Performance analysis of Ares Capital (ARCC)
Annual Return
Over the past 3 years, ARCC has had an average annual return of +9.09%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, ARCC has had an average annual return of +8.65%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, ARCC has had an average annual return of +12.54%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Oct 5, 2004, ARCC has had an average annual return of +11.90%, outperforming the benchmark SPY, which returned +11.14% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -5.18% | +1.12% | +19.80% | +19.94% | -3.83% | +36.18% | +0.64% | +31.25% | +8.79% | +4.53% | +27.96% | +0.92% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| -3.61% | +11.08% | +24.63% | +2.56% | +45.29% | +146.89% | -48.46% | -15.48% | +30.54% | -10.83% | +31.40% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.68% | -6.39% | -0.62% | +6.33% | -0.89% | -1.63% | -5.18% | ||||||
| 2025 | +8.13% | -1.22% | -3.08% | -6.77% | +6.73% | +1.81% | +3.05% | -1.02% | -6.83% | -0.29% | +1.33% | +0.43% | +1.12% |
| 2024 | +1% | +0% | +5.39% | -1.01% | +4.66% | -1.14% | +0.48% | +0.67% | +1.68% | +0.96% | +4.78% | +1.01% | +19.80% |
| 2023 | +4.87% | -0.05% | -3.06% | +1.12% | +1.41% | +2.86% | +4.31% | -0.56% | +2.38% | -2.62% | +4.54% | +3.52% | +19.94% |
| 2022 | +4.29% | -1.18% | -1.89% | -3.25% | -4.39% | -5.14% | +8.14% | +1.29% | -11.98% | +15.11% | +1.13% | -3.44% | -3.83% |
| 2021 | +2.43% | +5.95% | +4.27% | +2.89% | +1.14% | +2.66% | +1.94% | -0.35% | +4.25% | +5.46% | -5.50% | +6.74% | +36.18% |
| 2020 | +0.91% | -8.66% | -35.58% | +19.11% | +14.88% | +0.62% | -2.42% | +4.33% | -2.50% | -0.86% | +19.16% | +5% | +0.64% |
| 2019 | +4.62% | +6.26% | +1.39% | +5.02% | -2.44% | +4.59% | +3.51% | +1.56% | +1.02% | -1.82% | +2.35% | +1.83% | +31.25% |
| 2018 | +1.46% | -1.00% | +2.96% | +1.07% | +5.24% | -0.34% | +2.43% | +3.62% | +0.69% | -0.18% | -0.70% | -6.33% | +8.79% |
| 2017 | +2.49% | +5.03% | +0.07% | +1.27% | -5.40% | +0.66% | +0.06% | -2.01% | +4.51% | -1.89% | +0.87% | -0.77% | +4.53% |
Drawdown analysis of Ares Capital (ARCC)
The maximum drawdown for the ARCC was -79.36%, occurring on Mar 5, 2009. Recovery took 203 trading sessions.
The current ARCC drawdown is -13.64%.
Since Oct 5, 2004 ARCC has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 7 times
- 10% or more: 15 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -79.36% | Feb 22, 2007 | 512 | Mar 5, 2009 | 203 | Dec 22, 2009 | 715 |
| -56.84% | Feb 7, 2020 | 30 | Mar 23, 2020 | 209 | Jan 20, 2021 | 239 |
| -24.60% | Apr 29, 2011 | 69 | Aug 8, 2011 | 140 | Feb 28, 2012 | 209 |
| -22.17% | Apr 29, 2010 | 46 | Jul 6, 2010 | 60 | Sep 29, 2010 | 106 |
| -21.89% | Apr 6, 2015 | 216 | Feb 11, 2016 | 113 | Jul 25, 2016 | 329 |
| -21.78% | Apr 20, 2022 | 40 | Jun 16, 2022 | 277 | Jul 26, 2023 | 317 |
| -20.11% | Aug 4, 2005 | 52 | Oct 18, 2005 | 237 | Sep 27, 2006 | 289 |
| -19.35% | Dec 28, 2004 | 61 | Mar 28, 2005 | 90 | Aug 3, 2005 | 151 |
| -19.33% | Jul 17, 2025 | 175 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -18.79% | Feb 4, 2025 | 44 | Apr 8, 2025 | 63 | Jul 10, 2025 | 107 |
| -17.20% | Jan 19, 2010 | 12 | Feb 4, 2010 | 28 | Mar 17, 2010 | 40 |
| -14.28% | Nov 9, 2018 | 29 | Dec 24, 2018 | 38 | Feb 20, 2019 | 67 |
| -13.99% | Jun 30, 2014 | 118 | Dec 16, 2014 | 45 | Feb 23, 2015 | 163 |
| -11.36% | Apr 3, 2012 | 32 | May 18, 2012 | 38 | Jul 13, 2012 | 70 |
| -10.77% | Feb 8, 2022 | 24 | Mar 15, 2022 | 24 | Apr 19, 2022 | 48 |
| -8.92% | May 21, 2013 | 10 | Jun 5, 2013 | 40 | Aug 1, 2013 | 50 |
| -8.87% | Nov 1, 2012 | 9 | Nov 14, 2012 | 7 | Nov 26, 2012 | 16 |
| -8.66% | Feb 18, 2014 | 59 | May 13, 2014 | 33 | Jun 30, 2014 | 92 |
| -8.07% | Apr 6, 2017 | 93 | Aug 18, 2017 | 165 | Apr 17, 2018 | 258 |
| -7.99% | Feb 28, 2011 | 12 | Mar 16, 2011 | 15 | Apr 6, 2011 | 27 |
| -7.65% | Sep 24, 2018 | 22 | Oct 24, 2018 | 9 | Nov 6, 2018 | 31 |
| -7.54% | Oct 28, 2021 | 35 | Dec 17, 2021 | 16 | Jan 11, 2022 | 51 |
| -7.51% | Mar 14, 2013 | 21 | Apr 15, 2013 | 26 | May 21, 2013 | 47 |
| -7.02% | Apr 21, 2021 | 15 | May 12, 2021 | 14 | Jun 2, 2021 | 29 |
| -6.95% | Jul 30, 2024 | 4 | Aug 5, 2024 | 38 | Sep 27, 2024 | 42 |