ARSKX vs. DFIEX
Compare and contrast key facts about Archer Stock Fund (ARSKX) and DFA International Core Equity Portfolio I (DFIEX).
ARSKX is managed by Archer. It was launched on Mar 11, 2011. DFIEX is managed by Dimensional. It was launched on Sep 15, 2005.
Performance
ARSKX vs. DFIEX - Performance Comparison
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ARSKX vs. DFIEX - 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% | 19.49% |
DFIEX DFA International Core Equity Portfolio I | 2.80% | 36.18% | 3.99% | 17.50% | -13.51% | 13.85% | 7.73% | 21.70% | -17.41% | 28.04% |
Returns By Period
In the year-to-date period, ARSKX achieves a -3.75% return, which is significantly lower than DFIEX's 2.80% return. Over the past 10 years, ARSKX has outperformed DFIEX with an annualized return of 11.26%, while DFIEX has yielded a comparatively lower 9.64% annualized 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%
DFIEX
- 1D
- 3.02%
- 1M
- -6.42%
- YTD
- 2.80%
- 6M
- 8.00%
- 1Y
- 30.46%
- 3Y*
- 16.74%
- 5Y*
- 9.40%
- 10Y*
- 9.64%
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ARSKX vs. DFIEX - Expense Ratio Comparison
ARSKX has a 1.23% expense ratio, which is higher than DFIEX's 0.24% expense ratio.
Return for Risk
ARSKX vs. DFIEX — Risk / Return Rank
ARSKX
DFIEX
ARSKX vs. DFIEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Archer Stock Fund (ARSKX) and DFA International Core Equity Portfolio I (DFIEX). 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 | DFIEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 1.95 | -1.05 |
Sortino ratioReturn per unit of downside risk | 1.38 | 2.55 | -1.17 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.39 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 2.57 | -1.16 |
Martin ratioReturn relative to average drawdown | 5.88 | 10.07 | -4.20 |
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
| ARSKX | DFIEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 1.95 | -1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.60 | -0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.02 | 0.59 | -0.57 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.35 | -0.33 |
Correlation
The correlation between ARSKX and DFIEX is 0.75, 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. DFIEX - Dividend Comparison
ARSKX's dividend yield for the trailing twelve months is around 13.84%, more than DFIEX's 3.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARSKX Archer Stock Fund | 13.84% | 13.32% | 16.40% | 6.77% | 2.88% | 3.99% | 0.13% | 4.99% | 2.93% | 0.00% | 0.00% | 0.00% |
DFIEX DFA International Core Equity Portfolio I | 3.14% | 3.22% | 3.42% | 3.36% | 2.88% | 2.98% | 1.77% | 2.90% | 2.95% | 2.49% | 2.76% | 4.20% |
Drawdowns
ARSKX vs. DFIEX - Drawdown Comparison
The maximum ARSKX drawdown since its inception was -94.07%, which is greater than DFIEX's maximum drawdown of -62.22%. Use the drawdown chart below to compare losses from any high point for ARSKX and DFIEX.
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Drawdown Indicators
| ARSKX | DFIEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.07% | -62.22% | -31.85% |
Max Drawdown (1Y)Largest decline over 1 year | -10.87% | -11.01% | +0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -94.07% | -28.66% | -65.41% |
Max Drawdown (10Y)Largest decline over 10 years | -94.07% | -41.04% | -53.03% |
Current DrawdownCurrent decline from peak | -92.42% | -7.75% | -84.67% |
Average DrawdownAverage peak-to-trough decline | -13.84% | -12.26% | -1.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 2.81% | -0.19% |
Volatility
ARSKX vs. DFIEX - Volatility Comparison
The current volatility for Archer Stock Fund (ARSKX) is 4.97%, while DFA International Core Equity Portfolio I (DFIEX) has a volatility of 7.09%. This indicates that ARSKX experiences smaller price fluctuations and is considered to be less risky than DFIEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARSKX | DFIEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.97% | 7.09% | -2.12% |
Volatility (6M)Calculated over the trailing 6-month period | 8.74% | 10.45% | -1.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.41% | 15.90% | +0.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 826.05% | 15.65% | +810.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 584.32% | 16.35% | +567.97% |