Overview Performance Dividends Peer Group Options

(ARCC) Ares Capital - Performance 9.8% in 12m

Compare ARCC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 92.08%
#3 in Group
Rel. Strength 61.07%
#3108 in Universe
Total Return 12m 9.78%
#83 in Group
Total Return 5y 167.70%
#22 in Group
P/E 8.71
40th Percentile in Group
P/E Forward 10.1
58th Percentile in Group
PEG 3.95
83th Percentile in Group
FCF Yield -15.30%
(?) Percentile in Group

12m Total Return: ARCC (9.8%) vs XLF (22.7%)

Compare overall performance (total returns) of Ares Capital with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (ARCC) Ares Capital - Performance 9.8% in 12m

Top Performers in Asset Management & Custody Banks

Short Term
Symbol 1w 1m 3m
ARCC -0.43% -6.77% -10.7%
FON -14.0% 25.0% 134%
BOWN -7.57% 27.5% 63.6%
SWIN 9.25% 18.9% 21.5%
Long Term
Symbol 6m 12m 5y
ARCC 2.19% 9.78% 168%
FON 558% 635% 1,353%
FOA 70.6% 335% -79.1%
OPFI 88.4% 261% 2.12%
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Symbol 1m 12m 5y P/E P/E Forward PEG EPS
Stability		 EPS
CAGR
AMP NYSE
Ameriprise Financial		 -2.7% 15.9% 355% 16 12.6 1.83 11.6% 5.92%
AGF-B TO
AGF Management		 2.72% 37.1% 236% 6.99 6 1.25 81.8% 68.2%
APO NYSE
Apollo Global Management		 -0.34% 27.7% 291% 18.2 16.6 1.37 74.1% 26.5%
BCSF NYSE
Bain Capital Specialty		 -7.83% 2.37% 182% 8.09 10.4 1.07 24.1% -1.62%
TSLX NYSE
Sixth Street Specialty		 -7.24% 5.49% 143% 10.3 9.76 1.27 -3.10% -5.88%
BK NYSE
The Bank of New York Mellon		 -3.51% 46% 163% 12.8 11.6 1.03 64.4% 12.5%
FHI NYSE
Federated Investors		 -0.39% 31.9% 129% 11.2 9.9 1.9 60.9% 19.9%
PNNT NYSE
PennantPark Investment		 -6.05% 4.78% 271% 7.25 7.61 0.28 -7.30% -22.8%

Performance Comparison: ARCC vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for ARCC
Total Return (including Dividends) ARCC XLF S&P 500
1 Month -6.77% -2.11% -0.87%
3 Months -10.72% -4.92% -7.58%
12 Months 9.78% 22.69% 11.88%
5 Years 167.70% 144.89% 110.33%
Trend Score (consistency of price movement) ARCC XLF S&P 500
1 Month 8.20% 27.8% 23%
3 Months -82.4% -81% -88.5%
12 Months 80.2% 83.7% 55.1%
5 Years 95.3% 75.1% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #166 -4.76% -5.95%
3 Month #139 -6.10% -3.40%
12 Month #85 -10.5% -1.87%
5 Years #28 9.31% 27.3%

FAQs

Does ARCC Ares Capital outperforms the market?

No, over the last 12 months ARCC made 9.78%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months ARCC made -10.72%, while XLF made -4.92%.

Performance Comparison ARCC vs Indeces and Sectors

ARCC vs. Indices ARCC is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY -4.0% -5.90% 4.05% -2.10%
US NASDAQ 100 QQQ -5.03% -8.17% 3.62% -2.89%
US Dow Jones Industrial 30 DIA -3.06% -3.59% 4.14% 0.58%
German DAX 40 DAX -2.77% -8.09% -15.5% -14.9%
Shanghai Shenzhen CSI 300 CSI 300 -0.04% -3.95% 7.04% 3.82%
Hongkong Hang Seng HSI -3.01% -6.83% 2.13% -4.11%
India NIFTY 50 INDA -1.16% -10.8% 3.76% 6.71%
Brasil Bovespa EWZ -3.20% -11.4% 0.35% 15.6%

ARCC vs. Sectors ARCC is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -4.25% -5.72% -2.08% -14.2%
Consumer Discretionary XLY -4.08% -6.67% 1.54% -3.54%
Consumer Staples XLP -0.50% -6.97% -1.26% -1.42%
Energy XLE 0.48% 7.09% 9.84% 20.9%
Financial XLF -2.61% -4.66% -3.55% -12.9%
Health Care XLV -3.92% -2.98% 5.74% 8.06%
Industrial XLI -4.42% -6.88% 3.34% 0.19%
Materials XLB -3.39% -4.34% 11.5% 13.3%
Real Estate XLRE -2.48% -5.46% 4.94% -8.31%
Technology XLK -6.45% -8.46% 7.39% 2.05%
Utilities XLU -1.16% -6.83% 1.93% -12.1%
Aerospace & Defense XAR -4.95% -13.2% -9.48% -16.8%
Biotech XBI -5.30% -9.05% 16.7% 11.6%
Homebuilder XHB -3.31% -4.50% 18.9% 16.8%
Retail XRT -2.43% -6.21% 9.62% 12.5%

ARCC vs. Commodities ARCC is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 6.17% 11.0% 15.2% 28.7%
Natural Gas UNG -6.85% 15.8% -29.5% -6.15%
Gold GLD -0.47% -12.2% -17.6% -33.6%
Silver SLV 2.71% -2.28% 2.89% -13.3%
Copper CPER 5.60% 2.91% -2.12% 8.97%

ARCC vs. Yields & Bonds ARCC is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -2.89% -5.41% 3.36% 4.13%
iShares High Yield Corp. Bond HYG -1.20% -6.89% -0.03% 0.51%