ARSKX vs. TANDX
ARSKX (Archer Stock Fund) and TANDX (Castle Tandem Fund) are both Large Cap Blend Equities funds. Over the past 5 years, ARSKX returned 11.26%/yr vs 2.31%/yr for TANDX. Their 0.76 correlation means they have sometimes moved together and sometimes differently. ARSKX charges 1.23%/yr vs 1.59%/yr for TANDX.
Performance
ARSKX vs. TANDX - Performance Comparison
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Returns By Period
In the year-to-date period, ARSKX achieves a 12.95% return, which is significantly higher than TANDX's -6.75% return.
ARSKX
- 1D
- 1.26%
- 1M
- 0.27%
- 6M
- 9.72%
- YTD
- 12.95%
- 1Y
- 22.48%
- 3Y*
- 19.17%
- 5Y*
- 11.26%
- 10Y*
- 12.74%
- ALL TIME*
- 9.91%
TANDX
- 1D
- -0.76%
- 1M
- 3.12%
- 6M
- -5.57%
- YTD
- -6.75%
- 1Y
- -7.42%
- 3Y*
- 1.92%
- 5Y*
- 2.31%
- 10Y*
- —
- ALL TIME*
- 6.41%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
ARSKX Archer Stock Fund | $0.00 | $0.00 | $0.00 |
TANDX Castle Tandem Fund | $0.00 | $0.00 | $0.00 |
ARSKX vs. TANDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
ARSKX Archer Stock Fund | 12.95% | 15.53% | 22.88% | 25.45% | -20.28% | 23.67% | 24.22% | 10.36% |
TANDX Castle Tandem Fund | -6.75% | 3.67% | 7.66% | 8.42% | -7.87% | 19.03% | 13.39% | 12.57% |
Correlation
The correlation between ARSKX and TANDX is 0.46, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.46 |
Correlation (3Y) Balances recent behavior with more history. | 0.61 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.72 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2019 | 0.76 |
Over the past year, the correlation between ARSKX and TANDX has dropped to 0.46 - well below their long-term average of 0.76, suggesting their price drivers have been diverging.
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Return for Risk
ARSKX vs. TANDX — Risk / Return Rank
ARSKX
TANDX
ARSKX vs. TANDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Archer Stock Fund (ARSKX) and Castle Tandem Fund (TANDX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ARSKX | TANDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.54 | ||
| Sortino ratioReturn per unit of downside risk | +3.56 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 0.88 | +0.43 |
| Calmar ratioReturn relative to maximum drawdown | 2.15 | -0.50 | +2.65 |
| Martin ratioReturn relative to average drawdown | 9.31 | -0.96 | +10.27 |
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Drawdowns
ARSKX vs. TANDX - Drawdown Comparison
The maximum ARSKX drawdown since its inception was -94.07%, roughly equal to the maximum TANDX drawdown of -93.98%. Use the drawdown chart below to compare losses from any high point for ARSKX and TANDX.
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Drawdown Indicators
| ARSKX | TANDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.07% | -93.98% | -0.09% |
Max Drawdown (1Y)Largest decline over 1 year | -9.55% | -16.88% | +7.33% |
Max Drawdown (3Y)Largest decline over 3 years | -94.07% | -93.98% | -0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -94.07% | -93.98% | -0.09% |
Max Drawdown (10Y)Largest decline over 10 years | -94.07% | — | — |
Current DrawdownCurrent decline from peak | -91.10% | -93.48% | +2.38% |
Average DrawdownAverage peak-to-trough decline | -15.45% | -21.84% | +6.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 8.79% | -6.59% |
Volatility
ARSKX vs. TANDX - Volatility Comparison
The current volatility for Archer Stock Fund (ARSKX) is 2.62%, while Castle Tandem Fund (TANDX) has a volatility of 4.71%. This indicates that ARSKX experiences smaller price fluctuations and is considered to be less risky than TANDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARSKX | TANDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.62% | 4.71% | -2.09% |
Volatility (6M)Calculated over the trailing 6-month period | 9.00% | 8.74% | +0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.75% | 10.68% | +1.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 517.48% | 596.04% | -78.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 365.72% | 491.15% | -125.43% |
ARSKX vs. TANDX - Expense Ratio Comparison
ARSKX has a 1.23% expense ratio, which is lower than TANDX's 1.59% expense ratio.
Dividends
ARSKX vs. TANDX - Dividend Comparison
ARSKX's dividend yield for the trailing twelve months is around 11.91%, more than TANDX's 6.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
ARSKX Archer Stock Fund | 11.91% | 13.32% | 16.40% | 6.77% | 2.88% | 3.99% | 0.13% | 4.99% | 2.93% |
TANDX Castle Tandem Fund | 6.62% | 6.17% | 3.71% | 2.10% | 1.48% | 4.57% | 0.33% | 0.37% | 0.00% |
Frequently Asked Questions
ARSKX and TANDX have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TANDX has higher volatility (4.71%) compared to ARSKX (2.62%). In terms of maximum drawdown, ARSKX dropped -94.07% vs TANDX's -93.98%.
ARSKX currently has the higher Sharpe Ratio (1.75 vs -0.80), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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