CRBVX vs. ARINX
Compare and contrast key facts about Catholic Responsible Investments Bond Fund (CRBVX) and Archer Income Fund (ARINX).
CRBVX is managed by Catholic Responsible Investments Funds. It was launched on Dec 2, 2021. ARINX is managed by Archer. It was launched on Mar 11, 2011.
Performance
CRBVX vs. ARINX - Performance Comparison
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CRBVX vs. ARINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CRBVX Catholic Responsible Investments Bond Fund | -0.29% | 6.73% | 1.94% | 5.82% | -11.09% |
ARINX Archer Income Fund | -0.26% | 4.42% | 4.90% | 3.99% | -6.02% |
Returns By Period
In the year-to-date period, CRBVX achieves a -0.29% return, which is significantly lower than ARINX's -0.26% return.
CRBVX
- 1D
- 0.12%
- 1M
- -1.74%
- YTD
- -0.29%
- 6M
- 0.44%
- 1Y
- 3.36%
- 3Y*
- 3.62%
- 5Y*
- —
- 10Y*
- —
ARINX
- 1D
- 0.17%
- 1M
- -1.25%
- YTD
- -0.26%
- 6M
- 0.44%
- 1Y
- 3.40%
- 3Y*
- 4.36%
- 5Y*
- 1.36%
- 10Y*
- 2.31%
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CRBVX vs. ARINX - Expense Ratio Comparison
CRBVX has a 0.51% expense ratio, which is lower than ARINX's 0.98% expense ratio.
Return for Risk
CRBVX vs. ARINX — Risk / Return Rank
CRBVX
ARINX
CRBVX vs. ARINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Catholic Responsible Investments Bond Fund (CRBVX) and Archer Income Fund (ARINX). 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.
| CRBVX | ARINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.94 | -1.02 |
Sortino ratioReturn per unit of downside risk | 1.35 | 2.75 | -1.40 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.39 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 2.20 | -0.72 |
Martin ratioReturn relative to average drawdown | 4.19 | 9.50 | -5.31 |
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
| CRBVX | ARINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.94 | -1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.00 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.00 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.08 | 0.00 | +0.08 |
Correlation
The correlation between CRBVX and ARINX is 0.79, 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
CRBVX vs. ARINX - Dividend Comparison
CRBVX's dividend yield for the trailing twelve months is around 3.92%, more than ARINX's 3.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRBVX Catholic Responsible Investments Bond Fund | 3.92% | 4.25% | 4.21% | 3.93% | 2.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ARINX Archer Income Fund | 3.20% | 2.72% | 3.77% | 3.15% | 2.72% | 2.56% | 2.66% | 2.69% | 2.84% | 2.94% | 2.84% | 2.79% |
Drawdowns
CRBVX vs. ARINX - Drawdown Comparison
The maximum CRBVX drawdown since its inception was -15.00%, smaller than the maximum ARINX drawdown of -97.42%. Use the drawdown chart below to compare losses from any high point for CRBVX and ARINX.
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Drawdown Indicators
| CRBVX | ARINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.00% | -97.42% | +82.42% |
Max Drawdown (1Y)Largest decline over 1 year | -2.68% | -1.63% | -1.05% |
Max Drawdown (5Y)Largest decline over 5 years | — | -97.42% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -97.42% | — |
Current DrawdownCurrent decline from peak | -2.08% | -97.30% | +95.22% |
Average DrawdownAverage peak-to-trough decline | -5.79% | -9.37% | +3.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 0.38% | +0.57% |
Volatility
CRBVX vs. ARINX - Volatility Comparison
Catholic Responsible Investments Bond Fund (CRBVX) has a higher volatility of 1.19% compared to Archer Income Fund (ARINX) at 0.81%. This indicates that CRBVX's price experiences larger fluctuations and is considered to be riskier than ARINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CRBVX | ARINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.19% | 0.81% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 2.25% | 1.18% | +1.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.04% | 1.85% | +2.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.13% | 1,971.76% | -1,965.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.13% | 1,394.31% | -1,388.18% |