(ARCC) Ares Capital - Performance 12.1% in 12m
Compare ARCC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
92.75%
#2 in Group
Rel. Strength
66.43%
#2697 in Universe
Total Return 12m
12.07%
#74 in Group
Total Return 5y
176.87%
#18 in Group
P/E 8.65
40th Percentile in Group
P/E Forward 9.90
58th Percentile in Group
PEG 3.95
81th Percentile in Group
FCF Yield -15.41%
(?) Percentile in Group
12m Total Return: ARCC (12.1%) vs XLF (19.3%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
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 |
-8.74% | 14.9% | 352% | 14.4 | 12.8 | 1.86 | 30.9% | 31.1% |
| AGF-B TO AGF Management |
-2.98% | 29.5% | 223% | 6.36 | 5.35 | 1.25 | 82.9% | 18.1% |
| APO NYSE Apollo Global Management |
-9.8% | 20.9% | 269% | 17.2 | 15.1 | 1.37 | 22.6% | -4.44% |
| BCSF NYSE Bain Capital Specialty |
-8.11% | 5.75% | 155% | 8.09 | 10.4 | 1.07 | -1.20% | -8.73% |
| BK NYSE The Bank of New York Mellon |
-7.15% | 41.1% | 148% | 12.5 | 11.3 | 1.01 | 58.8% | 12.8% |
| TSLX NYSE Sixth Street Specialty |
-7.52% | 9.12% | 130% | 9.74 | 9.23 | 1.27 | -35.1% | -6.83% |
| FHI NYSE Federated Investors |
-2.69% | 25.3% | 129% | 11.5 | 8.88 | 1.71 | 45.6% | 9.29% |
| PNNT NYSE PennantPark Investment |
-8.21% | 5.01% | 247% | 7.25 | 7.61 | 0.28 | -37.9% | -19.4% |
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 | -5.38% | -4.78% | -4.31% |
| 3 Months | -7.32% | -6.25% | -7.85% |
| 12 Months | 12.07% | 19.30% | 10.76% |
| 5 Years | 176.87% | 134.53% | 106.31% |
| Trend Score (consistency of price movement) | ARCC | XLF | S&P 500 |
| 1 Month | -36.5% | -30.6% | -35.6% |
| 3 Months | -83.1% | -83.1% | -89.7% |
| 12 Months | 81.4% | 84.9% | 58.3% |
| 5 Years | 95.3% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #135 | -0.63% | -1.11% |
| 3 Month | #127 | -1.14% | 0.57% |
| 12 Month | #75 | -6.06% | 1.18% |
| 5 Years | #21 | 18.1% | 34.2% |
FAQs
Does ARCC Ares Capital outperforms the market?
No,
over the last 12 months ARCC made 12.07%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.30%.
Over the last 3 months ARCC made -7.32%, while XLF made -6.25%.
Over the last 3 months ARCC made -7.32%, while XLF made -6.25%.
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 | -1.07% | -1.07% | 6.59% | 1.31% |
| US NASDAQ 100 | QQQ | -3.03% | -1.14% | 6.59% | 0.06% |
| US Dow Jones Industrial 30 | DIA | 1.0% | 0.40% | 6.33% | 5.09% |
| German DAX 40 | DAX | 1.59% | -1.57% | -11.8% | -11.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.46% | -1.88% | 8.01% | 3.45% |
| Hongkong Hang Seng | HSI | 1.20% | -2.50% | 4.72% | -1.95% |
| India NIFTY 50 | INDA | 6.36% | -6.94% | 4.99% | 10.3% |
| Brasil Bovespa | EWZ | -0.82% | -7.35% | 2.09% | 17.6% |
ARCC vs. Sectors ARCC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.93% | 0.20% | -2.15% | -10.3% |
| Consumer Discretionary | XLY | -3.42% | -1.34% | 3.43% | -2.28% |
| Consumer Staples | XLP | 6.39% | -8.13% | 1.27% | 2.58% |
| Energy | XLE | 2.28% | 6.25% | 9.02% | 24.0% |
| Financial | XLF | 0.89% | -0.60% | -1.51% | -7.23% |
| Health Care | XLV | 1.95% | -0.41% | 8.60% | 11.8% |
| Industrial | XLI | 0.76% | -1.31% | 6.24% | 5.16% |
| Materials | XLB | 2.18% | -0.87% | 13.5% | 17.4% |
| Real Estate | XLRE | 3.76% | -3.47% | 8.74% | -3.05% |
| Technology | XLK | -4.88% | -0.86% | 11.5% | 5.83% |
| Utilities | XLU | 3.08% | -7.06% | 3.49% | -8.37% |
| Aerospace & Defense | XAR | -0.63% | -5.08% | -4.68% | -14.9% |
| Biotech | XBI | -0.20% | 2.46% | 19.7% | 14.3% |
| Homebuilder | XHB | 0.68% | 0.64% | 21.6% | 20.0% |
| Retail | XRT | 1.72% | -2.45% | 10.7% | 15.7% |