ARINX vs. GUGAX
Compare and contrast key facts about Archer Income Fund (ARINX) and GMO Multi-Sector Fixed Income Fund (GUGAX).
ARINX is managed by Archer. It was launched on Mar 11, 2011. GUGAX is managed by GMO. It was launched on Apr 30, 1997.
Performance
ARINX vs. GUGAX - Performance Comparison
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ARINX vs. GUGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARINX Archer Income Fund | -0.43% | 4.42% | 4.90% | 3.99% | -6.84% | 1.52% | 4.29% | 6.19% | 0.35% | 3.18% |
GUGAX GMO Multi-Sector Fixed Income Fund | 0.96% | 7.29% | 0.96% | 6.02% | -14.52% | -3.17% | 4.91% | 9.66% | 2.13% | 4.44% |
Returns By Period
In the year-to-date period, ARINX achieves a -0.43% return, which is significantly lower than GUGAX's 0.96% return. Over the past 10 years, ARINX has outperformed GUGAX with an annualized return of 2.29%, while GUGAX has yielded a comparatively lower 1.60% annualized 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%
GUGAX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.96%
- 6M
- 1.90%
- 1Y
- 5.20%
- 3Y*
- 4.05%
- 5Y*
- 0.13%
- 10Y*
- 1.60%
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ARINX vs. GUGAX - Expense Ratio Comparison
ARINX has a 0.98% expense ratio, which is higher than GUGAX's 0.45% expense ratio.
Return for Risk
ARINX vs. GUGAX — Risk / Return Rank
ARINX
GUGAX
ARINX vs. GUGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Archer Income Fund (ARINX) and GMO Multi-Sector Fixed Income Fund (GUGAX). 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 | GUGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.86 | 1.36 | +0.50 |
Sortino ratioReturn per unit of downside risk | 2.62 | 1.98 | +0.64 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.26 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.02 | 1.80 | +0.22 |
Martin ratioReturn relative to average drawdown | 9.01 | 6.66 | +2.36 |
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 | GUGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 1.36 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.02 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.00 | 0.30 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.08 | -0.08 |
Correlation
The correlation between ARINX and GUGAX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ARINX vs. GUGAX - Dividend Comparison
ARINX's dividend yield for the trailing twelve months is around 3.20%, less than GUGAX's 4.52% 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% |
GUGAX GMO Multi-Sector Fixed Income Fund | 4.52% | 3.69% | 4.34% | 0.00% | 1.94% | 2.90% | 7.96% | 5.74% | 5.08% | 2.43% | 3.29% | 1.76% |
Drawdowns
ARINX vs. GUGAX - Drawdown Comparison
The maximum ARINX drawdown since its inception was -97.42%, which is greater than GUGAX's maximum drawdown of -38.57%. Use the drawdown chart below to compare losses from any high point for ARINX and GUGAX.
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Drawdown Indicators
| ARINX | GUGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.42% | -38.57% | -58.85% |
Max Drawdown (1Y)Largest decline over 1 year | -1.63% | -3.08% | +1.45% |
Max Drawdown (5Y)Largest decline over 5 years | -97.42% | -20.53% | -76.89% |
Max Drawdown (10Y)Largest decline over 10 years | -97.42% | -23.06% | -74.36% |
Current DrawdownCurrent decline from peak | -97.31% | -6.72% | -90.59% |
Average DrawdownAverage peak-to-trough decline | -9.35% | -11.29% | +1.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.36% | 0.84% | -0.48% |
Volatility
ARINX vs. GUGAX - Volatility Comparison
Archer Income Fund (ARINX) has a higher volatility of 0.78% compared to GMO Multi-Sector Fixed Income Fund (GUGAX) at 0.00%. This indicates that ARINX's price experiences larger fluctuations and is considered to be riskier than GUGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARINX | GUGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.78% | 0.00% | +0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 1.17% | 1.84% | -0.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.85% | 4.03% | -2.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1,971.76% | 6.57% | +1,965.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1,394.31% | 5.44% | +1,388.87% |