ARES vs. WINC.AS
ARES (Ares Management Corporation) is a stock, while WINC.AS (iShares World Equity High Income UCITS ETF USD Inc) is Global Equity Income fund actively managed by iShares. Over the past year, ARES returned -34.85% vs 20.24% for WINC.AS. At a 0.27 correlation, their price movements are largely independent.
Performance
ARES vs. WINC.AS - Performance Comparison
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Returns By Period
In the year-to-date period, ARES achieves a -31.41% return, which is significantly lower than WINC.AS's 7.31% 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%
WINC.AS
- 1D
- 0.00%
- 1M
- -1.00%
- YTD
- 7.31%
- 6M
- 7.78%
- 1Y
- 20.24%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ARES vs. WINC.AS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
ARES Ares Management Corporation | -31.41% | -5.72% | 36.20% |
WINC.AS iShares World Equity High Income UCITS ETF USD Inc | 7.31% | 21.56% | 8.10% |
Correlation
The correlation between ARES and WINC.AS is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Apr 2, 2024 | 0.27 |
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Return for Risk
ARES vs. WINC.AS — Risk / Return Rank
ARES
WINC.AS
ARES vs. WINC.AS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ares Management Corporation (ARES) and iShares World Equity High Income UCITS ETF USD Inc (WINC.AS). 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.
| ARES | WINC.AS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.69 | ||
| Sortino ratioReturn per unit of downside risk | -3.93 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 1.34 | -0.47 |
| Calmar ratioReturn relative to maximum drawdown | -0.71 | 2.95 | -3.66 |
| Martin ratioReturn relative to average drawdown | -1.35 | 12.16 | -13.51 |
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Drawdowns
ARES vs. WINC.AS - Drawdown Comparison
The maximum ARES drawdown since its inception was -49.73%, which is greater than WINC.AS's maximum drawdown of -14.81%. Use the drawdown chart below to compare losses from any high point for ARES and WINC.AS.
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Drawdown Indicators
| ARES | WINC.AS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.73% | -14.81% | -34.92% |
Max Drawdown (1Y)Largest decline over 1 year | -49.05% | -6.77% | -42.28% |
Max Drawdown (3Y)Largest decline over 3 years | -49.73% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -49.73% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -49.73% | — | — |
Current DrawdownCurrent decline from peak | -42.25% | -2.10% | -40.15% |
Average DrawdownAverage peak-to-trough decline | -11.40% | -1.47% | -9.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 25.91% | 1.65% | +24.26% |
Volatility
ARES vs. WINC.AS - Volatility Comparison
Ares Management Corporation (ARES) has a higher volatility of 13.98% compared to iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) at 3.62%. This indicates that ARES's price experiences larger fluctuations and is considered to be riskier than WINC.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARES | WINC.AS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.98% | 3.62% | +10.36% |
Volatility (6M)Calculated over the trailing 6-month period | 36.10% | 8.78% | +27.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 42.24% | 10.79% | +31.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.59% | 12.60% | +24.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.53% | 12.60% | +23.93% |
Dividends
ARES vs. WINC.AS - Dividend Comparison
ARES's dividend yield for the trailing twelve months is around 6.16%, less than WINC.AS's 9.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
WINC.AS iShares World Equity High Income UCITS ETF USD Inc | 9.78% | 9.38% | 4.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ARES and WINC.AS have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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