ARSKX vs. ARDGX

Last updated Apr 2, 2026

Compare and contrast key facts about Archer Stock Fund (ARSKX) and Archer Dividend Growth Fund (ARDGX).

ARSKX is managed by Archer. It was launched on Mar 11, 2011. ARDGX is managed by Archer. It was launched on Sep 1, 2016.

Performance

ARSKX vs. ARDGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Archer Stock Fund (ARSKX) and Archer Dividend Growth Fund (ARDGX). The values are adjusted to include any dividend payments, if applicable.

ARSKX vs. ARDGX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ARSKX Archer Stock Fund	-3.75%	15.53%	22.88%	25.45%	-20.28%	23.67%	24.22%	24.78%	-11.29%	18.35%
ARDGX Archer Dividend Growth Fund	7.27%	12.86%	13.94%	0.40%	0.27%	25.41%	-7.58%	17.89%	-5.91%	8.92%

Returns By Period

In the year-to-date period, ARSKX achieves a -3.75% return, which is significantly lower than ARDGX's 7.27% return.

ARSKX

• 1D: 2.75%
• 1M: -5.88%
• YTD: -3.75%
• 6M: -1.95%
• 1Y: 14.88%
• 3Y*: 17.48%
• 5Y*: 9.63%
• 10Y*: 11.26%

ARDGX

• 1D: 1.16%
• 1M: -3.10%
• YTD: 7.27%
• 6M: 8.50%
• 1Y: 17.05%
• 3Y*: 12.24%
• 5Y*: 9.73%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ARSKX vs. ARDGX - Expense Ratio Comparison

ARSKX has a 1.23% expense ratio, which is higher than ARDGX's 1.22% expense ratio.

ARSKX

Archer Stock Fund

ARDGX

Archer Dividend Growth Fund

Return for Risk

ARSKX vs. ARDGX — Risk / Return Rank

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

ARSKX

ARSKX Risk / Return Rank: 44
ARSKX Sharpe Ratio Rank: 37
ARSKX Sortino Ratio Rank: 40
ARSKX Omega Ratio Rank: 41
ARSKX Calmar Ratio Rank: 49
ARSKX Martin Ratio Rank: 53

ARDGX

ARDGX Risk / Return Rank: 70
ARDGX Sharpe Ratio Rank: 71
ARDGX Sortino Ratio Rank: 69
ARDGX Omega Ratio Rank: 66
ARDGX Calmar Ratio Rank: 70
ARDGX Martin Ratio Rank: 76

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.

ARSKX vs. ARDGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Archer Stock Fund (ARSKX) and Archer Dividend Growth Fund (ARDGX). 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.

	ARSKX	ARDGX	Difference
Sharpe ratio Return per unit of total volatility	0.90	1.33	-0.43
Sortino ratio Return per unit of downside risk	1.38	1.83	-0.45
Omega ratio Gain probability vs. loss probability	1.20	1.27	-0.06
Calmar ratio Return relative to maximum drawdown	1.41	1.74	-0.33
Martin ratio Return relative to average drawdown	5.88	7.78	-1.90
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ARSKX vs. ARDGX - Sharpe Ratio Comparison

The current ARSKX Sharpe Ratio is 0.90, which is lower than the ARDGX Sharpe Ratio of 1.33. The chart below compares the historical Sharpe Ratios of ARSKX and ARDGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	ARSKX	ARDGX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.90	1.33	-0.43
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.01	0.00	+0.01
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.02	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.02	0.00	+0.01

Correlation

The correlation between ARSKX and ARDGX is 0.73, 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

ARSKX vs. ARDGX - Dividend Comparison

ARSKX's dividend yield for the trailing twelve months is around 13.84%, more than ARDGX's 2.37% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
ARSKX Archer Stock Fund	13.84%	13.32%	16.40%	6.77%	2.88%	3.99%	0.13%	4.99%	2.93%	0.00%
ARDGX Archer Dividend Growth Fund	2.37%	2.09%	2.74%	2.87%	2.38%	1.93%	3.04%	2.85%	3.07%	2.66%

Drawdowns

ARSKX vs. ARDGX - Drawdown Comparison

The maximum ARSKX drawdown since its inception was -94.07%, roughly equal to the maximum ARDGX drawdown of -97.41%. Use the drawdown chart below to compare losses from any high point for ARSKX and ARDGX.

Drawdown Indicators

	ARSKX	ARDGX	Difference
Max Drawdown Largest peak-to-trough decline	-94.07%	-97.41%	+3.34%
Max Drawdown (1Y) Largest decline over 1 year	-10.87%	-10.19%	-0.68%
Max Drawdown (5Y) Largest decline over 5 years	-94.07%	-97.41%	+3.34%
Max Drawdown (10Y) Largest decline over 10 years	-94.07%	—	—
Current Drawdown Current decline from peak	-92.42%	-96.64%	+4.22%
Average Drawdown Average peak-to-trough decline	-13.84%	-17.08%	+3.24%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.62%	2.29%	+0.33%

Volatility

ARSKX vs. ARDGX - Volatility Comparison

Archer Stock Fund (ARSKX) has a higher volatility of 4.97% compared to Archer Dividend Growth Fund (ARDGX) at 2.94%. This indicates that ARSKX's price experiences larger fluctuations and is considered to be riskier than ARDGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ARSKX	ARDGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.97%	2.94%	+2.03%
Volatility (6M) Calculated over the trailing 6-month period	8.74%	6.54%	+2.20%
Volatility (1Y) Calculated over the trailing 1-year period	16.41%	12.61%	+3.80%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	826.05%	2,087.08%	-1,261.03%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	584.32%	1,535.22%	-950.90%