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NXE vs. ARCC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between NXE and ARCC is 0.26, 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.


-0.50.00.51.00.3

Performance

NXE vs. ARCC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NexGen Energy Ltd. (NXE) and Ares Capital Corporation (ARCC). The values are adjusted to include any dividend payments, if applicable.

-20.00%-10.00%0.00%10.00%20.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
3.86%
9.01%
NXE
ARCC

Key characteristics

Sharpe Ratio

NXE:

0.03

ARCC:

1.74

Sortino Ratio

NXE:

0.43

ARCC:

2.44

Omega Ratio

NXE:

1.05

ARCC:

1.32

Calmar Ratio

NXE:

0.04

ARCC:

2.91

Martin Ratio

NXE:

0.08

ARCC:

12.04

Ulcer Index

NXE:

18.87%

ARCC:

1.68%

Daily Std Dev

NXE:

53.70%

ARCC:

11.63%

Max Drawdown

NXE:

-82.98%

ARCC:

-79.36%

Current Drawdown

NXE:

-21.17%

ARCC:

-1.17%

Fundamentals

Market Cap

NXE:

$4.18B

ARCC:

$13.76B

EPS

NXE:

$0.21

ARCC:

$2.60

PE Ratio

NXE:

35.14

ARCC:

8.19

PEG Ratio

NXE:

0.00

ARCC:

3.95

Total Revenue (TTM)

NXE:

$0.00

ARCC:

$2.46B

Gross Profit (TTM)

NXE:

-$1.58M

ARCC:

$2.10B

EBITDA (TTM)

NXE:

-$50.78M

ARCC:

$1.13B

Returns By Period

In the year-to-date period, NXE achieves a 0.00% return, which is significantly lower than ARCC's 17.81% return.


NXE

YTD

0.00%

1M

-21.17%

6M

3.86%

1Y

1.16%

5Y*

42.65%

10Y*

N/A

ARCC

YTD

17.81%

1M

-0.05%

6M

9.01%

1Y

19.42%

5Y*

13.42%

10Y*

13.44%

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

NXE vs. ARCC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for NexGen Energy Ltd. (NXE) 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.


Sharpe ratio
The chart of Sharpe ratio for NXE, currently valued at 0.03, compared to the broader market-4.00-2.000.002.000.031.74
The chart of Sortino ratio for NXE, currently valued at 0.43, compared to the broader market-4.00-2.000.002.004.000.432.44
The chart of Omega ratio for NXE, currently valued at 1.05, compared to the broader market0.501.001.502.001.051.32
The chart of Calmar ratio for NXE, currently valued at 0.04, compared to the broader market0.002.004.006.000.042.91
The chart of Martin ratio for NXE, currently valued at 0.08, compared to the broader market-5.000.005.0010.0015.0020.0025.000.0812.04
NXE
ARCC

The current NXE Sharpe Ratio is 0.03, which is lower than the ARCC Sharpe Ratio of 1.74. The chart below compares the historical Sharpe Ratios of NXE 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.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
0.03
1.74
NXE
ARCC

Dividends

NXE vs. ARCC - Dividend Comparison

NXE has not paid dividends to shareholders, while ARCC's dividend yield for the trailing twelve months is around 8.92%.


TTM20232022202120202019201820172016201520142013
NXE
NexGen Energy Ltd.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ARCC
Ares Capital Corporation
8.92%9.59%10.12%7.65%9.47%9.01%9.88%9.67%9.22%11.02%10.06%8.84%

Drawdowns

NXE vs. ARCC - Drawdown Comparison

The maximum NXE drawdown since its inception was -82.98%, roughly equal to the maximum ARCC drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for NXE and ARCC. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-21.17%
-1.17%
NXE
ARCC

Volatility

NXE vs. ARCC - Volatility Comparison

NexGen Energy Ltd. (NXE) has a higher volatility of 10.71% compared to Ares Capital Corporation (ARCC) at 3.41%. This indicates that NXE'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.


0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
10.71%
3.41%
NXE
ARCC

Financials

NXE vs. ARCC - Financials Comparison

This section allows you to compare key financial metrics between NexGen Energy Ltd. 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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