Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARDC (Ares Dynamic Credit Allocation Fund Inc) | -1.84% | -1.66% | 12.14% | 4.82% | 8.30% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARDC (Ares Dynamic Credit Allocation Fund Inc) | 11/28/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.12 | -1.66 | 12.14 | 4.82 | 8.30 | NA | NA | … | … | -1.84 | -3.09 | 21.05 | 32.38 | -22.19 | 23.37 | 2.55 | 21.27 | -8.74 | 18.39 | 23.88 | -7.38 | -4.71 | -3.23 | 0.05 |
| Sharpe Ratio | NA | -0.22 | 0.86 | 0.22 | 0.40 | NA | NA | … | … | -0.12 | -0.40 | 1.64 | 2.20 | -1.28 | 2.55 | 0.05 | 2.92 | -0.99 | 2.05 | 2.42 | -0.70 | -0.63 | -0.32 | 0.11 |
| Standard Deviation(%) | NA | 9.43 | 12.46 | 13.84 | 17.30 | NA | NA | … | … | 10.77 | 14.88 | 10.60 | 13.15 | 18.56 | 9.16 | 41.72 | 6.79 | 10.22 | 8.71 | 9.76 | 10.59 | 7.55 | 10.30 | 4.81 |
| Draw Down(%) | NA | 15.55 | 19.78 | 26.42 | 45.40 | NA | NA | … | … | 11.27 | 19.78 | 4.08 | 9.49 | 26.42 | 6.34 | 45.40 | 3.61 | 16.90 | 3.50 | 9.13 | 16.22 | 11.11 | 8.98 | 0.94 |
| Yield(%) | 0.00 | 9.65 | 11.57 | 8.23 | 9.21 | 5.90 | 4.42 | … | … | 4.25 | 8.95 | 10.19 | 11.67 | 7.38 | 8.18 | 7.84 | 9.24 | 7.87 | 8.91 | 9.57 | 8.82 | 7.78 | 7.02 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/28/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARDC (Ares Dynamic Credit Allocation Fund Inc) |
-7.16%
Feb 2013 – Feb 2016 |
0.60%
Apr 2015 – Apr 2020 |
3.16%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARDC (Ares Dynamic Credit Allocation Fund Inc) |
17.46%
Sep 2022 – Sep 2025 |
15.91%
Mar 2020 – Mar 2025 |
10.24%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart