PortfoliosLab logoPortfoliosLab logo
ARINX vs. SSASX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ARINX vs. SSASX - Performance Comparison

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

Loading graphics...

ARINX vs. SSASX - Yearly Performance Comparison


2026 (YTD)20252024202320222021
ARINX
Archer Income Fund
-0.43%4.42%4.90%3.99%-6.84%0.37%
SSASX
State Street Income Fund
-0.61%7.49%-0.95%4.83%-13.74%0.59%

Returns By Period

In the year-to-date period, ARINX achieves a -0.43% return, which is significantly higher than SSASX's -0.61% 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%

SSASX

1D
0.51%
1M
-2.48%
YTD
-0.61%
6M
0.37%
1Y
3.71%
3Y*
2.41%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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


ARINX vs. SSASX - Expense Ratio Comparison

ARINX has a 0.98% expense ratio, which is higher than SSASX's 0.20% expense ratio.


Return for Risk

ARINX vs. SSASX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ARINX
ARINX Risk / Return Rank: 8787
Overall Rank
ARINX Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
ARINX Sortino Ratio Rank: 9191
Sortino Ratio Rank
ARINX Omega Ratio Rank: 8787
Omega Ratio Rank
ARINX Calmar Ratio Rank: 8282
Calmar Ratio Rank
ARINX Martin Ratio Rank: 8686
Martin Ratio Rank

SSASX
SSASX Risk / Return Rank: 4444
Overall Rank
SSASX Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
SSASX Sortino Ratio Rank: 4040
Sortino Ratio Rank
SSASX Omega Ratio Rank: 3030
Omega Ratio Rank
SSASX Calmar Ratio Rank: 6767
Calmar Ratio Rank
SSASX Martin Ratio Rank: 4242
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. SSASX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Archer Income Fund (ARINX) and State Street Income Fund (SSASX). 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.


ARINXSSASXDifference

Sharpe ratio

Return per unit of total volatility

1.86

0.90

+0.96

Sortino ratio

Return per unit of downside risk

2.62

1.28

+1.33

Omega ratio

Gain probability vs. loss probability

1.38

1.16

+0.22

Calmar ratio

Return relative to maximum drawdown

2.02

1.58

+0.44

Martin ratio

Return relative to average drawdown

9.01

4.37

+4.65

ARINX vs. SSASX - Sharpe Ratio Comparison

The current ARINX Sharpe Ratio is 1.86, which is higher than the SSASX Sharpe Ratio of 0.90. The chart below compares the historical Sharpe Ratios of ARINX and SSASX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


ARINXSSASXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.86

0.90

+0.96

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.00

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.00

-0.12

+0.12

Correlation

The correlation between ARINX and SSASX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

ARINX vs. SSASX - Dividend Comparison

ARINX's dividend yield for the trailing twelve months is around 3.20%, less than SSASX's 3.66% yield.


TTM20252024202320222021202020192018201720162015
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%
SSASX
State Street Income Fund
3.66%4.01%2.76%2.86%2.48%3.77%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

ARINX vs. SSASX - Drawdown Comparison

The maximum ARINX drawdown since its inception was -97.42%, which is greater than SSASX's maximum drawdown of -19.65%. Use the drawdown chart below to compare losses from any high point for ARINX and SSASX.


Loading graphics...

Drawdown Indicators


ARINXSSASXDifference

Max Drawdown

Largest peak-to-trough decline

-97.42%

-19.65%

-77.77%

Max Drawdown (1Y)

Largest decline over 1 year

-1.63%

-3.12%

+1.49%

Max Drawdown (5Y)

Largest decline over 5 years

-97.42%

Max Drawdown (10Y)

Largest decline over 10 years

-97.42%

Current Drawdown

Current decline from peak

-97.31%

-5.84%

-91.47%

Average Drawdown

Average peak-to-trough decline

-9.35%

-9.83%

+0.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.36%

1.13%

-0.77%

Volatility

ARINX vs. SSASX - Volatility Comparison

The current volatility for Archer Income Fund (ARINX) is 0.78%, while State Street Income Fund (SSASX) has a volatility of 1.60%. This indicates that ARINX experiences smaller price fluctuations and is considered to be less risky than SSASX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


ARINXSSASXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.78%

1.60%

-0.82%

Volatility (6M)

Calculated over the trailing 6-month period

1.17%

2.76%

-1.59%

Volatility (1Y)

Calculated over the trailing 1-year period

1.85%

4.82%

-2.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1,971.76%

6.56%

+1,965.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1,394.31%

6.56%

+1,387.75%