Ares Dynamic Three Year Return vs. Beta
| ARDC Fund | USD 15.34 0.07 0.46% |
For Ares Dynamic profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Ares Dynamic to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Ares Dynamic Credit utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Ares Dynamic's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Ares Dynamic Credit over time as well as its relative position and ranking within its peers.
Ares |
Ares Dynamic Credit Beta vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Ares Dynamic's current stock value. Our valuation model uses many indicators to compare Ares Dynamic value to that of its competitors to determine the firm's financial worth. Ares Dynamic Credit is fourth largest fund in three year return among similar funds. It is rated below average in beta among similar funds totaling about 0.07 of Beta per Three Year Return. The ratio of Three Year Return to Beta for Ares Dynamic Credit is roughly 13.44 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Ares Dynamic's earnings, one of the primary drivers of an investment's value.Ares Beta vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Ares Dynamic |
| = | 5.38 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Ares Dynamic |
| = | 0.4 |
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
Ares Beta Comparison
Ares Dynamic is currently under evaluation in beta among similar funds.
Beta Analysis
As returns on the market increase, Ares Dynamic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ares Dynamic is expected to be smaller as well.
Ares Dynamic Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Ares Dynamic, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Ares Dynamic will eventually generate negative long term returns. The profitability progress is the general direction of Ares Dynamic's change in net profit over the period of time. It can combine multiple indicators of Ares Dynamic, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Ares Dynamic Credit Allocation Fund, Inc. is a closed-ended fixed income fund launched by Ares Management LLC. The fund is managed by Ares Capital Management II LLC. It primarily invests in the U.S. securities and companies. The fund primarily invests in debt instruments such as senior loans made primarily to companies whose debt is rated below investment grade, corporate bonds that are primarily high yield issues rated below investment grade, equity securities of CLOs and debt securities issued by CLOs, and other fixed-income instruments. It focuses on such factors as the overall macroeconomic environment, financial markets, and company specific research and analysis, to create its portfolio. Ares Dynamic Credit Allocation Fund, Inc. was formed on November 27, 2012 and is domiciled in the United States..
Ares Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Ares Dynamic. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Ares Dynamic position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Ares Dynamic's important profitability drivers and their relationship over time.
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Use Investing Themes to Complement your Ares Dynamic position
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Social Domain
New or established large and mid-sized companies that are involved in the social media industry, including entities that provide web-based or mobile media applications and services across across large segment of population in multiple geographical areas. The Social Domain theme has 39 constituents at this time.
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Other Information on Investing in Ares Fund
To fully project Ares Dynamic's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Ares Dynamic Credit at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Ares Dynamic's income statement, its balance sheet, and the statement of cash flows.
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