SRS vs. ARCC
SRS (ProShares UltraShort Real Estate) is REIT fund tracking the Dow Jones U.S. Real Estate Index (-200%), while ARCC (Ares Capital Corporation) is a stock. Over the past 10 years, SRS returned -15.88%/yr vs 12.33%/yr for ARCC. Their -0.51 correlation means they have often moved in opposite directions in the past.
Performance
SRS vs. ARCC - Performance Comparison
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Returns By Period
In the year-to-date period, SRS achieves a -20.93% return, which is significantly lower than ARCC's -2.30% return. Over the past 10 years, SRS has underperformed ARCC with an annualized return of -15.88%, while ARCC has yielded a comparatively higher 12.33% annualized return.
SRS
- 1D
- 1.05%
- 1M
- -1.58%
- 6M
- -16.96%
- YTD
- -20.93%
- 1Y
- -17.75%
- 3Y*
- -12.90%
- 5Y*
- -5.60%
- 10Y*
- -15.88%
- ALL TIME*
- -28.32%
ARCC
- 1D
- -0.37%
- 1M
- 0.16%
- 6M
- -0.63%
- YTD
- -2.30%
- 1Y
- -7.66%
- 3Y*
- 8.39%
- 5Y*
- 8.57%
- 10Y*
- 12.33%
- ALL TIME*
- 11.98%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $81.64M | $84.10M | $93.93M | |
| $359.74K | $355.42K | $364.28K |
SRS vs. ARCC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SRS ProShares UltraShort Real Estate | -20.93% | -1.45% | -3.55% | -18.78% | 54.68% | -52.22% | -33.05% | -38.97% | 6.01% | -18.03% |
ARCC Ares Capital Corporation | -2.30% | 1.07% | 19.78% | 20.03% | -3.84% | 36.14% | 0.86% | 31.30% | 8.81% | 4.50% |
Correlation
The correlation between SRS and ARCC is -0.33, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.33 |
Correlation (3Y) Balances recent behavior with more history. | -0.35 |
Correlation (5Y) Shows whether the relationship held over a longer period. | -0.43 |
Correlation (10Y) Provides a long-term view across more market conditions. | -0.41 |
Correlation (All Time) Calculated using the full available price history since Feb 1, 2007 | -0.51 |
The correlation between SRS and ARCC shifts across timeframes, from -0.51 (all time) to -0.33 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
SRS vs. ARCC — Risk / Return Rank
SRS
ARCC
SRS vs. ARCC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares UltraShort Real Estate (SRS) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SRS | ARCC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.15 | ||
| Sortino ratioReturn per unit of downside risk | -0.23 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 0.94 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | -0.67 | -0.50 | -0.17 |
| Martin ratioReturn relative to average drawdown | -1.39 | -0.91 | -0.48 |
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Drawdowns
SRS vs. ARCC - Drawdown Comparison
The maximum SRS drawdown since its inception was -99.96%, which is greater than ARCC's maximum drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for SRS and ARCC.
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Drawdown Indicators
| SRS | ARCC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.96% | -79.36% | -20.60% |
Max Drawdown (1Y)Largest decline over 1 year | -25.73% | -17.35% | -8.38% |
Max Drawdown (3Y)Largest decline over 3 years | -54.73% | -19.35% | -35.38% |
Max Drawdown (5Y)Largest decline over 5 years | -54.73% | -21.76% | -32.97% |
Max Drawdown (10Y)Largest decline over 10 years | -86.75% | -56.77% | -29.98% |
Current DrawdownCurrent decline from peak | -99.96% | -11.07% | -88.89% |
Average DrawdownAverage peak-to-trough decline | -91.28% | -9.12% | -82.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.39% | 9.51% | +2.88% |
Volatility
SRS vs. ARCC - Volatility Comparison
ProShares UltraShort Real Estate (SRS) has a higher volatility of 8.83% compared to Ares Capital Corporation (ARCC) at 4.33%. This indicates that SRS'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
| SRS | ARCC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.83% | 4.33% | +4.50% |
Volatility (6M)Calculated over the trailing 6-month period | 22.18% | 14.79% | +7.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.47% | 18.86% | +9.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.79% | 19.97% | +17.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.81% | 25.58% | +15.23% |
Dividends
SRS vs. ARCC - Dividend Comparison
SRS's dividend yield for the trailing twelve months is around 3.65%, less than ARCC's 10.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARCC Ares Capital Corporation | 10.23% | 9.49% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% |
SRS ProShares UltraShort Real Estate | 3.65% | 3.61% | 6.06% | 4.49% | 0.30% | 0.00% | 0.19% | 1.80% | 0.47% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SRS and ARCC have a correlation of -0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SRS has higher volatility (8.83%) compared to ARCC (4.33%). In terms of maximum drawdown, SRS dropped -99.96% vs ARCC's -79.36%.
ARCC currently has the higher Sharpe Ratio (-0.46 vs -0.61), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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