VCTR vs. ARES
Compare and contrast key facts about Victory Capital Holdings, Inc. (VCTR) and Ares Management Corporation (ARES).
Performance
VCTR vs. ARES - Performance Comparison
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VCTR vs. ARES - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VCTR Victory Capital Holdings, Inc. | 4.54% | -0.76% | 95.94% | 33.46% | -23.85% | 49.73% | 19.73% | 106.30% | -11.90% |
ARES Ares Management Corporation | -31.58% | -5.72% | 52.68% | 79.52% | -12.75% | 77.75% | 37.37% | 110.13% | -13.34% |
Fundamentals
VCTR:
$4.37B
ARES:
$24.13B
VCTR:
$3.23
ARES:
$2.40
VCTR:
20.25
ARES:
45.51
VCTR:
8.65
ARES:
1.82
VCTR:
4.72
ARES:
3.71
VCTR:
1.80
ARES:
3.36
VCTR:
$932.38M
ARES:
$6.47B
VCTR:
$667.25M
ARES:
$2.74B
VCTR:
$398.15M
ARES:
$2.24B
Returns By Period
In the year-to-date period, VCTR achieves a 4.54% return, which is significantly higher than ARES's -31.58% return.
VCTR
- 1D
- 0.77%
- 1M
- -4.67%
- YTD
- 4.54%
- 6M
- 2.64%
- 1Y
- 16.55%
- 3Y*
- 35.03%
- 5Y*
- 24.18%
- 10Y*
- —
ARES
- 1D
- 1.34%
- 1M
- -1.27%
- YTD
- -31.58%
- 6M
- -30.05%
- 1Y
- -22.71%
- 3Y*
- 12.80%
- 5Y*
- 17.27%
- 10Y*
- 26.86%
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Return for Risk
VCTR vs. ARES — Risk / Return Rank
VCTR
ARES
VCTR vs. ARES - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Capital Holdings, Inc. (VCTR) and Ares Management Corporation (ARES). 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.
| VCTR | ARES | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | -0.49 | +0.96 |
Sortino ratioReturn per unit of downside risk | 0.92 | -0.43 | +1.35 |
Omega ratioGain probability vs. loss probability | 1.12 | 0.94 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | -0.44 | +1.55 |
Martin ratioReturn relative to average drawdown | 2.19 | -1.13 | +3.32 |
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
| VCTR | ARES | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | -0.49 | +0.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.47 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.60 | +0.08 |
Correlation
The correlation between VCTR and ARES is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VCTR vs. ARES - Dividend Comparison
VCTR's dividend yield for the trailing twelve months is around 2.99%, less than ARES's 5.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCTR Victory Capital Holdings, Inc. | 2.99% | 3.07% | 2.38% | 3.72% | 3.73% | 1.45% | 0.93% | 0.48% | 0.00% | 0.00% | 0.00% | 0.00% |
ARES Ares Management Corporation | 5.09% | 3.29% | 2.10% | 2.59% | 3.57% | 2.31% | 3.40% | 3.59% | 7.50% | 5.65% | 4.32% | 6.81% |
Drawdowns
VCTR vs. ARES - Drawdown Comparison
The maximum VCTR drawdown since its inception was -45.22%, smaller than the maximum ARES drawdown of -49.73%. Use the drawdown chart below to compare losses from any high point for VCTR and ARES.
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Drawdown Indicators
| VCTR | ARES | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.22% | -49.73% | +4.51% |
Max Drawdown (1Y)Largest decline over 1 year | -15.81% | -49.05% | +33.24% |
Max Drawdown (5Y)Largest decline over 5 years | -45.22% | -49.73% | +4.51% |
Max Drawdown (10Y)Largest decline over 10 years | — | -49.73% | — |
Current DrawdownCurrent decline from peak | -14.65% | -42.39% | +27.74% |
Average DrawdownAverage peak-to-trough decline | -14.97% | -10.90% | -4.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.96% | 19.30% | -11.34% |
Volatility
VCTR vs. ARES - Volatility Comparison
The current volatility for Victory Capital Holdings, Inc. (VCTR) is 10.30%, while Ares Management Corporation (ARES) has a volatility of 14.86%. This indicates that VCTR experiences smaller price fluctuations and is considered to be less risky than ARES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VCTR | ARES | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.30% | 14.86% | -4.56% |
Volatility (6M)Calculated over the trailing 6-month period | 21.12% | 33.31% | -12.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.49% | 46.21% | -10.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.03% | 36.85% | -1.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.05% | 36.36% | +2.69% |
Financials
VCTR vs. ARES - Financials Comparison
This section allows you to compare key financial metrics between Victory Capital Holdings, Inc. and Ares Management 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