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AFCG vs. ARCC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AFCG vs. ARCC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AFC Gamma, Inc. (AFCG) and Ares Capital Corporation (ARCC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AFCG achieves a 13.38% return, which is significantly higher than ARCC's -6.31% return.


AFCG

1D
0.63%
1M
-12.91%
YTD
13.38%
6M
10.66%
1Y
-26.48%
3Y*
-19.56%
5Y*
-15.89%
10Y*

ARCC

1D
0.78%
1M
-1.97%
YTD
-6.31%
6M
-5.23%
1Y
-8.04%
3Y*
9.29%
5Y*
8.12%
10Y*
12.83%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AFCG vs. ARCC - Yearly Performance Comparison


2026 (YTD)20252024202320222021
AFCG
AFC Gamma, Inc.
13.38%-61.90%18.70%-10.49%-21.23%14.82%
ARCC
Ares Capital Corporation
-6.31%1.07%19.78%20.03%-3.84%24.39%

Correlation

The correlation between AFCG and ARCC is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.36

Correlation (3Y)
Calculated over the trailing 3-year period

0.35

Correlation (5Y)
Calculated over the trailing 5-year period

0.36

Correlation (All Time)
Calculated using the full available price history since Mar 19, 2021

0.35

Fundamentals

Market Cap

AFCG:

$74.59M

ARCC:

$12.92B

EPS

AFCG:

-$0.88

ARCC:

$1.63

PS Ratio

AFCG:

12.03

ARCC:

4.82

PB Ratio

AFCG:

0.40

ARCC:

0.92

Total Revenue (TTM)

AFCG:

$5.96M

ARCC:

$2.63B

Gross Profit (TTM)

AFCG:

-$4.57M

ARCC:

$1.86B

EBITDA (TTM)

AFCG:

-$4.14M

ARCC:

$2.05B

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Return for Risk

AFCG vs. ARCC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AFCG
AFCG Risk / Return Rank: 2727
Overall Rank
AFCG Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
AFCG Sortino Ratio Rank: 2626
Sortino Ratio Rank
AFCG Omega Ratio Rank: 2626
Omega Ratio Rank
AFCG Calmar Ratio Rank: 2828
Calmar Ratio Rank
AFCG Martin Ratio Rank: 2929
Martin Ratio Rank

ARCC
ARCC Risk / Return Rank: 2626
Overall Rank
ARCC Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
ARCC Sortino Ratio Rank: 2222
Sortino Ratio Rank
ARCC Omega Ratio Rank: 2222
Omega Ratio Rank
ARCC Calmar Ratio Rank: 3030
Calmar Ratio Rank
ARCC Martin Ratio Rank: 3030
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AFCG vs. ARCC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AFC Gamma, Inc. (AFCG) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AFCGARCCDifference
Sharpe ratioReturn per unit of total volatility

0.00

Sortino ratioReturn per unit of downside risk

+0.18

Omega ratioGain probability vs. loss probability

0.97

0.94

+0.02

Calmar ratioReturn relative to maximum drawdown

-0.47

-0.42

-0.05

Martin ratioReturn relative to average drawdown

-0.77

-0.73

-0.03

AFCG vs. ARCC - Sharpe Ratio Comparison

The current AFCG Sharpe Ratio is -0.43, which is comparable to the ARCC Sharpe Ratio of -0.43. The chart below compares the historical Sharpe Ratios of AFCG and ARCC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

AFCG vs. ARCC - Drawdown Comparison

The maximum AFCG drawdown since its inception was -78.25%, roughly equal to the maximum ARCC drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for AFCG and ARCC.


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Drawdown Indicators


AFCGARCCDifference

Max Drawdown

Largest peak-to-trough decline

-78.25%

-79.36%

+1.11%

Max Drawdown (1Y)

Largest decline over 1 year

-56.88%

-19.35%

-37.53%

Max Drawdown (3Y)

Largest decline over 3 years

-76.86%

-19.35%

-57.51%

Max Drawdown (5Y)

Largest decline over 5 years

-78.25%

-21.76%

-56.49%

Max Drawdown (10Y)

Largest decline over 10 years

-56.77%

Current Drawdown

Current decline from peak

-66.37%

-14.72%

-51.65%

Average Drawdown

Average peak-to-trough decline

-33.29%

-9.11%

-24.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

34.66%

10.97%

+23.69%

Volatility

AFCG vs. ARCC - Volatility Comparison

AFC Gamma, Inc. (AFCG) has a higher volatility of 11.36% compared to Ares Capital Corporation (ARCC) at 4.47%. This indicates that AFCG's price experiences larger fluctuations and is considered to be riskier than ARCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AFCGARCCDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.36%

4.47%

+6.89%

Volatility (6M)

Calculated over the trailing 6-month period

42.78%

15.10%

+27.68%

Volatility (1Y)

Calculated over the trailing 1-year period

61.74%

18.66%

+43.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

42.60%

19.95%

+22.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

42.88%

25.59%

+17.29%

Dividends

AFCG vs. ARCC - Dividend Comparison

AFCG's dividend yield for the trailing twelve months is around 11.04%, more than ARCC's 10.67% yield.


PositionTTM20252024202320222021202020192018201720162015
AFCG
AFC Gamma, Inc.
11.04%18.60%17.04%16.63%14.18%5.76%0.00%0.00%0.00%0.00%0.00%0.00%
ARCC
Ares Capital Corporation
10.67%9.49%8.77%9.59%10.12%7.65%9.47%9.01%9.88%9.67%9.22%11.02%

Financials

AFCG vs. ARCC - Financials Comparison

This section allows you to compare key financial metrics between AFC Gamma, Inc. and Ares Capital Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00200.00M400.00M600.00M800.00M20222023202420252026
9.81M
763.00M
(AFCG) Total Revenue
(ARCC) Total Revenue
Values in USD except per share items

AFCG vs. ARCC - Profitability Comparison

The chart below illustrates the profitability comparison between AFC Gamma, Inc. and Ares Capital Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%202220232024202520260
72.1%
Portfolio components
AFCG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AFC Gamma, Inc. reported a gross profit of 0.00 and revenue of 9.81M. Therefore, the gross margin over that period was 0.0%.

ARCC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Ares Capital Corporation reported a gross profit of 550.00M and revenue of 763.00M. Therefore, the gross margin over that period was 72.1%.

AFCG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AFC Gamma, Inc. reported an operating income of 4.94M and revenue of 9.81M, resulting in an operating margin of 50.3%.

ARCC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Ares Capital Corporation reported an operating income of 404.00M and revenue of 763.00M, resulting in an operating margin of 53.0%.

AFCG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AFC Gamma, Inc. reported a net income of 4.83M and revenue of 9.81M, resulting in a net margin of 49.2%.

ARCC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Ares Capital Corporation reported a net income of 92.00M and revenue of 763.00M, resulting in a net margin of 12.1%.


Frequently Asked Questions


AFCG and ARCC have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AFCG has higher volatility (11.36%) compared to ARCC (4.47%). In terms of maximum drawdown, AFCG dropped -78.25% vs ARCC's -79.36%.

AFCG currently has the higher Sharpe Ratio (-0.43 vs -0.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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