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AVD vs. ARCC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AVD and ARCC is 0.56, 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

AVD vs. ARCC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Vanguard Corporation (AVD) and Ares Capital Corporation (ARCC). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

AVD:

-0.83

ARCC:

0.63

Sortino Ratio

AVD:

-1.34

ARCC:

1.07

Omega Ratio

AVD:

0.79

ARCC:

1.16

Calmar Ratio

AVD:

-0.72

ARCC:

0.75

Martin Ratio

AVD:

-1.59

ARCC:

2.99

Ulcer Index

AVD:

40.87%

ARCC:

4.70%

Daily Std Dev

AVD:

62.97%

ARCC:

20.65%

Max Drawdown

AVD:

-89.90%

ARCC:

-79.40%

Current Drawdown

AVD:

-87.16%

ARCC:

-6.43%

Fundamentals

Market Cap

AVD:

$128.11M

ARCC:

$14.89B

EPS

AVD:

-$1.04

ARCC:

$2.04

PEG Ratio

AVD:

2.27

ARCC:

3.95

PS Ratio

AVD:

0.23

ARCC:

4.93

PB Ratio

AVD:

0.39

ARCC:

1.05

Total Revenue (TTM)

AVD:

$246.52M

ARCC:

$2.13B

Gross Profit (TTM)

AVD:

$55.06M

ARCC:

$2.04B

EBITDA (TTM)

AVD:

-$26.58M

ARCC:

$1.83B

Returns By Period

In the year-to-date period, AVD achieves a -4.75% return, which is significantly lower than ARCC's 1.78% return. Over the past 10 years, AVD has underperformed ARCC with an annualized return of -10.54%, while ARCC has yielded a comparatively higher 13.14% annualized return.


AVD

YTD

-4.75%

1M

17.29%

6M

-25.13%

1Y

-52.26%

5Y*

-18.17%

10Y*

-10.54%

ARCC

YTD

1.78%

1M

9.39%

6M

5.78%

1Y

12.84%

5Y*

21.83%

10Y*

13.14%

*Annualized

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Risk-Adjusted Performance

AVD vs. ARCC — Risk-Adjusted Performance Rank

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

AVD
The Risk-Adjusted Performance Rank of AVD is 66
Overall Rank
The Sharpe Ratio Rank of AVD is 88
Sharpe Ratio Rank
The Sortino Ratio Rank of AVD is 77
Sortino Ratio Rank
The Omega Ratio Rank of AVD is 55
Omega Ratio Rank
The Calmar Ratio Rank of AVD is 88
Calmar Ratio Rank
The Martin Ratio Rank of AVD is 44
Martin Ratio Rank

ARCC
The Risk-Adjusted Performance Rank of ARCC is 7474
Overall Rank
The Sharpe Ratio Rank of ARCC is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of ARCC is 6767
Sortino Ratio Rank
The Omega Ratio Rank of ARCC is 7171
Omega Ratio Rank
The Calmar Ratio Rank of ARCC is 7979
Calmar Ratio Rank
The Martin Ratio Rank of ARCC is 7979
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AVD vs. ARCC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Vanguard Corporation (AVD) and Ares Capital Corporation (ARCC). 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 AVD Sharpe Ratio is -0.83, which is lower than the ARCC Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of AVD and ARCC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

AVD vs. ARCC - Dividend Comparison

AVD's dividend yield for the trailing twelve months is around 0.68%, less than ARCC's 8.82% yield.


TTM20242023202220212020201920182017201620152014
AVD
American Vanguard Corporation
0.68%1.30%1.09%0.48%0.49%0.26%0.41%0.53%0.31%0.16%0.14%1.46%
ARCC
Ares Capital Corporation
8.82%8.77%9.59%10.12%7.65%9.47%9.01%9.88%9.67%9.22%11.02%10.06%

Drawdowns

AVD vs. ARCC - Drawdown Comparison

The maximum AVD drawdown since its inception was -89.90%, which is greater than ARCC's maximum drawdown of -79.40%. Use the drawdown chart below to compare losses from any high point for AVD and ARCC. For additional features, visit the drawdowns tool.


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Volatility

AVD vs. ARCC - Volatility Comparison

American Vanguard Corporation (AVD) has a higher volatility of 14.04% compared to Ares Capital Corporation (ARCC) at 6.77%. This indicates that AVD's price experiences larger fluctuations and is considered to be riskier than ARCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

AVD vs. ARCC - Financials Comparison

This section allows you to compare key financial metrics between American Vanguard Corporation and Ares Capital Corporation. 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


0.00200.00M400.00M600.00M800.00M20212022202320242025
118.31M
599.00M
(AVD) Total Revenue
(ARCC) Total Revenue
Values in USD except per share items