FOCIX vs. ARCC
Compare and contrast key facts about Fairholme Focused Income Fund (FOCIX) and Ares Capital Corporation (ARCC).
FOCIX is managed by Fairholme. It was launched on Dec 31, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FOCIX or ARCC.
Correlation
The correlation between FOCIX and ARCC is 0.41, 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
FOCIX vs. ARCC - Performance Comparison
Key characteristics
FOCIX:
1.20
ARCC:
0.50
FOCIX:
1.75
ARCC:
0.87
FOCIX:
1.25
ARCC:
1.13
FOCIX:
1.51
ARCC:
0.58
FOCIX:
5.40
ARCC:
2.34
FOCIX:
2.10%
ARCC:
4.66%
FOCIX:
9.16%
ARCC:
20.51%
FOCIX:
-22.33%
ARCC:
-79.40%
FOCIX:
-2.16%
ARCC:
-9.52%
Returns By Period
In the year-to-date period, FOCIX achieves a 2.53% return, which is significantly higher than ARCC's -1.59% return. Over the past 10 years, FOCIX has underperformed ARCC with an annualized return of 5.52%, while ARCC has yielded a comparatively higher 13.00% annualized return.
FOCIX
2.53%
3.99%
3.78%
10.90%
10.41%
5.52%
ARCC
-1.59%
0.96%
2.28%
10.25%
20.12%
13.00%
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Risk-Adjusted Performance
FOCIX vs. ARCC — Risk-Adjusted Performance Rank
FOCIX
ARCC
FOCIX vs. ARCC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fairholme Focused Income Fund (FOCIX) 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.
Dividends
FOCIX vs. ARCC - Dividend Comparison
FOCIX's dividend yield for the trailing twelve months is around 2.25%, less than ARCC's 9.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCIX Fairholme Focused Income Fund | 2.25% | 2.46% | 2.81% | 2.25% | 1.12% | 0.65% | 2.75% | 4.57% | 9.83% | 5.16% | 5.51% | 3.77% |
ARCC Ares Capital Corporation | 9.12% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% | 10.06% |
Drawdowns
FOCIX vs. ARCC - Drawdown Comparison
The maximum FOCIX drawdown since its inception was -22.33%, smaller than the maximum ARCC drawdown of -79.40%. Use the drawdown chart below to compare losses from any high point for FOCIX and ARCC. For additional features, visit the drawdowns tool.
Volatility
FOCIX vs. ARCC - Volatility Comparison
The current volatility for Fairholme Focused Income Fund (FOCIX) is 3.80%, while Ares Capital Corporation (ARCC) has a volatility of 8.31%. This indicates that FOCIX experiences smaller price fluctuations and is considered to be less risky than ARCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.