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ARSKX vs. FNSTX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ARSKX vs. FNSTX - Performance Comparison

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

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ARSKX vs. FNSTX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
ARSKX
Archer Stock Fund
-3.75%15.53%22.88%25.45%-20.28%23.67%24.22%4.82%
FNSTX
Fidelity Infrastructure Fund
5.18%27.42%14.43%8.44%-7.59%7.58%12.80%5.49%

Returns By Period

In the year-to-date period, ARSKX achieves a -3.75% return, which is significantly lower than FNSTX's 5.18% 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%

FNSTX

1D
1.79%
1M
-4.75%
YTD
5.18%
6M
6.72%
1Y
26.55%
3Y*
16.58%
5Y*
10.34%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ARSKX vs. FNSTX - Expense Ratio Comparison

ARSKX has a 1.23% expense ratio, which is higher than FNSTX's 1.00% expense ratio.


Return for Risk

ARSKX vs. FNSTX — Risk / Return Rank

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

ARSKX
ARSKX Risk / Return Rank: 4444
Overall Rank
ARSKX Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
ARSKX Sortino Ratio Rank: 4040
Sortino Ratio Rank
ARSKX Omega Ratio Rank: 4141
Omega Ratio Rank
ARSKX Calmar Ratio Rank: 4949
Calmar Ratio Rank
ARSKX Martin Ratio Rank: 5353
Martin Ratio Rank

FNSTX
FNSTX Risk / Return Rank: 8787
Overall Rank
FNSTX Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
FNSTX Sortino Ratio Rank: 8383
Sortino Ratio Rank
FNSTX Omega Ratio Rank: 7979
Omega Ratio Rank
FNSTX Calmar Ratio Rank: 9595
Calmar Ratio Rank
FNSTX Martin Ratio Rank: 9292
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.

ARSKX vs. FNSTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Archer Stock Fund (ARSKX) and Fidelity Infrastructure Fund (FNSTX). 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.


ARSKXFNSTXDifference

Sharpe ratio

Return per unit of total volatility

0.90

1.69

-0.79

Sortino ratio

Return per unit of downside risk

1.38

2.20

-0.82

Omega ratio

Gain probability vs. loss probability

1.20

1.32

-0.12

Calmar ratio

Return relative to maximum drawdown

1.41

3.31

-1.89

Martin ratio

Return relative to average drawdown

5.88

11.29

-5.41

ARSKX vs. FNSTX - Sharpe Ratio Comparison

The current ARSKX Sharpe Ratio is 0.90, which is lower than the FNSTX Sharpe Ratio of 1.69. The chart below compares the historical Sharpe Ratios of ARSKX and FNSTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ARSKXFNSTXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.90

1.69

-0.79

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.01

0.70

-0.68

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

0.60

-0.58

Correlation

The correlation between ARSKX and FNSTX is 0.67, 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

ARSKX vs. FNSTX - Dividend Comparison

ARSKX's dividend yield for the trailing twelve months is around 13.84%, more than FNSTX's 3.95% yield.


TTM20252024202320222021202020192018
ARSKX
Archer Stock Fund
13.84%13.32%16.40%6.77%2.88%3.99%0.13%4.99%2.93%
FNSTX
Fidelity Infrastructure Fund
3.95%4.16%1.59%1.85%1.35%0.63%0.80%0.36%0.00%

Drawdowns

ARSKX vs. FNSTX - Drawdown Comparison

The maximum ARSKX drawdown since its inception was -94.07%, which is greater than FNSTX's maximum drawdown of -35.82%. Use the drawdown chart below to compare losses from any high point for ARSKX and FNSTX.


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Drawdown Indicators


ARSKXFNSTXDifference

Max Drawdown

Largest peak-to-trough decline

-94.07%

-35.82%

-58.25%

Max Drawdown (1Y)

Largest decline over 1 year

-10.87%

-8.43%

-2.44%

Max Drawdown (5Y)

Largest decline over 5 years

-94.07%

-21.97%

-72.10%

Max Drawdown (10Y)

Largest decline over 10 years

-94.07%

Current Drawdown

Current decline from peak

-92.42%

-5.82%

-86.60%

Average Drawdown

Average peak-to-trough decline

-13.84%

-5.25%

-8.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.62%

2.47%

+0.15%

Volatility

ARSKX vs. FNSTX - Volatility Comparison

The current volatility for Archer Stock Fund (ARSKX) is 4.97%, while Fidelity Infrastructure Fund (FNSTX) has a volatility of 6.85%. This indicates that ARSKX experiences smaller price fluctuations and is considered to be less risky than FNSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ARSKXFNSTXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.97%

6.85%

-1.88%

Volatility (6M)

Calculated over the trailing 6-month period

8.74%

12.50%

-3.76%

Volatility (1Y)

Calculated over the trailing 1-year period

16.41%

16.11%

+0.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

826.05%

14.94%

+811.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

584.32%

18.80%

+565.52%