MUX.DE vs. ARCC
MUX.DE (Mutares SE & Co. KGaA) and ARCC (Ares Capital Corporation) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, MUX.DE returned 13.91%/yr vs 12.48%/yr for ARCC. At a 0.09 correlation, their price movements are largely independent.
Performance
MUX.DE vs. ARCC - Performance Comparison
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Different Trading Currencies
MUX.DE is traded in EUR, while ARCC is traded in USD. To make them comparable, the ARCC values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, MUX.DE achieves a -4.50% return, which is significantly lower than ARCC's -2.71% return. Over the past 10 years, MUX.DE has outperformed ARCC with an annualized return of 13.91%, while ARCC has yielded a comparatively lower 12.48% annualized return.
MUX.DE
- 1D
- -0.17%
- 1M
- 11.26%
- YTD
- -4.50%
- 6M
- 0.70%
- 1Y
- -10.59%
- 3Y*
- 11.93%
- 5Y*
- 10.63%
- 10Y*
- 13.91%
ARCC
- 1D
- 0.21%
- 1M
- 0.00%
- YTD
- -2.71%
- 6M
- -5.02%
- 1Y
- -6.61%
- 3Y*
- 6.64%
- 5Y*
- 9.95%
- 10Y*
- 12.48%
MUX.DE vs. ARCC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MUX.DE Mutares SE & Co. KGaA | -4.50% | 32.63% | -28.36% | 111.23% | -14.96% | 63.58% | 35.13% | 55.24% | -37.98% | 44.04% |
ARCC Ares Capital Corporation | -2.71% | -10.93% | 27.68% | 16.43% | 2.12% | 46.32% | -7.45% | 34.26% | 13.92% | -8.35% |
Correlation
The correlation between MUX.DE and ARCC is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Jan 31, 2014 | 0.09 |
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Return for Risk
MUX.DE vs. ARCC — Risk / Return Rank
MUX.DE
ARCC
MUX.DE vs. ARCC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mutares SE & Co. KGaA (MUX.DE) 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.
| MUX.DE | ARCC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.09 | ||
| Sortino ratioReturn per unit of downside risk | +0.22 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 0.96 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | -0.28 | -0.35 | +0.08 |
| Martin ratioReturn relative to average drawdown | -0.55 | -0.60 | +0.04 |
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
| MUX.DE | ARCC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.26 | -0.34 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.49 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.48 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.40 | -0.03 |
Drawdowns
MUX.DE vs. ARCC - Drawdown Comparison
The maximum MUX.DE drawdown since its inception was -64.66%, smaller than the maximum ARCC drawdown of -74.60%. Use the drawdown chart below to compare losses from any high point for MUX.DE and ARCC.
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Drawdown Indicators
| MUX.DE | ARCC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.66% | -74.60% | +9.94% |
Max Drawdown (1Y)Largest decline over 1 year | -33.38% | -18.74% | -14.64% |
Max Drawdown (3Y)Largest decline over 3 years | -48.75% | -25.98% | -22.77% |
Max Drawdown (5Y)Largest decline over 5 years | -48.75% | -25.98% | -22.77% |
Max Drawdown (10Y)Largest decline over 10 years | -64.66% | -56.16% | -8.50% |
Current DrawdownCurrent decline from peak | -31.69% | -20.38% | -11.31% |
Average DrawdownAverage peak-to-trough decline | -25.12% | -10.25% | -14.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.66% | 11.07% | +5.59% |
Volatility
MUX.DE vs. ARCC - Volatility Comparison
Mutares SE & Co. KGaA (MUX.DE) has a higher volatility of 6.76% compared to Ares Capital Corporation (ARCC) at 3.83%. This indicates that MUX.DE'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
| MUX.DE | ARCC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.76% | 3.83% | +2.93% |
Volatility (6M)Calculated over the trailing 6-month period | 24.51% | 15.12% | +9.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.05% | 19.28% | +16.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.29% | 20.37% | +21.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.24% | 26.02% | +16.22% |
Dividends
MUX.DE vs. ARCC - Dividend Comparison
MUX.DE's dividend yield for the trailing twelve months is around 6.85%, less than ARCC's 10.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARCC Ares Capital Corporation | 10.22% | 9.49% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% |
MUX.DE Mutares SE & Co. KGaA | 6.85% | 6.54% | 9.20% | 4.85% | 8.18% | 6.47% | 6.63% | 8.18% | 11.52% | 2.28% | 5.48% | 4.66% |
Financials
MUX.DE vs. ARCC - Financials Comparison
This section allows you to compare key financial metrics between Mutares SE & Co. KGaA 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
Frequently Asked Questions
MUX.DE and ARCC have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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