Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XADCX (Ares Dynamic Credit Allocation Fund Inc) | 4.86% | 17.63% | 23.70% | 17.76% | 12.72% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/29/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XADCX (Ares Dynamic Credit Allocation Fund Inc) | 11/29/2012 | 06/03/2026 |
| 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 (%) | 2.07 | 17.63 | 23.70 | 17.76 | 12.72 | NA | NA | … | … | 4.86 | 20.45 | 24.84 | 33.92 | -1.87 | 20.42 | 12.91 | 6.73 | -4.17 | 6.13 | 10.98 | -13.34 | 0.24 | 4.78 | 0.58 |
| Sharpe Ratio | NA | 2.25 | 2.90 | 1.93 | 1.26 | NA | NA | … | … | 1.18 | 2.39 | 3.08 | 3.71 | -0.33 | 3.69 | 0.63 | 1.46 | -1.96 | 2.08 | 1.89 | -3.31 | 0.10 | 1.93 | 5.81 |
| Standard Deviation(%) | NA | 7.62 | 7.39 | 7.92 | 8.79 | NA | NA | … | … | 8.14 | 7.37 | 6.88 | 8.23 | 9.96 | 5.52 | 20.13 | 3.60 | 2.84 | 2.65 | 5.69 | 4.04 | 2.21 | 2.45 | 1.22 |
| Draw Down(%) | NA | 4.02 | 4.27 | 10.77 | 33.09 | NA | NA | … | … | 4.02 | 4.27 | 1.34 | 4.16 | 10.77 | 1.85 | 33.09 | 4.34 | 6.47 | 1.40 | 8.36 | 15.74 | 5.26 | 4.05 | 0.26 |
| Yield(%) | 1.96 | 21.60 | 22.22 | 17.59 | 12.43 | 7.70 | 5.78 | … | … | 9.21 | 20.87 | 20.72 | 21.78 | 16.90 | 16.11 | 14.11 | 2.64 | 5.38 | 2.42 | 0.00 | 0.64 | 7.19 | 3.04 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/29/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XADCX (Ares Dynamic Credit Allocation Fund Inc) |
-7.24%
Mar 2017 – Mar 2020 |
-5.05%
Mar 2015 – Mar 2020 |
3.88%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XADCX (Ares Dynamic Credit Allocation Fund Inc) |
27.13%
Sep 2022 – Sep 2025 |
25.11%
Mar 2020 – Mar 2025 |
13.24%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart