | 2,319.56% | -347.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1,394.31% | 1,640.12% | -245.81% |