FOCIX vs. ARCC

In the year-to-date period, FOCIX achieves a -1.04% return, which is significantly higher than ARCC's -6.68% return. Over the past 10 years, FOCIX has underperformed ARCC with an annualized return of 5.37%, while ARCC has yielded a comparatively higher 11.68% annualized return.

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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.

The current FOCIX Sharpe Ratio is 0.83, which is higher than the ARCC Sharpe Ratio of 0.43. The chart below compares the historical Sharpe Ratios of FOCIX 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.

FOCIX's dividend yield for the trailing twelve months is around 2.34%, less than ARCC's 9.61% yield.

The maximum FOCIX drawdown since its inception was -22.33%, smaller than the maximum ARCC drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for FOCIX and ARCC. For additional features, visit the drawdowns tool.

The current volatility for Fairholme Focused Income Fund (FOCIX) is NaN%, while Ares Capital Corporation (ARCC) has a volatility of NaN%. 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.