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ARCHX: ARCHER BALANCED FUND ARCHER BALANCED FUND (MUTUAL FUND)
Basic Info 20.86 0.17(0.81%) June 05
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (75%) |
| Start Date: | 09/29/2005 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 3.15% |
| Expenses | 1.20% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | 6.5 | 19.8 | 14.1 | 7.7 | 8.4 | 8.0 | 6.1 | 6.1 | 15.2 | 12.2 | 13.5 | -13.3 | 16.5 | 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 | 1.47 | 2.16 | 1.19 | 0.5 | 0.59 | NA | NA | 0.38 | 1.15 | 1.1 | 1.13 | -1.01 | 1.98 | 0.26 | 2.46 | -0.78 | 3.0 | 0.83 | -0.22 | 1.79 | 2.42 | 0.73 | -0.02 | 0.34 | 0.84 | -0.9 | -0.29 | 1.5 | 1.27 |
| Draw Down(%) | NA | 6.5 | 6.5 | 11.5 | 18.7 | 26.4 | NA | NA | 44.3 | 11.5 | 4.4 | 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 | 9.1 | 8.0 | 9.1 | 10.4 | 11.5 | NA | NA | 12.9 | 10.9 | 7.8 | 8.8 | 14.6 | 8.3 | 22.7 | 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 | 0.16 | 0.2 | 0.13 | 0.06 | 0.07 | NA | NA | 0.05 | 0.15 | 0.11 | 0.12 | -0.17 | 0.19 | 0.05 | 0.18 | -0.08 | 0.13 | 0.07 | -0.02 | 0.12 | 0.17 | 0.06 | 0.0 | 0.04 | 0.14 | -0.22 | -0.03 | 0.11 | 0.12 |
| Alpha | NA | 0.02 | 0.02 | 0.01 | 0.0 | 0.0 | NA | NA | -0.01 | 0.02 | -0.01 | -0.01 | 0.0 | 0.01 | -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 | 0.82 | 0.86 | 0.86 | 0.87 | 0.97 | NA | NA | 1.05 | 0.84 | 0.75 | 0.85 | 0.87 | 0.85 | 1.09 | 1.06 | 1.05 | 0.98 | 1.05 | 1.13 | 1.15 | 1.09 | 1.08 | 1.01 | 1.01 | 1.08 | 1.23 | 1.17 | 0.89 | 0.63 |
| RSquared | NA | 0.72 | 0.77 | 0.85 | 0.87 | 0.9 | NA | NA | 0.9 | 0.83 | 0.72 | 0.77 | 0.9 | 0.73 | 0.97 | 0.92 | 0.94 | 0.8 | 0.86 | 0.94 | 0.92 | 0.91 | 0.72 | 0.93 | 0.82 | 0.93 | 0.96 | 0.91 | 0.82 | 0.55 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.5 | 4.5 | 1.5 | 1.0 | 1.0 | 1.4 | 2.1 | 1.9 | 3.4 | 2.2 | 1.4 | 1.8 | 1.8 | 2.8 | 2.4 | 2.1 | 2.6 | 2.7 | 4.4 | 5.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -16.6 | 243.7 | 22.2 | 15.8 | -21.2 | -24.0 | 0.3 | -37.6 | 62.3 | 58.2 | -16.8 | 17.3 | -34.9 | 16.4 | 17.6 | -9.5 | -27.7 | -43.7 | -4.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/20/2005
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