Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARDGX (Archer Dividend Growth Fund) | 11.92% | 23.06% | 14.99% | 9.34% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARDGX (Archer Dividend Growth Fund) | 09/02/2016 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.84 | 23.06 | 14.99 | 9.34 | NA | NA | NA | … | … | 11.92 | 13.72 | 13.94 | 0.74 | 0.27 | 25.42 | -7.57 | 17.89 | -5.91 | 9.86 | 3.13 |
| Sharpe Ratio | NA | 2.33 | 1.08 | 0.53 | NA | NA | NA | … | … | 2.84 | 0.84 | 1.04 | -0.24 | -0.07 | 2.43 | -0.22 | 1.60 | -0.55 | 1.35 | 0.90 |
| Standard Deviation(%) | NA | 8.97 | 11.11 | 12.52 | NA | NA | NA | … | … | 9.31 | 12.91 | 9.93 | 12.02 | 16.63 | 10.47 | 34.87 | 10.23 | 13.20 | 6.83 | 10.75 |
| Draw Down(%) | NA | 5.35 | 11.26 | 16.26 | NA | NA | NA | … | … | 5.35 | 11.26 | 6.30 | 13.66 | 16.26 | 5.33 | 38.16 | 7.09 | 15.24 | 4.87 | 5.44 |
| Yield(%) | 0.00 | 2.95 | 3.29 | 2.92 | 3.18 | 2.12 | 1.59 | … | … | 1.13 | 3.10 | 3.01 | 3.11 | 2.33 | 2.41 | 2.72 | 3.27 | 2.79 | 2.85 | 0.87 |
Data as of 06/09/2026, Common starting date is 09/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARDGX (Archer Dividend Growth Fund) |
-4.00%
Mar 2017 – Mar 2020 |
2.96%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARDGX (Archer Dividend Growth Fund) |
16.02%
May 2023 – May 2026 |
13.44%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart