ARCC vs. HTGC

In the year-to-date period, ARCC achieves a -1.35% return, which is significantly higher than HTGC's -9.14% return. Over the past 10 years, ARCC has underperformed HTGC with an annualized return of 12.35%, while HTGC has yielded a comparatively higher 13.69% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Ares Capital Corporation (ARCC) and Hercules Capital, Inc. (HTGC). 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 ARCC Sharpe Ratio is 0.57, which is higher than the HTGC Sharpe Ratio of 0.12. The chart below compares the historical Sharpe Ratios of ARCC and HTGC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ARCC's dividend yield for the trailing twelve months is around 9.10%, more than HTGC's 8.93% yield.

The maximum ARCC drawdown since its inception was -79.36%, which is greater than HTGC's maximum drawdown of -68.50%. Use the drawdown chart below to compare losses from any high point for ARCC and HTGC. For additional features, visit the drawdowns tool.

Ares Capital Corporation (ARCC) has a higher volatility of 15.61% compared to Hercules Capital, Inc. (HTGC) at 13.55%. This indicates that ARCC's price experiences larger fluctuations and is considered to be riskier than HTGC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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