ARCC vs. UAN
Compare and contrast key facts about Ares Capital Corporation (ARCC) and CVR Partners, LP (UAN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARCC or UAN.
Key characteristics
| ARCC | UAN | |
|---|---|---|
| YTD Return | 4.36% | 18.73% |
| 1Y Return | 22.35% | -0.47% |
| 3Y Return (Ann) | 11.48% | 42.94% |
| 5Y Return (Ann) | 13.71% | 31.38% |
| 10Y Return (Ann) | 11.88% | -1.05% |
| Sharpe Ratio | 1.74 | -0.03 |
| Daily Std Dev | 13.36% | 36.96% |
| Max Drawdown | -79.36% | -96.77% |
| Current Drawdown | -1.92% | -33.52% |
Fundamentals
| ARCC | UAN | |
|---|---|---|
| Market Cap | $12.63B | $830.66M |
| EPS | $2.68 | $16.31 |
| PE Ratio | 7.77 | 4.82 |
| PEG Ratio | 3.95 | -1.30 |
| Revenue (TTM) | $2.61B | $681.48M |
| Gross Profit (TTM) | $2.10B | $437.34M |
Correlation
The correlation between ARCC and UAN is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ARCC vs. UAN - Performance Comparison
In the year-to-date period, ARCC achieves a 4.36% return, which is significantly lower than UAN's 18.73% return. Over the past 10 years, ARCC has outperformed UAN with an annualized return of 11.88%, while UAN has yielded a comparatively lower -1.05% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
ARCC vs. UAN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ares Capital Corporation (ARCC) and CVR Partners, LP (UAN). 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.
Dividends
ARCC vs. UAN - Dividend Comparison
ARCC's dividend yield for the trailing twelve months is around 9.40%, less than UAN's 23.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARCC Ares Capital Corporation | 9.40% | 9.59% | 10.10% | 7.60% | 9.41% | 8.94% | 9.78% | 9.57% | 9.12% | 10.90% | 9.93% | 8.67% |
UAN CVR Partners, LP | 23.47% | 40.64% | 19.21% | 5.62% | 0.00% | 12.90% | 0.00% | 0.61% | 11.81% | 15.61% | 14.48% | 10.60% |
Drawdowns
ARCC vs. UAN - Drawdown Comparison
The maximum ARCC drawdown since its inception was -79.36%, smaller than the maximum UAN drawdown of -96.77%. Use the drawdown chart below to compare losses from any high point for ARCC and UAN. For additional features, visit the drawdowns tool.
Volatility
ARCC vs. UAN - Volatility Comparison
The current volatility for Ares Capital Corporation (ARCC) is 3.83%, while CVR Partners, LP (UAN) has a volatility of 7.70%. This indicates that ARCC experiences smaller price fluctuations and is considered to be less risky than UAN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.