ARINX vs. BCPIX
ARINX (Archer Income Fund) and BCPIX (Brandes Core Plus Fixed Income Fund) are both Intermediate Core-Plus Bond funds. Over the past 10 years, ARINX returned 2.18%/yr vs 1.77%/yr for BCPIX. A 0.67 correlation means they provide meaningful diversification when combined. ARINX charges 0.98%/yr vs 0.30%/yr for BCPIX.
Performance
ARINX vs. BCPIX - Performance Comparison
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Returns By Period
In the year-to-date period, ARINX achieves a 0.64% return, which is significantly higher than BCPIX's 0.28% return. Over the past 10 years, ARINX has outperformed BCPIX with an annualized return of 2.18%, while BCPIX has yielded a comparatively lower 1.77% annualized return.
ARINX
- 1D
- 0.00%
- 1M
- 0.46%
- YTD
- 0.64%
- 6M
- 0.75%
- 1Y
- 3.62%
- 3Y*
- 4.67%
- 5Y*
- 1.35%
- 10Y*
- 2.18%
BCPIX
- 1D
- 0.24%
- 1M
- 1.25%
- YTD
- 0.28%
- 6M
- 0.80%
- 1Y
- 4.15%
- 3Y*
- 4.27%
- 5Y*
- 0.76%
- 10Y*
- 1.77%
ARINX vs. BCPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARINX Archer Income Fund | 0.64% | 4.42% | 4.90% | 3.99% | -6.84% | 1.52% | 4.29% | 6.19% | 0.35% | 3.18% |
BCPIX Brandes Core Plus Fixed Income Fund | 0.28% | 6.71% | 1.98% | 6.70% | -10.78% | -0.34% | 5.77% | 6.65% | -0.45% | 2.74% |
Correlation
The correlation between ARINX and BCPIX is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.83 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.82 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.78 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Mar 9, 2011 | 0.67 |
The correlation between ARINX and BCPIX shifts across timeframes, from 0.67 (all time) to 0.83 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
ARINX vs. BCPIX — Risk / Return Rank
ARINX
BCPIX
ARINX vs. BCPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Archer Income Fund (ARINX) and Brandes Core Plus Fixed Income Fund (BCPIX). 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 | BCPIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.92 | ||
| Sortino ratioReturn per unit of downside risk | +1.36 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.21 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 2.39 | 1.59 | +0.80 |
| Martin ratioReturn relative to average drawdown | 7.95 | 4.67 | +3.27 |
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Drawdowns
ARINX vs. BCPIX - Drawdown Comparison
The maximum ARINX drawdown since its inception was -9.38%, smaller than the maximum BCPIX drawdown of -22.43%. Use the drawdown chart below to compare losses from any high point for ARINX and BCPIX.
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Drawdown Indicators
| ARINX | BCPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.38% | -22.43% | +13.05% |
Max Drawdown (1Y)Largest decline over 1 year | -1.57% | -2.63% | +1.06% |
Max Drawdown (3Y)Largest decline over 3 years | -1.57% | -5.44% | +3.87% |
Max Drawdown (5Y)Largest decline over 5 years | -9.38% | -15.19% | +5.81% |
Max Drawdown (10Y)Largest decline over 10 years | -9.38% | -15.19% | +5.81% |
Current DrawdownCurrent decline from peak | -0.57% | -0.93% | +0.36% |
Average DrawdownAverage peak-to-trough decline | -1.72% | -4.25% | +2.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.47% | 0.89% | -0.42% |
Volatility
ARINX vs. BCPIX - Volatility Comparison
The current volatility for Archer Income Fund (ARINX) is 0.65%, while Brandes Core Plus Fixed Income Fund (BCPIX) has a volatility of 1.17%. This indicates that ARINX experiences smaller price fluctuations and is considered to be less risky than BCPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARINX | BCPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.65% | 1.17% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 1.49% | 2.69% | -1.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.80% | 3.55% | -1.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.07% | 5.10% | -3.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.97% | 4.18% | -2.21% |
ARINX vs. BCPIX - Expense Ratio Comparison
ARINX has a 0.98% expense ratio, which is higher than BCPIX's 0.30% expense ratio.
Dividends
ARINX vs. BCPIX - Dividend Comparison
ARINX's dividend yield for the trailing twelve months is around 3.58%, less than BCPIX's 4.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARINX Archer Income Fund | 3.58% | 2.72% | 3.77% | 3.15% | 2.72% | 2.56% | 2.66% | 2.69% | 2.84% | 2.94% | 2.84% | 2.79% |
BCPIX Brandes Core Plus Fixed Income Fund | 4.21% | 4.32% | 3.67% | 2.91% | 2.54% | 1.89% | 1.76% | 2.77% | 2.90% | 2.49% | 2.84% | 2.72% |
Frequently Asked Questions
ARINX and BCPIX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BCPIX has higher volatility (1.17%) compared to ARINX (0.65%). In terms of maximum drawdown, ARINX dropped -9.38% vs BCPIX's -22.43%.
ARINX currently has the higher Sharpe Ratio (2.09 vs 1.17), 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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