ADX vs. ARCC

In the year-to-date period, ADX achieves a 4.58% return, which is significantly higher than ARCC's 0.61% return. Over the past 10 years, ADX has underperformed ARCC with an annualized return of 11.27%, while ARCC has yielded a comparatively higher 12.92% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Adams Diversified Equity Fund, Inc. (ADX) and Ares Capital Corporation (ARCC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current ADX Sharpe Ratio is 0.87, which is higher than the ARCC Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of ADX and ARCC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ADX's dividend yield for the trailing twelve months is around 16.52%, more than ARCC's 8.92% yield.

The maximum ADX drawdown since its inception was -56.82%, smaller than the maximum ARCC drawdown of -79.40%. Use the drawdown chart below to compare losses from any high point for ADX and ARCC. For additional features, visit the drawdowns tool.

The current volatility for Adams Diversified Equity Fund, Inc. (ADX) is 4.59%, while Ares Capital Corporation (ARCC) has a volatility of 6.21%. This indicates that ADX experiences smaller price fluctuations and is considered to be less risky than ARCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.