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Archer Balanced Fund: (MF: ARCHX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:02 PM ET

$19.93 USD

+0.02 (0.10%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 6.07 6
3 months 5.27 17
6 months 13.02 1
1 Year 19.93 3
3 Year 15.63 20
5 Year 10.04 4
10 Year 9.17 44

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -39.55
Bull Market (2/09 - 3/21) 364.58

Load Adjusted Returns as of Feb 28, 2026

1 Year 15.24
5 Year 8.82
10 Year 8.31
Since Inception 5.98

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.65 6.54 5.88 3.88
2024 6.54 0.09 5.90 -0.68
2023 2.65 5.24 -2.62 7.89
2022 -4.36 -9.26 -5.03 7.31
2021 4.32 4.66 -0.22 7.94

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.0715.2512.1613.51-11.5617.596.1720.44-6.8613.747.52
% Total Return Rel to Index 2.07-2.97-12.85-12.736.63-11.08-12.22-11.04-2.47-8.05-4.41
% Total Return Rel to Peer 1.842.070.53-0.442.184.41-5.101.67-1.290.591.17
% Perf Quintile vs Peer* 1.002.000.003.001.001.005.002.004.003.002.00
% Dividends 0.000.260.230.210.170.150.190.210.180.180.16
% Yield 0.001.281.251.541.150.861.271.491.501.371.38
Capital Gains ($) 0.000.350.500.000.290.160.000.000.060.210.08
Expense Ratio 0.001.201.201.201.201.201.201.201.201.201.20

* 1 = Top 20%, 5 = Bottom 20%