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APAM vs. MAIN
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

APAM vs. MAIN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Artisan Partners Asset Management Inc. (APAM) and Main Street Capital Corporation (MAIN). The values are adjusted to include any dividend payments, if applicable.

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APAM vs. MAIN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
APAM
Artisan Partners Asset Management Inc.
-7.34%2.72%4.85%60.26%-31.31%2.74%71.01%66.94%-38.17%45.24%
MAIN
Main Street Capital Corporation
-10.66%10.74%47.30%28.22%-11.37%48.31%-19.54%36.88%-8.27%16.62%

Fundamentals

Market Cap

APAM:

$2.58B

MAIN:

$4.76B

EPS

APAM:

$4.09

MAIN:

$5.14

PE Ratio

APAM:

8.90

MAIN:

10.30

PEG Ratio

APAM:

18.51

MAIN:

4.97

PS Ratio

APAM:

2.16

MAIN:

8.36

PB Ratio

APAM:

5.40

MAIN:

1.59

Total Revenue (TTM)

APAM:

$1.20B

MAIN:

$566.39M

Gross Profit (TTM)

APAM:

$540.00M

MAIN:

$435.68M

EBITDA (TTM)

APAM:

$504.09M

MAIN:

$383.65M

Returns By Period

In the year-to-date period, APAM achieves a -7.34% return, which is significantly higher than MAIN's -10.66% return. Over the past 10 years, APAM has underperformed MAIN with an annualized return of 11.54%, while MAIN has yielded a comparatively higher 13.76% annualized return.


APAM

1D
2.22%
1M
-9.66%
YTD
-7.34%
6M
-11.22%
1Y
1.63%
3Y*
13.14%
5Y*
1.09%
10Y*
11.54%

MAIN

1D
2.54%
1M
-5.84%
YTD
-10.66%
6M
-13.64%
1Y
0.64%
3Y*
19.64%
5Y*
14.20%
10Y*
13.76%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

APAM vs. MAIN — Risk / Return Rank

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

APAM
APAM Risk / Return Rank: 4141
Overall Rank
APAM Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
APAM Sortino Ratio Rank: 3737
Sortino Ratio Rank
APAM Omega Ratio Rank: 3636
Omega Ratio Rank
APAM Calmar Ratio Rank: 4444
Calmar Ratio Rank
APAM Martin Ratio Rank: 4444
Martin Ratio Rank

MAIN
MAIN Risk / Return Rank: 4040
Overall Rank
MAIN Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
MAIN Sortino Ratio Rank: 3636
Sortino Ratio Rank
MAIN Omega Ratio Rank: 3636
Omega Ratio Rank
MAIN Calmar Ratio Rank: 4343
Calmar Ratio Rank
MAIN Martin Ratio Rank: 4343
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.

APAM vs. MAIN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Artisan Partners Asset Management Inc. (APAM) and Main Street Capital Corporation (MAIN). 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.


APAMMAINDifference

Sharpe ratio

Return per unit of total volatility

0.06

0.03

+0.03

Sortino ratio

Return per unit of downside risk

0.29

0.21

+0.08

Omega ratio

Gain probability vs. loss probability

1.03

1.03

+0.01

Calmar ratio

Return relative to maximum drawdown

0.07

0.02

+0.05

Martin ratio

Return relative to average drawdown

0.18

0.06

+0.12

APAM vs. MAIN - Sharpe Ratio Comparison

The current APAM Sharpe Ratio is 0.06, which is higher than the MAIN Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of APAM and MAIN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


APAMMAINDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.06

0.03

+0.03

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.03

0.68

-0.65

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.35

0.51

-0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

0.57

-0.31

Correlation

The correlation between APAM and MAIN is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

APAM vs. MAIN - Dividend Comparison

APAM's dividend yield for the trailing twelve months is around 10.63%, more than MAIN's 8.04% yield.


TTM20252024202320222021202020192018201720162015
APAM
Artisan Partners Asset Management Inc.
10.63%8.91%7.34%6.02%12.36%8.88%6.73%10.49%14.43%6.99%9.41%9.29%
MAIN
Main Street Capital Corporation
8.04%7.00%7.02%8.55%7.97%5.74%6.99%6.76%8.43%7.49%7.42%9.15%

Drawdowns

APAM vs. MAIN - Drawdown Comparison

The maximum APAM drawdown since its inception was -59.70%, smaller than the maximum MAIN drawdown of -64.53%. Use the drawdown chart below to compare losses from any high point for APAM and MAIN.


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Drawdown Indicators


APAMMAINDifference

Max Drawdown

Largest peak-to-trough decline

-59.70%

-64.53%

+4.83%

Max Drawdown (1Y)

Largest decline over 1 year

-21.92%

-20.22%

-1.70%

Max Drawdown (5Y)

Largest decline over 5 years

-47.38%

-27.06%

-20.32%

Max Drawdown (10Y)

Largest decline over 10 years

-51.07%

-64.53%

+13.46%

Current Drawdown

Current decline from peak

-19.05%

-18.00%

-1.05%

Average Drawdown

Average peak-to-trough decline

-23.80%

-7.20%

-16.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.80%

8.42%

+0.38%

Volatility

APAM vs. MAIN - Volatility Comparison

Artisan Partners Asset Management Inc. (APAM) has a higher volatility of 8.52% compared to Main Street Capital Corporation (MAIN) at 7.21%. This indicates that APAM's price experiences larger fluctuations and is considered to be riskier than MAIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


APAMMAINDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.52%

7.21%

+1.31%

Volatility (6M)

Calculated over the trailing 6-month period

17.56%

17.61%

-0.05%

Volatility (1Y)

Calculated over the trailing 1-year period

29.01%

24.95%

+4.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.56%

20.91%

+10.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.46%

26.94%

+6.52%

Financials

APAM vs. MAIN - Financials Comparison

This section allows you to compare key financial metrics between Artisan Partners Asset Management Inc. and Main Street 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


0.0050.00M100.00M150.00M200.00M250.00M300.00M350.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
335.50M
34.55M
(APAM) Total Revenue
(MAIN) Total Revenue
Values in USD except per share items