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ARCHX: ARCHER BALANCED FUND ARCHER BALANCED FUND (MUTUAL FUND)
Basic Info 17.18 0.01(0.06%) May 17
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | (75%) |
Start Date: | 09/29/2005 |
Last Dividend Date: | 03/27/2024 |
12-Mo. Yield | 1.43% |
Expenses | 1.20% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/30/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 5.7 | 15.8 | 4.9 | 7.6 | 7.0 | 8.2 | 5.4 | 13.5 | -11.5 | 17.6 | 6.2 | 20.8 | -6.9 | 13.8 | 7.5 | -2.2 | 14.3 | 18.9 | 6.8 | -0.3 | 4.1 | 15.7 | -25.7 | -0.1 | 13.2 | 2.5 |
Sharpe Ratio | NA | 1.24 | 1.31 | 0.19 | 0.42 | 0.51 | NA | 0.33 | 1.06 | -0.89 | 2.13 | 0.26 | 2.47 | -0.77 | 3.0 | 0.83 | -0.22 | 1.79 | 2.42 | 0.73 | -0.02 | 0.34 | 0.84 | -0.9 | -0.28 | 1.53 | 1.29 |
Draw Down(%) | NA | 4.4 | 8.3 | 18.0 | 26.4 | 26.4 | NA | 44.3 | 8.3 | 18.0 | 3.9 | 26.4 | 4.0 | 14.0 | 1.6 | 6.2 | 8.8 | 4.8 | 5.5 | 8.3 | 12.4 | 10.2 | 23.0 | 37.0 | 8.2 | 4.5 | 1.8 |
Standard Deviation(%) | NA | 7.6 | 7.9 | 10.8 | 13.7 | 11.5 | NA | 13.2 | 8.8 | 14.6 | 8.2 | 22.8 | 7.9 | 10.6 | 4.4 | 8.8 | 10.1 | 8.0 | 7.8 | 9.4 | 14.3 | 11.8 | 18.6 | 29.5 | 11.2 | 6.5 | 5.9 |
Treynor Ratio | NA | 0.11 | 0.12 | 0.02 | 0.06 | 0.06 | NA | 0.04 | 0.11 | -0.15 | 0.2 | 0.05 | 0.18 | -0.08 | 0.13 | 0.07 | -0.02 | 0.12 | 0.17 | 0.07 | 0.0 | 0.04 | 0.14 | -0.22 | -0.03 | 0.11 | 0.12 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | -0.01 | -0.01 | 0.02 | 0.02 | -0.04 | -0.01 | -0.02 | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | -0.02 | -0.02 | -0.03 | -0.02 | 0.01 | -0.03 | 0.01 | 0.02 |
Beta | NA | 0.85 | 0.85 | 0.88 | 0.98 | 1.01 | NA | 1.07 | 0.89 | 0.88 | 0.89 | 1.09 | 1.06 | 1.05 | 0.98 | 1.05 | 1.13 | 1.15 | 1.09 | 1.05 | 1.01 | 1.01 | 1.08 | 1.23 | 1.17 | 0.89 | 0.63 |
RSquared | NA | 0.87 | 0.83 | 0.89 | 0.93 | 0.92 | NA | 0.91 | 0.84 | 0.93 | 0.82 | 0.98 | 0.92 | 0.94 | 0.8 | 0.86 | 0.94 | 0.92 | 0.91 | 0.67 | 0.93 | 0.82 | 0.93 | 0.96 | 0.92 | 0.83 | 0.55 |
Yield(%) | N/A | 0.4 | 1.4 | 2.1 | 2.2 | 2.5 | 3.4 | N/A | 1.5 | 2.8 | 2.1 | 1.3 | 2.1 | 1.9 | 3.4 | 2.2 | 1.3 | 1.8 | 1.8 | 2.8 | 2.4 | 2.1 | 2.6 | 2.7 | 4.4 | 5.0 | 0.0 |
Dividend Growth(%) | N/A | -72.7 | -56.1 | 46.1 | 15.4 | N/A | N/A | N/A | -54.2 | 60.0 | 57.9 | -24.0 | 0.0 | -39.0 | 64.0 | 66.7 | -21.1 | 18.8 | -36.0 | 19.0 | 16.7 | -10.0 | -28.6 | -42.9 | -5.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2005
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