Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARCC (Ares Capital Corporation) | -4.02% | -5.35% | 9.52% | 8.89% | 12.13% | 10.44% | 11.54% | … | … |
Data as of 06/04/2026, Common starting date is 10/05/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARCC (Ares Capital Corporation) | 10/05/2004 | 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 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | -5.35 | 9.52 | 8.89 | 12.13 | 10.44 | 11.54 | … | … | -4.02 | 0.92 | 19.78 | 20.03 | -3.84 | 36.14 | 0.86 | 31.34 | 8.81 | -0.73 | 28.03 | 0.80 | -3.57 | 11.08 | 24.72 | 2.56 | 45.29 | 146.90 | -47.61 | -15.35 | 30.70 | -10.73 | 31.41 |
| Sharpe Ratio | NA | -0.42 | 0.40 | 0.34 | 0.40 | NA | NA | … | … | -0.49 | -0.09 | 1.39 | 0.96 | -0.19 | 2.42 | 0.01 | 2.54 | 0.52 | -0.12 | 1.63 | 0.04 | -0.26 | 0.81 | 1.57 | 0.08 | 1.49 | 2.12 | -0.63 | -0.59 | 1.70 | -0.57 | 9.13 |
| Standard Deviation(%) | NA | 18.40 | 17.41 | 19.99 | 25.98 | NA | NA | … | … | 22.70 | 21.96 | 11.64 | 17.20 | 28.06 | 14.89 | 63.48 | 11.74 | 14.32 | 11.53 | 17.07 | 17.17 | 13.73 | 13.68 | 15.85 | 30.60 | 30.33 | 69.12 | 76.81 | 31.47 | 16.13 | 22.77 | 22.75 |
| Draw Down(%) | NA | 19.35 | 19.35 | 21.76 | 56.77 | NA | NA | … | … | 14.60 | 18.76 | 6.95 | 11.84 | 21.76 | 7.56 | 56.77 | 4.84 | 14.30 | 12.67 | 14.05 | 14.69 | 14.02 | 8.92 | 11.36 | 24.60 | 22.17 | 56.56 | 70.96 | 23.68 | 8.83 | 20.05 | 6.89 |
| Yield(%) | 0.00 | 8.76 | 10.06 | 9.46 | 11.66 | 9.89 | 9.80 | … | … | 2.35 | 8.64 | 9.59 | 10.34 | 8.90 | 9.81 | 8.57 | 10.85 | 9.67 | 9.26 | 10.51 | 9.91 | 8.91 | 8.86 | 10.26 | 8.34 | 10.70 | 21.65 | 11.86 | 8.74 | 10.25 | 7.08 | 2.03 |
Data as of 06/04/2026, Common starting date is 10/05/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARCC (Ares Capital Corporation) |
-32.65%
Feb 2006 – Feb 2009 |
-0.70%
Mar 2015 – Mar 2020 |
5.91%
Mar 2010 – Mar 2020 |
8.11%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARCC (Ares Capital Corporation) |
91.11%
Feb 2009 – Feb 2012 |
55.50%
Feb 2009 – Feb 2014 |
29.62%
Feb 2009 – Feb 2019 |
24.04%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart