JEF vs. ARCC

In the year-to-date period, JEF achieves a -39.97% return, which is significantly lower than ARCC's -1.35% return. Both investments have delivered pretty close results over the past 10 years, with JEF having a 11.78% annualized return and ARCC not far ahead at 12.35%.

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This table presents a comparison of risk-adjusted performance metrics for Jefferies Financial Group Inc. (JEF) 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 JEF Sharpe Ratio is 0.18, which is lower than the ARCC Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of JEF 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.

JEF's dividend yield for the trailing twelve months is around 2.99%, less than ARCC's 9.10% yield.

The maximum JEF drawdown since its inception was -80.74%, roughly equal to the maximum ARCC drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for JEF and ARCC. For additional features, visit the drawdowns tool.

Jefferies Financial Group Inc. (JEF) has a higher volatility of 29.07% compared to Ares Capital Corporation (ARCC) at 15.61%. This indicates that JEF'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.

This section allows you to compare key financial metrics between Jefferies Financial Group Inc. 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.