PortfoliosLab logoPortfoliosLab logo
ARES vs. ASST
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ARES vs. ASST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ares Management Corporation (ARES) and Asset Entities Inc. Class B Common Stock (ASST). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, ARES achieves a -31.41% return, which is significantly lower than ASST's -21.27% return.


ARES

1D
-1.40%
1M
-14.89%
YTD
-31.41%
6M
-34.42%
1Y
-34.85%
3Y*
7.32%
5Y*
14.87%
10Y*
27.74%

ASST

1D
2.47%
1M
-34.24%
YTD
-21.27%
6M
-24.88%
1Y
-85.14%
3Y*
-59.43%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ARES vs. ASST - Yearly Performance Comparison


2026 (YTD)202520242023
ARES
Ares Management Corporation
-31.41%-5.72%52.68%45.17%
ASST
Asset Entities Inc. Class B Common Stock
-21.27%50.46%-84.65%-89.13%

Correlation

The correlation between ARES and ASST is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.29

Correlation (3Y)
Calculated over the trailing 3-year period

0.09

Correlation (All Time)
Calculated using the full available price history since Feb 3, 2023

0.08

Over the past year, ARES and ASST have become more correlated (0.29) than their long-term average of 0.08, meaning their price movements have been converging.

Fundamentals

EPS

ARES:

$2.82

ASST:

-$19.16

PS Ratio

ARES:

3.76

ASST:

72.97

Total Revenue (TTM)

ARES:

$6.31B

ASST:

$5.73M

Gross Profit (TTM)

ARES:

$4.46B

ASST:

-$7.43M

EBITDA (TTM)

ARES:

$2.42B

ASST:

-$304.63M

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

ARES vs. ASST — Risk / Return Rank

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

ARES
ARES Risk / Return Rank: 1212
Overall Rank
ARES Sharpe Ratio Rank: 99
Sharpe Ratio Rank
ARES Sortino Ratio Rank: 1212
Sortino Ratio Rank
ARES Omega Ratio Rank: 1313
Omega Ratio Rank
ARES Calmar Ratio Rank: 1717
Calmar Ratio Rank
ARES Martin Ratio Rank: 1111
Martin Ratio Rank

ASST
ASST Risk / Return Rank: 1818
Overall Rank
ASST Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
ASST Sortino Ratio Rank: 1919
Sortino Ratio Rank
ASST Omega Ratio Rank: 2121
Omega Ratio Rank
ASST Calmar Ratio Rank: 88
Calmar Ratio Rank
ASST Martin Ratio Rank: 2121
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.

ARES vs. ASST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ares Management Corporation (ARES) and Asset Entities Inc. Class B Common Stock (ASST). 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.


ARESASSTDifference
Sharpe ratioReturn per unit of total volatility

-0.31

Sortino ratioReturn per unit of downside risk

-0.39

Omega ratioGain probability vs. loss probability

0.87

0.93

-0.06

Calmar ratioReturn relative to maximum drawdown

-0.71

-0.89

+0.18

Martin ratioReturn relative to average drawdown

-1.35

-1.06

-0.29

ARES vs. ASST - Sharpe Ratio Comparison

The current ARES Sharpe Ratio is -0.83, which is lower than the ASST Sharpe Ratio of -0.52. The chart below compares the historical Sharpe Ratios of ARES and ASST, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

ARES vs. ASST - Drawdown Comparison

The maximum ARES drawdown since its inception was -49.73%, smaller than the maximum ASST drawdown of -98.78%. Use the drawdown chart below to compare losses from any high point for ARES and ASST.


Loading charts...

Drawdown Indicators


ARESASSTDifference

Max Drawdown

Largest peak-to-trough decline

-49.73%

-98.78%

+49.05%

Max Drawdown (1Y)

Largest decline over 1 year

-49.05%

-95.98%

+46.93%

Max Drawdown (3Y)

Largest decline over 3 years

-49.73%

-97.25%

+47.52%

Max Drawdown (5Y)

Largest decline over 5 years

-49.73%

Max Drawdown (10Y)

Largest decline over 10 years

-49.73%

Current Drawdown

Current decline from peak

-42.25%

-98.02%

+55.77%

Average Drawdown

Average peak-to-trough decline

-11.40%

-90.48%

+79.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

25.91%

80.34%

-54.43%

Volatility

ARES vs. ASST - Volatility Comparison

The current volatility for Ares Management Corporation (ARES) is 13.98%, while Asset Entities Inc. Class B Common Stock (ASST) has a volatility of 25.82%. This indicates that ARES experiences smaller price fluctuations and is considered to be less risky than ASST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


ARESASSTDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.98%

25.82%

-11.84%

Volatility (6M)

Calculated over the trailing 6-month period

36.10%

81.19%

-45.09%

Volatility (1Y)

Calculated over the trailing 1-year period

42.24%

162.89%

-120.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.59%

320.82%

-283.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.53%

320.82%

-284.29%

Dividends

ARES vs. ASST - Dividend Comparison

ARES's dividend yield for the trailing twelve months is around 6.16%, while ASST has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
ARES
Ares Management Corporation
6.16%3.29%2.10%2.59%3.57%2.31%3.40%3.59%7.50%5.65%4.32%6.81%
ASST
Asset Entities Inc. Class B Common Stock
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

ARES vs. ASST - Financials Comparison

This section allows you to compare key financial metrics between Ares Management Corporation and Asset Entities Inc. Class B Common Stock. 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


0.00500.00M1.00B1.50BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
1.53B
2.76M
(ARES) Total Revenue
(ASST) Total Revenue
Values in USD except per share items

Frequently Asked Questions


ARES and ASST have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ASST has higher volatility (25.82%) compared to ARES (13.98%). In terms of maximum drawdown, ARES dropped -49.73% vs ASST's -98.78%.

ASST currently has the higher Sharpe Ratio (-0.52 vs -0.83), 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.

Portfolio Optimizer

Find the right allocation for ARES and ASST

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer