Archer Balanced Fund Key Fundamental Indicators
| ARCHX Fund | USD 20.56 0.33 1.63% |
As of the 8th of February, Archer Balanced shows the risk adjusted performance of 0.1953, and Mean Deviation of 0.4218. Archer Balanced technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.
Archer Balanced's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Archer Balanced's valuation are provided below:Archer Balanced Fund does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Archer |
Archer Balanced 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Archer Balanced's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Archer Balanced.
| 11/10/2025 |
| 02/08/2026 |
If you would invest 0.00 in Archer Balanced on November 10, 2025 and sell it all today you would earn a total of 0.00 from holding Archer Balanced Fund or generate 0.0% return on investment in Archer Balanced over 90 days. Archer Balanced is related to or competes with Commonwealth Real, Great-west Real, Dunham Real, Fidelity Real, and Vy(r) Clarion. The fund seeks to achieve its objective of total return, by investing in a diversified portfolio of equity and fixed inc... More
Archer Balanced Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Archer Balanced's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Archer Balanced Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.5953 | |||
| Information Ratio | 0.0896 | |||
| Maximum Drawdown | 2.89 | |||
| Value At Risk | (0.87) | |||
| Potential Upside | 1.23 |
Archer Balanced Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Archer Balanced's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Archer Balanced's standard deviation. In reality, there are many statistical measures that can use Archer Balanced historical prices to predict the future Archer Balanced's volatility.| Risk Adjusted Performance | 0.1953 | |||
| Jensen Alpha | 0.0898 | |||
| Total Risk Alpha | 0.0744 | |||
| Sortino Ratio | 0.0854 | |||
| Treynor Ratio | 0.2553 |
Archer Balanced February 8, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1953 | |||
| Market Risk Adjusted Performance | 0.2653 | |||
| Mean Deviation | 0.4218 | |||
| Semi Deviation | 0.3027 | |||
| Downside Deviation | 0.5953 | |||
| Coefficient Of Variation | 403.86 | |||
| Standard Deviation | 0.5674 | |||
| Variance | 0.322 | |||
| Information Ratio | 0.0896 | |||
| Jensen Alpha | 0.0898 | |||
| Total Risk Alpha | 0.0744 | |||
| Sortino Ratio | 0.0854 | |||
| Treynor Ratio | 0.2553 | |||
| Maximum Drawdown | 2.89 | |||
| Value At Risk | (0.87) | |||
| Potential Upside | 1.23 | |||
| Downside Variance | 0.3544 | |||
| Semi Variance | 0.0917 | |||
| Expected Short fall | (0.50) | |||
| Skewness | 0.0905 | |||
| Kurtosis | 0.8272 |
Archer Balanced Backtested Returns
At this stage we consider Archer Mutual Fund to be very steady. Archer Balanced secures Sharpe Ratio (or Efficiency) of 0.25, which signifies that the fund had a 0.25 % return per unit of standard deviation over the last 3 months. We have found twenty-seven technical indicators for Archer Balanced Fund, which you can use to evaluate the volatility of the entity. Please confirm Archer Balanced's risk adjusted performance of 0.1953, and Mean Deviation of 0.4218 to double-check if the risk estimate we provide is consistent with the expected return of 0.14%. The fund shows a Beta (market volatility) of 0.51, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Archer Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Archer Balanced is expected to be smaller as well.
Auto-correlation | 0.64 |
Good predictability
Archer Balanced Fund has good predictability. Overlapping area represents the amount of predictability between Archer Balanced time series from 10th of November 2025 to 25th of December 2025 and 25th of December 2025 to 8th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Archer Balanced price movement. The serial correlation of 0.64 indicates that roughly 64.0% of current Archer Balanced price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.64 | |
| Spearman Rank Test | 0.57 | |
| Residual Average | 0.0 | |
| Price Variance | 0.08 |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
In accordance with the company's disclosures, Archer Balanced Fund has a Year To Date Return of 2.6047%. This is much higher than that of the Archer family and significantly higher than that of the Allocation--50% to 70% Equity category. The year to date return for all United States funds is notably lower than that of the firm.
Archer Balanced Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Archer Balanced's current stock value. Our valuation model uses many indicators to compare Archer Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Archer Balanced competition to find correlations between indicators driving Archer Balanced's intrinsic value. More Info.Archer Balanced Fund is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Archer Balanced Fund is roughly 6.29 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Archer Balanced's earnings, one of the primary drivers of an investment's value.Archer Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Archer Balanced's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Archer Balanced could also be used in its relative valuation, which is a method of valuing Archer Balanced by comparing valuation metrics of similar companies.Archer Balanced is currently under evaluation in year to date return among similar funds.
Archer Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Archer Balanced's current stock value. Our valuation model uses many indicators to compare Archer Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Archer Balanced competition to find correlations between indicators driving Archer Balanced's intrinsic value. More Info.Archer Balanced Fund is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Archer Balanced Fund is roughly 6.29 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Archer Balanced's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Archer Balanced
The fund invests 69.06% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (22.56%) , cash (5.62%) and various exotic instruments.Asset allocation divides Archer Balanced's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Archer Fundamentals
| Price To Earning | 19.38 X | ||||
| Price To Book | 3.08 X | ||||
| Price To Sales | 1.89 X | ||||
| Total Asset | 56.95 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 2.60 % | ||||
| One Year Return | 14.66 % | ||||
| Three Year Return | 13.66 % | ||||
| Five Year Return | 9.10 % | ||||
| Ten Year Return | 6.74 % | ||||
| Net Asset | 56.95 M | ||||
| Minimum Initial Investment | 2.5 K | ||||
| Last Dividend Paid | 0.04 | ||||
| Cash Position Weight | 5.62 % | ||||
| Equity Positions Weight | 69.06 % | ||||
| Bond Positions Weight | 22.56 % |
About Archer Balanced Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Archer Balanced Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Archer Balanced using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Archer Balanced Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund seeks to achieve its objective of total return, by investing in a diversified portfolio of equity and fixed income securities. Total return is composed of both income and capital appreciation. As a Balanced Fund, under normal circumstances, the fund will invest up to 70, but not less than 25 percent of its total assets in equity securities. Further, under normal circumstances, it will invest at least 30, but not less than 25 percent of its total assets in fixed income securities, cash and cash equivalents.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Archer Mutual Fund
Archer Balanced financial ratios help investors to determine whether Archer Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Archer with respect to the benefits of owning Archer Balanced security.
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