Overview Performance Dividends Peer Group Options

(ARCC) Ares Capital - Performance 19.6% in 12m

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

Performance Rating 92.53%
#8 in Group
Rel. Strength 74.98%
#1912 in Universe
Total Return 12m 19.55%
#44 in Group
Total Return 5y 271.11%
#18 in Group
P/E 9.06
35th Percentile in Group
P/E Forward 10.7
63th Percentile in Group
PEG 3.95
81th Percentile in Group
FCF Yield -14.68%
3th Percentile in Group

12m Total Return: ARCC (19.6%) vs XLF (22.3%)

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 19.6% in 12m

Top Performers in Asset Management & Custody Banks

Short Term
Symbol 1w 1m 3m
ARCC 0.81% -1.32% 3.21%
GATE 122% 229% 231%
BOWN 8.15% 99.5% -33.6%
CMTG -13.1% 53.4% -21.9%
Long Term
Symbol 6m 12m 5y
ARCC 12.4% 19.6% 271%
LCS 25.0% 68.7% 745%
GATE 230% 245% 268%
CIX 72.3% 126% 407%
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		 -7.06% 15.6% 426% 14.9 13.1 0.99 33.8% 30.6%
BCSF NYSE
Bain Capital Specialty		 -9.11% 17.5% 285% 9.01 10.4 1.07 -1.20% -8.73%
AGF-B TO
AGF Management Limited		 -7.87% 30.2% 375% 6.83 6.08 1.25 82.9% 18.1%
APO NYSE
Apollo Global Management		 -2.12% 29.8% 350% 18.7 16.4 1.37 22.1% -4.44%
PFLT NYSE
PennantPark Floating Rate		 -0.93% 10.4% 304% 8.34 8.61 0.27 23.5% 3.93%
TSLX NYSE
Sixth Street Specialty		 -2.5% 16.9% 223% 11.1 10.5 1.27 -35.1% -6.83%
PNNT NYSE
PennantPark Investment		 -1.5% 17.6% 348% 8.4 8.55 0.28 -37.9% -19.4%
FHI NYSE
Federated Investors		 6.23% 20.6% 176% 12.8 10.1 1.94 45.6% 9.29%

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 -1.32% -2.70% -3.01%
3 Months 3.21% 4.42% -3.15%
12 Months 19.55% 22.25% 10.19%
5 Years 271.11% 161.62% 129.24%
Trend Score (consistency of price movement) ARCC XLF S&P 500
1 Month 45.1% 62.5% -5.5%
3 Months -12.5% -0.9% -58.4%
12 Months 92.2% 93.1% 84.1%
5 Years 95.4% 75.2% 84.4%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #87 1.42% 1.74%
3 Month #57 -1.16% 6.57%
12 Month #44 -2.21% 8.49%
5 Years #18 41.9% 61.9%

FAQs

Does ARCC Ares Capital outperforms the market?

No, over the last 12 months ARCC made 19.55%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.25%.
Over the last 3 months ARCC made 3.21%, while XLF made 4.42%.

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 1.53% 1.69% 12.6% 9.36%
US NASDAQ 100 QQQ 2.51% 2.74% 13.3% 11.0%
US Dow Jones Industrial 30 DIA 1.33% 0.82% 11.7% 10.0%
German DAX 40 DAX 2.83% 2.06% -4.22% -2.14%
Shanghai Shenzhen CSI 300 CSI 300 1.82% -1.55% 27.8% 10.4%
Hongkong Hang Seng HSI -0.44% -4.09% 21.8% 2.22%
India NIFTY 50 INDA 0.50% -9.19% 22.9% 18.9%
Brasil Bovespa EWZ 1.42% -9.61% 20.6% 31.3%

ARCC vs. Sectors ARCC is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC 3.07% 2.49% 4.46% 0.34%
Consumer Discretionary XLY 0.77% 2.51% 9.21% 5.49%
Consumer Staples XLP -1.26% 0.52% 11.7% 8.52%
Energy XLE 0.44% -9.34% 6.99% 18.7%
Financial XLF 1.05% 1.38% 0.41% -2.70%
Health Care XLV 1.11% 1.84% 17.3% 17.9%
Industrial XLI 1.22% -0.63% 13.3% 11.0%
Materials XLB 0.43% -1.83% 20.7% 23.5%
Real Estate XLRE -0.51% 1.37% 15.7% 6.19%
Technology XLK 2.66% 2.69% 17.7% 17.5%
Utilities XLU -1.76% -2.14% 13.5% -5.68%
Aerospace & Defense XAR 2.13% -2.60% 8.65% -1.38%
Biotech XBI 6.09% 4.53% 30.3% 30.6%
Homebuilder XHB 1.03% -1.47% 32.0% 27.3%
Retail XRT -0.77% -0.82% 16.7% 24.3%

ARCC vs. Commodities ARCC is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO -2.27% -7.35% 5.60% 23.3%
Natural Gas UNG -3.71% 2.78% -15.8% -16.4%
Gold GLD -2.76% -9.35% -4.86% -17.1%
Silver SLV 0.06% -8.31% 6.37% -9.48%
Copper CPER 4.54% -11.7% 4.24% -3.95%

ARCC vs. Yields & Bonds ARCC is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -2.09% -0.44% 16.8% 16.1%
iShares High Yield Corp. Bond HYG 0.63% -0.87% 10.9% 10.8%