MPHQX vs. ARINX
MPHQX (BlackRock Total Return Fund Class K) and ARINX (Archer Income Fund) are both Intermediate Core-Plus Bond funds. Over the past 10 years, MPHQX returned 2.20%/yr vs 2.18%/yr for ARINX. A 0.64 correlation means they provide meaningful diversification when combined. MPHQX charges 0.37%/yr vs 0.98%/yr for ARINX.
Performance
MPHQX vs. ARINX - Performance Comparison
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Returns By Period
In the year-to-date period, MPHQX achieves a 0.96% return, which is significantly higher than ARINX's 0.64% return. Both investments have delivered pretty close results over the past 10 years, with MPHQX having a 2.20% annualized return and ARINX not far behind at 2.18%.
MPHQX
- 1D
- 0.20%
- 1M
- 1.30%
- YTD
- 0.96%
- 6M
- 1.47%
- 1Y
- 6.15%
- 3Y*
- 4.62%
- 5Y*
- 0.32%
- 10Y*
- 2.20%
ARINX
- 1D
- 0.00%
- 1M
- 0.46%
- YTD
- 0.64%
- 6M
- 0.75%
- 1Y
- 3.62%
- 3Y*
- 4.67%
- 5Y*
- 1.35%
- 10Y*
- 2.18%
MPHQX vs. ARINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MPHQX BlackRock Total Return Fund Class K | 0.96% | 8.21% | 1.92% | 6.04% | -14.14% | -0.68% | 9.10% | 9.91% | -0.81% | 4.33% |
ARINX Archer Income Fund | 0.64% | 4.42% | 4.90% | 3.99% | -6.84% | 1.52% | 4.29% | 6.19% | 0.35% | 3.18% |
Correlation
The correlation between MPHQX and ARINX is 0.80, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.80 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.81 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.76 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Mar 9, 2011 | 0.64 |
The correlation between MPHQX and ARINX shifts across timeframes, from 0.64 (all time) to 0.81 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
MPHQX vs. ARINX — Risk / Return Rank
MPHQX
ARINX
MPHQX vs. ARINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Total Return Fund Class K (MPHQX) 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.
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.
| MPHQX | ARINX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.73 | ||
| Sortino ratioReturn per unit of downside risk | -1.23 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.43 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 1.47 | 2.39 | -0.92 |
| Martin ratioReturn relative to average drawdown | 3.77 | 7.95 | -4.17 |
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Drawdowns
MPHQX vs. ARINX - Drawdown Comparison
The maximum MPHQX drawdown since its inception was -21.68%, which is greater than ARINX's maximum drawdown of -9.38%. Use the drawdown chart below to compare losses from any high point for MPHQX and ARINX.
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Drawdown Indicators
| MPHQX | ARINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.68% | -9.38% | -12.30% |
Max Drawdown (1Y)Largest decline over 1 year | -4.28% | -1.57% | -2.71% |
Max Drawdown (3Y)Largest decline over 3 years | -6.86% | -1.57% | -5.29% |
Max Drawdown (5Y)Largest decline over 5 years | -19.28% | -9.38% | -9.90% |
Max Drawdown (10Y)Largest decline over 10 years | -19.28% | -9.38% | -9.90% |
Current DrawdownCurrent decline from peak | -2.19% | -0.57% | -1.62% |
Average DrawdownAverage peak-to-trough decline | -3.79% | -1.72% | -2.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 0.47% | +1.19% |
Volatility
MPHQX vs. ARINX - Volatility Comparison
BlackRock Total Return Fund Class K (MPHQX) has a higher volatility of 1.29% compared to Archer Income Fund (ARINX) at 0.65%. This indicates that MPHQX'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
| MPHQX | ARINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.29% | 0.65% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 3.60% | 1.49% | +2.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.62% | 1.80% | +2.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.28% | 2.07% | +4.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.15% | 1.97% | +3.18% |
MPHQX vs. ARINX - Expense Ratio Comparison
MPHQX has a 0.37% expense ratio, which is lower than ARINX's 0.98% expense ratio.
Dividends
MPHQX vs. ARINX - Dividend Comparison
MPHQX's dividend yield for the trailing twelve months is around 4.77%, more than ARINX's 3.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARINX Archer Income Fund | 3.58% | 2.72% | 3.77% | 3.15% | 2.72% | 2.56% | 2.66% | 2.69% | 2.84% | 2.94% | 2.84% | 2.79% |
MPHQX BlackRock Total Return Fund Class K | 4.77% | 4.89% | 5.01% | 4.19% | 3.09% | 2.58% | 6.30% | 3.24% | 3.40% | 3.21% | 2.89% | 3.49% |
Frequently Asked Questions
MPHQX and ARINX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MPHQX has higher volatility (1.29%) compared to ARINX (0.65%). In terms of maximum drawdown, MPHQX dropped -21.68% vs ARINX's -9.38%.
ARINX currently has the higher Sharpe Ratio (2.09 vs 1.36), 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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