MTR vs. ARCC
Compare and contrast key facts about Mesa Royalty Trust (MTR) and Ares Capital Corporation (ARCC).
Performance
MTR vs. ARCC - Performance Comparison
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MTR vs. ARCC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MTR Mesa Royalty Trust | 11.96% | -23.56% | -54.12% | -35.42% | 312.74% | 61.90% | -38.58% | -30.38% | -36.23% | 88.15% |
ARCC Ares Capital Corporation | -9.97% | 1.07% | 19.78% | 20.03% | -3.84% | 36.14% | 0.86% | 31.30% | 8.81% | 4.50% |
Fundamentals
MTR:
$0.22
ARCC:
$1.64
MTR:
21.89
ARCC:
10.82
MTR:
0.28
ARCC:
1.62
MTR:
14.58
ARCC:
6.60
MTR:
$617.51K
ARCC:
$1.88B
MTR:
$584.04K
ARCC:
$1.18B
MTR:
$434.47K
ARCC:
$1.08B
Returns By Period
In the year-to-date period, MTR achieves a 11.96% return, which is significantly higher than ARCC's -9.97% return. Over the past 10 years, MTR has underperformed ARCC with an annualized return of 2.04%, while ARCC has yielded a comparatively higher 11.74% annualized return.
MTR
- 1D
- -1.23%
- 1M
- -7.01%
- YTD
- 11.96%
- 6M
- -7.23%
- 1Y
- -19.37%
- 3Y*
- -30.17%
- 5Y*
- 7.16%
- 10Y*
- 2.04%
ARCC
- 1D
- -1.61%
- 1M
- -4.04%
- YTD
- -9.97%
- 6M
- -7.39%
- 1Y
- -12.64%
- 3Y*
- 8.76%
- 5Y*
- 8.39%
- 10Y*
- 11.74%
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Return for Risk
MTR vs. ARCC — Risk / Return Rank
MTR
ARCC
MTR vs. ARCC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mesa Royalty Trust (MTR) 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.
| MTR | ARCC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.27 | -0.54 | +0.27 |
Sortino ratioReturn per unit of downside risk | 0.08 | -0.63 | +0.71 |
Omega ratioGain probability vs. loss probability | 1.01 | 0.92 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | -0.37 | -0.63 | +0.26 |
Martin ratioReturn relative to average drawdown | -0.51 | -1.29 | +0.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MTR | ARCC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.27 | -0.54 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.42 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.03 | 0.46 | -0.43 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.06 | 0.37 | -0.31 |
Correlation
The correlation between MTR and ARCC is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
MTR vs. ARCC - Dividend Comparison
MTR's dividend yield for the trailing twelve months is around 4.29%, less than ARCC's 10.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MTR Mesa Royalty Trust | 4.29% | 5.38% | 3.57% | 11.28% | 8.95% | 6.87% | 7.18% | 13.10% | 10.98% | 8.20% | 5.94% | 13.75% |
ARCC Ares Capital Corporation | 10.83% | 9.49% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% |
Drawdowns
MTR vs. ARCC - Drawdown Comparison
The maximum MTR drawdown since its inception was -88.90%, which is greater than ARCC's maximum drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for MTR and ARCC.
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Drawdown Indicators
| MTR | ARCC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.90% | -79.36% | -9.54% |
Max Drawdown (1Y)Largest decline over 1 year | -51.53% | -19.35% | -32.18% |
Max Drawdown (5Y)Largest decline over 5 years | -84.35% | -21.76% | -62.59% |
Max Drawdown (10Y)Largest decline over 10 years | -84.35% | -56.77% | -27.58% |
Current DrawdownCurrent decline from peak | -81.64% | -18.05% | -63.59% |
Average DrawdownAverage peak-to-trough decline | -31.91% | -9.07% | -22.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 37.21% | 9.40% | +27.81% |
Volatility
MTR vs. ARCC - Volatility Comparison
Mesa Royalty Trust (MTR) has a higher volatility of 13.27% compared to Ares Capital Corporation (ARCC) at 6.78%. This indicates that MTR'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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Volatility by Period
| MTR | ARCC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.27% | 6.78% | +6.49% |
Volatility (6M)Calculated over the trailing 6-month period | 33.65% | 15.24% | +18.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 71.10% | 23.54% | +47.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 73.54% | 19.89% | +53.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 69.84% | 25.53% | +44.31% |
Financials
MTR vs. ARCC - Financials Comparison
This section allows you to compare key financial metrics between Mesa Royalty Trust 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.
Total Revenue: Total amount of money received from sales and other business activities