MCNAX vs. ARCC

In the year-to-date period, MCNAX achieves a 1.76% return, which is significantly higher than ARCC's 1.08% return. Over the past 10 years, MCNAX has underperformed ARCC with an annualized return of 0.79%, while ARCC has yielded a comparatively higher 13.06% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for Madison Conservative Allocation Fund (MCNAX) 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 MCNAX Sharpe Ratio is 0.73, which is higher than the ARCC Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of MCNAX 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.

MCNAX's dividend yield for the trailing twelve months is around 2.75%, less than ARCC's 8.88% yield.

The maximum MCNAX drawdown since its inception was -27.76%, smaller than the maximum ARCC drawdown of -79.40%. Use the drawdown chart below to compare losses from any high point for MCNAX and ARCC. For additional features, visit the drawdowns tool.

The current volatility for Madison Conservative Allocation Fund (MCNAX) is 1.92%, while Ares Capital Corporation (ARCC) has a volatility of 6.86%. This indicates that MCNAX 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.