ARDGX vs. HTGC
Compare and contrast key facts about Archer Dividend Growth Fund (ARDGX) and Hercules Capital, Inc. (HTGC).
ARDGX is managed by Archer. It was launched on Sep 1, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARDGX or HTGC.
Key characteristics
| ARDGX | HTGC | |
|---|---|---|
| YTD Return | 3.32% | 18.30% |
| 1Y Return | 7.84% | 66.15% |
| 3Y Return (Ann) | 5.06% | 16.01% |
| 5Y Return (Ann) | 5.13% | 19.66% |
| Sharpe Ratio | 0.54 | 3.09 |
| Daily Std Dev | 11.10% | 20.77% |
| Max Drawdown | -38.17% | -68.29% |
| Current Drawdown | -3.74% | 0.00% |
Correlation
The correlation between ARDGX and HTGC is 0.50, 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.
Performance
ARDGX vs. HTGC - Performance Comparison
In the year-to-date period, ARDGX achieves a 3.32% return, which is significantly lower than HTGC's 18.30% 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
ARDGX vs. HTGC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Archer Dividend Growth Fund (ARDGX) 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.
Dividends
ARDGX vs. HTGC - Dividend Comparison
ARDGX's dividend yield for the trailing twelve months is around 3.05%, less than HTGC's 9.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARDGX Archer Dividend Growth Fund | 3.05% | 3.18% | 2.38% | 1.93% | 3.04% | 2.85% | 3.07% | 2.66% | 0.85% | 0.00% | 0.00% | 0.00% |
HTGC Hercules Capital, Inc. | 9.48% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% | 6.77% |
Drawdowns
ARDGX vs. HTGC - Drawdown Comparison
The maximum ARDGX drawdown since its inception was -38.17%, smaller than the maximum HTGC drawdown of -68.29%. Use the drawdown chart below to compare losses from any high point for ARDGX and HTGC. For additional features, visit the drawdowns tool.
Volatility
ARDGX vs. HTGC - Volatility Comparison
The current volatility for Archer Dividend Growth Fund (ARDGX) is 3.27%, while Hercules Capital, Inc. (HTGC) has a volatility of 3.53%. This indicates that ARDGX experiences smaller price fluctuations and is considered to be less risky than HTGC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.