ARSKX vs. SSEYX
Compare and contrast key facts about Archer Stock Fund (ARSKX) and State Street Equity 500 Index II Portfolio (SSEYX).
ARSKX is managed by Archer. It was launched on Mar 11, 2011. SSEYX is managed by State Street. It was launched on Aug 11, 2014.
Performance
ARSKX vs. SSEYX - Performance Comparison
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ARSKX vs. SSEYX - 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% |
SSEYX State Street Equity 500 Index II Portfolio | -4.34% | 17.52% | 25.01% | 26.29% | -18.18% | 28.58% | 18.28% | 31.42% | -4.54% | 21.72% |
Returns By Period
In the year-to-date period, ARSKX achieves a -3.75% return, which is significantly higher than SSEYX's -4.34% return. Over the past 10 years, ARSKX has underperformed SSEYX with an annualized return of 11.26%, while SSEYX has yielded a comparatively higher 13.99% 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%
SSEYX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.39%
- 1Y
- 17.01%
- 3Y*
- 18.20%
- 5Y*
- 11.70%
- 10Y*
- 13.99%
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ARSKX vs. SSEYX - Expense Ratio Comparison
ARSKX has a 1.23% expense ratio, which is higher than SSEYX's 0.02% expense ratio.
Return for Risk
ARSKX vs. SSEYX — Risk / Return Rank
ARSKX
SSEYX
ARSKX vs. SSEYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Archer Stock Fund (ARSKX) and State Street Equity 500 Index II Portfolio (SSEYX). 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 | SSEYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 0.96 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.38 | 1.47 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.22 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 1.50 | -0.08 |
Martin ratioReturn relative to average drawdown | 5.88 | 7.19 | -1.31 |
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 | SSEYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 0.96 | -0.06 |
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 | 0.78 | -0.76 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.72 | -0.70 |
Correlation
The correlation between ARSKX and SSEYX is 0.93, 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. SSEYX - Dividend Comparison
ARSKX's dividend yield for the trailing twelve months is around 13.84%, more than SSEYX's 1.45% 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% |
SSEYX State Street Equity 500 Index II Portfolio | 1.45% | 1.38% | 1.93% | 1.46% | 1.57% | 2.48% | 3.63% | 2.36% | 5.91% | 5.37% | 2.29% | 3.47% |
Drawdowns
ARSKX vs. SSEYX - Drawdown Comparison
The maximum ARSKX drawdown since its inception was -94.07%, which is greater than SSEYX's maximum drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for ARSKX and SSEYX.
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Drawdown Indicators
| ARSKX | SSEYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.07% | -33.75% | -60.32% |
Max Drawdown (1Y)Largest decline over 1 year | -10.87% | -12.10% | +1.23% |
Max Drawdown (5Y)Largest decline over 5 years | -94.07% | -24.52% | -69.55% |
Max Drawdown (10Y)Largest decline over 10 years | -94.07% | -33.75% | -60.32% |
Current DrawdownCurrent decline from peak | -92.42% | -6.22% | -86.20% |
Average DrawdownAverage peak-to-trough decline | -13.84% | -4.14% | -9.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 2.52% | +0.10% |
Volatility
ARSKX vs. SSEYX - Volatility Comparison
The current volatility for Archer Stock Fund (ARSKX) is 4.97%, while State Street Equity 500 Index II Portfolio (SSEYX) has a volatility of 5.34%. This indicates that ARSKX experiences smaller price fluctuations and is considered to be less risky than SSEYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARSKX | SSEYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.97% | 5.34% | -0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 8.74% | 9.51% | -0.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.41% | 18.29% | -1.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 826.05% | 16.92% | +809.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 584.32% | 18.05% | +566.27% |