Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARCHX (ARCHER BALANCED FUND ARCHER BALANCED FUND) | 7.41% | 20.54% | 14.43% | 7.89% | 8.41% | 8.06% | 6.14% | … | … |
Data as of 06/04/2026, Common starting date is 09/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARCHX (ARCHER BALANCED FUND ARCHER BALANCED FUND) | 09/29/2005 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.80 | 20.54 | 14.43 | 7.89 | 8.41 | 8.06 | 6.14 | … | … | 7.41 | 15.22 | 12.15 | 13.50 | -13.34 | 16.51 | 6.18 | 20.76 | -6.86 | 13.75 | 7.52 | -2.19 | 14.32 | 18.92 | 6.83 | -0.29 | 4.11 | 15.69 | -25.70 | -0.10 | 13.21 | 2.50 |
| Sharpe Ratio | NA | 2.57 | 1.29 | 0.54 | 0.60 | NA | NA | … | … | 2.01 | 1.15 | 1.10 | 1.13 | -1.01 | 1.98 | 0.26 | 2.46 | -0.78 | 3.00 | 0.83 | -0.22 | 1.79 | 2.42 | 0.73 | -0.02 | 0.34 | 0.84 | -0.90 | -0.29 | 1.50 | 1.27 |
| Standard Deviation(%) | NA | 7.89 | 9.13 | 10.38 | 11.47 | NA | NA | … | … | 9.14 | 10.93 | 7.79 | 8.78 | 14.61 | 8.31 | 22.74 | 7.85 | 10.62 | 4.39 | 8.85 | 10.09 | 8.01 | 7.82 | 9.38 | 14.27 | 11.84 | 18.58 | 29.47 | 11.20 | 6.54 | 5.89 |
| Draw Down(%) | NA | 6.54 | 11.47 | 18.74 | 26.40 | NA | NA | … | … | 6.54 | 11.47 | 4.45 | 8.27 | 18.00 | 3.95 | 26.40 | 3.97 | 14.02 | 1.57 | 6.24 | 8.84 | 4.77 | 5.53 | 8.34 | 12.41 | 10.18 | 23.01 | 36.98 | 8.22 | 4.54 | 1.79 |
| Yield(%) | 0.00 | 3.10 | 3.31 | 2.33 | 2.77 | 3.13 | 2.84 | … | … | 0.00 | 3.52 | 4.53 | 1.48 | 1.04 | 1.04 | 1.36 | 2.13 | 1.93 | 3.41 | 2.25 | 1.36 | 1.85 | 1.80 | 2.81 | 2.43 | 2.10 | 2.58 | 2.66 | 4.44 | 5.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/29/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARCHX (ARCHER BALANCED FUND ARCHER BALANCED FUND) |
-11.35%
Feb 2006 – Feb 2009 |
-2.97%
May 2007 – May 2012 |
3.13%
Dec 2006 – Dec 2016 |
3.72%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARCHX (ARCHER BALANCED FUND ARCHER BALANCED FUND) |
15.61%
Feb 2023 – Feb 2026 |
12.93%
Feb 2009 – Feb 2014 |
9.58%
Feb 2009 – Feb 2019 |
8.75%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart