Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARES (Ares Management Corporation) | -18.16% | -19.81% | 17.13% | 22.02% | 29.83% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARES (Ares Management Corporation) | 05/02/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.57 | -19.81 | 17.13 | 22.02 | 29.83 | NA | NA | … | … | -18.16 | -5.72 | 52.68 | 79.52 | -12.75 | 77.75 | 37.37 | 110.02 | -6.83 | 11.47 | 56.63 | -20.75 | -5.54 |
| Sharpe Ratio | NA | -0.53 | 0.41 | 0.53 | 0.77 | NA | NA | … | … | -0.83 | -0.21 | 1.80 | 2.66 | -0.31 | 2.86 | 0.73 | 3.89 | -0.26 | 0.41 | 1.46 | -0.72 | -0.40 |
| Standard Deviation(%) | NA | 40.79 | 36.57 | 37.39 | 36.66 | NA | NA | … | … | 52.33 | 42.04 | 27.33 | 28.86 | 46.56 | 27.17 | 50.67 | 27.87 | 32.13 | 26.18 | 38.56 | 29.04 | 20.50 |
| Draw Down(%) | NA | 49.05 | 49.73 | 49.73 | 49.73 | NA | NA | … | … | 45.17 | 39.98 | 12.71 | 15.28 | 35.68 | 16.64 | 44.07 | 15.95 | 31.13 | 22.54 | 21.09 | 38.19 | 21.33 |
| Yield(%) | 0.00 | 3.29 | 4.75 | 6.12 | 16.46 | 9.00 | 6.75 | … | … | 0.81 | 2.98 | 3.22 | 4.51 | 3.08 | 4.03 | 4.50 | 7.31 | 5.21 | 6.76 | 6.48 | 5.24 | 2.26 |
Data as of 06/04/2026, Common starting date is 05/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARES (Ares Management Corporation) |
3.13%
Jun 2014 – Jun 2017 |
12.26%
Jun 2014 – Jun 2019 |
26.68%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARES (Ares Management Corporation) |
72.45%
Dec 2018 – Dec 2021 |
51.69%
Dec 2018 – Dec 2023 |
34.34%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart