ARINX vs. ARSKX
ARINX (Archer Income Fund) and ARSKX (Archer Stock Fund) are both mutual funds - ARINX is a Intermediate Core-Plus Bond fund managed by Archer, while ARSKX is a Large Cap Blend Equities fund managed by Archer. Over the past 10 years, ARINX returned 2.19%/yr vs 13.16%/yr for ARSKX. At a 0.06 correlation, their price movements are largely independent. ARINX charges 0.98%/yr vs 1.23%/yr for ARSKX.
Performance
ARINX vs. ARSKX - Performance Comparison
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Returns By Period
In the year-to-date period, ARINX achieves a 0.86% return, which is significantly lower than ARSKX's 9.08% return. Over the past 10 years, ARINX has underperformed ARSKX with an annualized return of 2.19%, while ARSKX has yielded a comparatively higher 13.16% annualized 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%
ARSKX
- 1D
- 0.13%
- 1M
- 0.90%
- YTD
- 9.08%
- 6M
- 8.04%
- 1Y
- 21.26%
- 3Y*
- 19.90%
- 5Y*
- 10.97%
- 10Y*
- 13.16%
ARINX vs. ARSKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARINX Archer Income Fund | 0.86% | 4.42% | 4.90% | 3.99% | -6.84% | 1.52% | 4.29% | 6.19% | 0.35% | 3.18% |
ARSKX Archer Stock Fund | 9.08% | 15.53% | 22.88% | 25.45% | -20.28% | 23.67% | 24.22% | 24.78% | -11.29% | 19.49% |
Correlation
The correlation between ARINX and ARSKX is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since Mar 9, 2011 | 0.06 |
Over the past year, ARINX and ARSKX have become more correlated (0.38) than their long-term average of 0.06, meaning their price movements have been converging.
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Return for Risk
ARINX vs. ARSKX — Risk / Return Rank
ARINX
ARSKX
ARINX vs. ARSKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Archer Income Fund (ARINX) and Archer Stock Fund (ARSKX). 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.
| ARINX | ARSKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.36 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.33 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.28 | 2.25 | +0.03 |
| Martin ratioReturn relative to average drawdown | 7.52 | 9.75 | -2.23 |
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Drawdowns
ARINX vs. ARSKX - Drawdown Comparison
The maximum ARINX drawdown since its inception was -9.38%, smaller than the maximum ARSKX drawdown of -94.07%. Use the drawdown chart below to compare losses from any high point for ARINX and ARSKX.
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Drawdown Indicators
| ARINX | ARSKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.38% | -94.07% | +84.69% |
Max Drawdown (1Y)Largest decline over 1 year | -1.57% | -9.55% | +7.98% |
Max Drawdown (3Y)Largest decline over 3 years | -1.57% | -94.07% | +92.50% |
Max Drawdown (5Y)Largest decline over 5 years | -9.38% | -94.07% | +84.69% |
Max Drawdown (10Y)Largest decline over 10 years | -9.38% | -94.07% | +84.69% |
Current DrawdownCurrent decline from peak | -0.35% | -91.41% | +91.06% |
Average DrawdownAverage peak-to-trough decline | -1.72% | -14.95% | +13.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.48% | 2.20% | -1.72% |
Volatility
ARINX vs. ARSKX - Volatility Comparison
The current volatility for Archer Income Fund (ARINX) is 0.62%, while Archer Stock Fund (ARSKX) has a volatility of 4.44%. This indicates that ARINX experiences smaller price fluctuations and is considered to be less risky than ARSKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARINX | ARSKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.62% | 4.44% | -3.82% |
Volatility (6M)Calculated over the trailing 6-month period | 1.50% | 8.94% | -7.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.81% | 11.62% | -9.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.08% | 517.48% | -515.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.97% | 365.80% | -363.83% |
ARINX vs. ARSKX - Expense Ratio Comparison
ARINX has a 0.98% expense ratio, which is lower than ARSKX's 1.23% expense ratio.
Dividends
ARINX vs. ARSKX - Dividend Comparison
ARINX's dividend yield for the trailing twelve months is around 3.57%, less than ARSKX's 12.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ARSKX Archer Stock Fund | 12.32% | 13.32% | 16.40% | 6.77% | 2.88% | 3.99% | 0.13% | 4.99% | 2.93% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ARINX and ARSKX have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ARSKX has higher volatility (4.44%) compared to ARINX (0.62%). In terms of maximum drawdown, ARINX dropped -9.38% vs ARSKX's -94.07%.
ARINX currently has the higher Sharpe Ratio (1.99 vs 1.85), 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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