ARCC vs. DUK
ARCC (Ares Capital Corporation) and DUK (Duke Energy Corporation) are both stocks. ARCC operates in Asset Management (Financial Services), while DUK operates in Utilities - Regulated Electric (Utilities). Over the past 10 years, ARCC returned 13.20%/yr vs 8.62%/yr for DUK. At a 0.24 correlation, their price movements are largely independent.
Performance
ARCC vs. DUK - Performance Comparison
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Returns By Period
In the year-to-date period, ARCC achieves a -2.20% return, which is significantly lower than DUK's 8.77% return. Over the past 10 years, ARCC has outperformed DUK with an annualized return of 13.20%, while DUK has yielded a comparatively lower 8.62% annualized return.
ARCC
- 1D
- 1.00%
- 1M
- 1.69%
- YTD
- -2.20%
- 6M
- -2.87%
- 1Y
- -3.87%
- 3Y*
- 10.27%
- 5Y*
- 9.04%
- 10Y*
- 13.20%
DUK
- 1D
- 0.91%
- 1M
- 1.69%
- YTD
- 8.77%
- 6M
- 10.57%
- 1Y
- 10.99%
- 3Y*
- 15.72%
- 5Y*
- 8.32%
- 10Y*
- 8.62%
ARCC vs. DUK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARCC Ares Capital Corporation | -2.20% | 1.07% | 19.78% | 20.03% | -3.84% | 36.14% | 0.86% | 31.30% | 8.81% | 4.50% |
DUK Duke Energy Corporation | 8.77% | 12.72% | 15.56% | -1.63% | 2.03% | 19.11% | 4.77% | 10.29% | 7.41% | 12.96% |
Correlation
The correlation between ARCC and DUK is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Oct 6, 2004 | 0.24 |
The correlation between ARCC and DUK shifts across timeframes, from -0.06 (1 year) to 0.24 (all time), reflecting how their relationship changes across market environments.
Fundamentals
ARCC:
$13.83B
DUK:
$97.35B
ARCC:
$1.63
DUK:
$6.61
ARCC:
11.81
DUK:
18.91
ARCC:
1.77
DUK:
1.48
ARCC:
5.16
DUK:
2.92
ARCC:
0.98
DUK:
1.82
ARCC:
$2.63B
DUK:
$33.29B
ARCC:
$1.86B
DUK:
$19.45B
ARCC:
$2.05B
DUK:
$15.91B
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Return for Risk
ARCC vs. DUK — Risk / Return Rank
ARCC
DUK
ARCC vs. DUK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ares Capital Corporation (ARCC) and Duke Energy Corporation (DUK). 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.
| ARCC | DUK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.00 | ||
| Sortino ratioReturn per unit of downside risk | -1.35 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.12 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | -0.26 | 0.98 | -1.24 |
| Martin ratioReturn relative to average drawdown | -0.47 | 2.32 | -2.80 |
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Drawdowns
ARCC vs. DUK - Drawdown Comparison
The maximum ARCC drawdown since its inception was -79.36%, which is greater than DUK's maximum drawdown of -71.92%. Use the drawdown chart below to compare losses from any high point for ARCC and DUK.
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Drawdown Indicators
| ARCC | DUK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.36% | -71.92% | -7.44% |
Max Drawdown (1Y)Largest decline over 1 year | -19.35% | -10.88% | -8.47% |
Max Drawdown (3Y)Largest decline over 3 years | -19.35% | -11.59% | -7.76% |
Max Drawdown (5Y)Largest decline over 5 years | -21.76% | -24.16% | +2.40% |
Max Drawdown (10Y)Largest decline over 10 years | -56.77% | -37.37% | -19.40% |
Current DrawdownCurrent decline from peak | -10.98% | -5.28% | -5.70% |
Average DrawdownAverage peak-to-trough decline | -9.10% | -10.85% | +1.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.68% | 4.57% | +6.11% |
Volatility
ARCC vs. DUK - Volatility Comparison
The current volatility for Ares Capital Corporation (ARCC) is 3.72%, while Duke Energy Corporation (DUK) has a volatility of 5.62%. This indicates that ARCC experiences smaller price fluctuations and is considered to be less risky than DUK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARCC | DUK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 5.62% | -1.90% |
Volatility (6M)Calculated over the trailing 6-month period | 14.83% | 11.13% | +3.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.48% | 14.73% | +3.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.96% | 17.84% | +2.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.58% | 20.40% | +5.18% |
Dividends
ARCC vs. DUK - Dividend Comparison
ARCC's dividend yield for the trailing twelve months is around 9.97%, more than DUK's 3.69% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARCC Ares Capital Corporation | 7.48% | 9.49% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% |
DUK Duke Energy Corporation | 3.69% | 3.60% | 3.84% | 4.18% | 3.86% | 3.72% | 4.17% | 4.11% | 4.21% | 4.15% | 4.33% | 4.54% |
Financials
ARCC vs. DUK - Financials Comparison
This section allows you to compare key financial metrics between Ares Capital Corporation and Duke Energy 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.
Total Revenue: Total amount of money received from sales and other business activities
ARCC vs. DUK - Profitability Comparison
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%.
DUK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Duke Energy Corporation reported a gross profit of 6.23B and revenue of 9.18B. Therefore, the gross margin over that period was 67.9%.
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%.
DUK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Duke Energy Corporation reported an operating income of 2.73B and revenue of 9.18B, resulting in an operating margin of 29.7%.
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%.
DUK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Duke Energy Corporation reported a net income of 1.55B and revenue of 9.18B, resulting in a net margin of 16.9%.
Frequently Asked Questions
ARCC and DUK have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DUK has higher volatility (5.62%) compared to ARCC (3.72%). In terms of maximum drawdown, ARCC dropped -79.36% vs DUK's -71.92%.
DUK currently has the higher Sharpe Ratio (0.72 vs -0.27), 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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