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

Correlation

The correlation between WU and ARCC is 0.39, 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.


-0.50.00.51.00.4

Performance

WU vs. ARCC - Performance Comparison

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

-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
-5.06%
17.06%
WU
ARCC

Key characteristics

Sharpe Ratio

WU:

-0.41

ARCC:

2.24

Sortino Ratio

WU:

-0.43

ARCC:

2.99

Omega Ratio

WU:

0.95

ARCC:

1.41

Calmar Ratio

WU:

-0.18

ARCC:

3.92

Martin Ratio

WU:

-0.67

ARCC:

16.30

Ulcer Index

WU:

13.61%

ARCC:

1.67%

Daily Std Dev

WU:

22.24%

ARCC:

12.19%

Max Drawdown

WU:

-63.10%

ARCC:

-79.36%

Current Drawdown

WU:

-48.58%

ARCC:

-1.72%

Fundamentals

Market Cap

WU:

$3.65B

ARCC:

$15.76B

EPS

WU:

$2.74

ARCC:

$2.44

PE Ratio

WU:

3.94

ARCC:

9.62

PEG Ratio

WU:

2.22

ARCC:

3.95

Total Revenue (TTM)

WU:

$3.15B

ARCC:

$2.77B

Gross Profit (TTM)

WU:

$1.10B

ARCC:

$2.61B

EBITDA (TTM)

WU:

$683.40M

ARCC:

$703.00M

Returns By Period

In the year-to-date period, WU achieves a 1.32% return, which is significantly lower than ARCC's 6.90% return. Over the past 10 years, WU has underperformed ARCC with an annualized return of -1.05%, while ARCC has yielded a comparatively higher 13.63% annualized return.


WU

YTD

1.32%

1M

3.27%

6M

-4.08%

1Y

-9.99%

5Y*

-10.83%

10Y*

-1.05%

ARCC

YTD

6.90%

1M

0.13%

6M

17.11%

1Y

28.04%

5Y*

14.83%

10Y*

13.63%

*Annualized

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

WU vs. ARCC — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WU
The Risk-Adjusted Performance Rank of WU is 2727
Overall Rank
The Sharpe Ratio Rank of WU is 2525
Sharpe Ratio Rank
The Sortino Ratio Rank of WU is 2222
Sortino Ratio Rank
The Omega Ratio Rank of WU is 2222
Omega Ratio Rank
The Calmar Ratio Rank of WU is 3535
Calmar Ratio Rank
The Martin Ratio Rank of WU is 3232
Martin Ratio Rank

ARCC
The Risk-Adjusted Performance Rank of ARCC is 9494
Overall Rank
The Sharpe Ratio Rank of ARCC is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of ARCC is 9191
Sortino Ratio Rank
The Omega Ratio Rank of ARCC is 9191
Omega Ratio Rank
The Calmar Ratio Rank of ARCC is 9696
Calmar Ratio Rank
The Martin Ratio Rank of ARCC is 9696
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

WU vs. ARCC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for The Western Union Company (WU) 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 WU, currently valued at -0.41, compared to the broader market-2.000.002.00-0.412.24
The chart of Sortino ratio for WU, currently valued at -0.43, compared to the broader market-4.00-2.000.002.004.006.00-0.432.99
The chart of Omega ratio for WU, currently valued at 0.95, compared to the broader market0.501.001.502.000.951.41
The chart of Calmar ratio for WU, currently valued at -0.18, compared to the broader market0.002.004.006.00-0.183.92
The chart of Martin ratio for WU, currently valued at -0.67, compared to the broader market-10.000.0010.0020.0030.00-0.6716.30
WU
ARCC

The current WU Sharpe Ratio is -0.41, which is lower than the ARCC Sharpe Ratio of 2.24. The chart below compares the historical Sharpe Ratios of WU 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 Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
-0.41
2.24
WU
ARCC

Dividends

WU vs. ARCC - Dividend Comparison

WU's dividend yield for the trailing twelve months is around 8.75%, more than ARCC's 8.21% yield.


TTM20242023202220212020201920182017201620152014
WU
The Western Union Company
8.75%8.87%7.89%6.83%5.27%4.10%2.99%4.45%3.68%2.95%3.46%2.79%
ARCC
Ares Capital Corporation
8.21%8.77%9.59%10.12%7.65%9.47%9.01%9.88%9.67%9.22%11.02%10.06%

Drawdowns

WU vs. ARCC - Drawdown Comparison

The maximum WU drawdown since its inception was -63.10%, smaller than the maximum ARCC drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for WU and ARCC. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-48.58%
-1.72%
WU
ARCC

Volatility

WU vs. ARCC - Volatility Comparison

The Western Union Company (WU) has a higher volatility of 9.99% compared to Ares Capital Corporation (ARCC) at 4.74%. This indicates that WU'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.


2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
9.99%
4.74%
WU
ARCC

Financials

WU vs. ARCC - Financials Comparison

This section allows you to compare key financial metrics between The Western Union Company 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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