TANDX vs. ALSMX
TANDX (Castle Tandem Fund) and ALSMX (Archer Multi Cap Fund) are both Large Cap Blend Equities funds. Over the past 5 years, TANDX returned 1.69%/yr vs 13.30%/yr for ALSMX. A 0.69 correlation means they provide meaningful diversification when combined. TANDX charges 1.59%/yr vs 0.96%/yr for ALSMX.
Performance
TANDX vs. ALSMX - Performance Comparison
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Returns By Period
In the year-to-date period, TANDX achieves a -13.30% return, which is significantly lower than ALSMX's 25.38% return.
TANDX
- 1D
- 0.10%
- 1M
- -2.00%
- YTD
- -13.30%
- 6M
- -13.91%
- 1Y
- -14.06%
- 3Y*
- 0.39%
- 5Y*
- 1.69%
- 10Y*
- —
ALSMX
- 1D
- 1.18%
- 1M
- 1.02%
- YTD
- 25.38%
- 6M
- 23.53%
- 1Y
- 42.03%
- 3Y*
- 24.23%
- 5Y*
- 13.30%
- 10Y*
- —
TANDX vs. ALSMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
TANDX Castle Tandem Fund | -13.30% | 3.67% | 7.66% | 8.42% | -7.87% | 19.03% | 13.39% | 0.11% |
ALSMX Archer Multi Cap Fund | 25.38% | 11.47% | 21.78% | 25.14% | -20.12% | 16.58% | 16.01% | 0.00% |
Correlation
The correlation between TANDX and ALSMX is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.51 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.65 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 2019 | 0.69 |
Over the past year, the correlation between TANDX and ALSMX has dropped to 0.31 - well below their long-term average of 0.69, suggesting their price drivers have been diverging.
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Return for Risk
TANDX vs. ALSMX — Risk / Return Rank
TANDX
ALSMX
TANDX vs. ALSMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Castle Tandem Fund (TANDX) and Archer Multi Cap Fund (ALSMX). 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.
| TANDX | ALSMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.99 | ||
| Sortino ratioReturn per unit of downside risk | -5.39 | ||
| Omega ratioGain probability vs. loss probability | 0.77 | 1.44 | -0.67 |
| Calmar ratioReturn relative to maximum drawdown | -0.87 | 4.46 | -5.33 |
| Martin ratioReturn relative to average drawdown | -1.88 | 18.98 | -20.86 |
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Drawdowns
TANDX vs. ALSMX - Drawdown Comparison
The maximum TANDX drawdown since its inception was -93.96%, roughly equal to the maximum ALSMX drawdown of -97.87%. Use the drawdown chart below to compare losses from any high point for TANDX and ALSMX.
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Drawdown Indicators
| TANDX | ALSMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.96% | -97.87% | +3.91% |
Max Drawdown (1Y)Largest decline over 1 year | -16.62% | -9.42% | -7.20% |
Max Drawdown (3Y)Largest decline over 3 years | -93.96% | -97.87% | +3.91% |
Max Drawdown (5Y)Largest decline over 5 years | -93.96% | -97.87% | +3.91% |
Current DrawdownCurrent decline from peak | -93.94% | -96.43% | +2.49% |
Average DrawdownAverage peak-to-trough decline | -20.73% | -28.48% | +7.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.64% | 2.21% | +5.43% |
Volatility
TANDX vs. ALSMX - Volatility Comparison
The current volatility for Castle Tandem Fund (TANDX) is 3.15%, while Archer Multi Cap Fund (ALSMX) has a volatility of 6.41%. This indicates that TANDX experiences smaller price fluctuations and is considered to be less risky than ALSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TANDX | ALSMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.15% | 6.41% | -3.26% |
Volatility (6M)Calculated over the trailing 6-month period | 7.52% | 14.22% | -6.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.60% | 16.92% | -7.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 595.80% | 1,292.06% | -696.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 494.91% | 1,136.37% | -641.46% |
TANDX vs. ALSMX - Expense Ratio Comparison
TANDX has a 1.59% expense ratio, which is higher than ALSMX's 0.96% expense ratio.
Dividends
TANDX vs. ALSMX - Dividend Comparison
TANDX's dividend yield for the trailing twelve months is around 7.12%, more than ALSMX's 5.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
ALSMX Archer Multi Cap Fund | 5.71% | 7.16% | 3.62% | 0.46% | 7.12% | 1.62% | 0.43% | 0.00% |
TANDX Castle Tandem Fund | 7.12% | 6.17% | 3.71% | 2.10% | 1.48% | 4.57% | 0.33% | 0.37% |
Frequently Asked Questions
TANDX and ALSMX have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ALSMX has higher volatility (6.41%) compared to TANDX (3.15%). In terms of maximum drawdown, TANDX dropped -93.96% vs ALSMX's -97.87%.
ALSMX currently has the higher Sharpe Ratio (2.48 vs -1.51), 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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