Ares Management Corp

10-Year Study

ARES-PB.US · · US · Common Stock

Executive Summary: Ares Management Corp has compounded at -15.4% annually over the last 10 years, with a maximum drawdown of 36.4% and an annualized volatility of 237.2%.

1Y CAGR
-24.9%
3Y CAGR
-15.4%
5Y CAGR
-15.4%
10Y CAGR
-15.4%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
36.4%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
-0.59
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
-0.77
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
27.9%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +-2.3%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2026 · -23.0%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
0%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-5.1-21.4-3.87.3————————-23.0%
202510.3-11.9-8.12.47.11.86.8-3.1-8.0-4.85.03.1-2.3%
2024——————————4.2-0.73.5%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 237.2%. The dominant macroeconomic risk driver is SHV.US, accounting for 45.4% of variance. Idiosyncratic stock-specific factors contribute 0.2%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2024-10-0110000
2024-11-0110423.001045611541
2024-12-0110348.222761417936
2025-01-0111410.491838811255
2025-02-0110047.383663172597
2025-03-019233.452344397549
2025-04-019455.619710479998
2025-05-0110125.955048738342
2025-06-0110312.599719430915
2025-07-0111013.07917547208
2025-08-0110672.563032714997
2025-09-019816.365727221824
2025-10-019342.248125023832
2025-11-019808.458415366676
2025-12-0110114.93699237165
2026-01-019599.155483038414
2026-02-017546.064105420121
2026-03-017261.079769523936
2026-04-017790.909802457689
Annual Return Matrix
YearAnnual Return
2025-0.022543558872356595
2026-0.22976190476190472
Total Factor Risk
2.372198231748672
VTI.US Exposure
0.1824232831420706
VEA.US Exposure
0.027954588609110837
VWO.US Exposure
0.015927370193140333
QQQ.US Exposure
-0.01121624496862266
VTV.US Exposure
0.020316875910520837
IJR.US Exposure
0.03833851744865392
QUAL.US Exposure
-0.00594208864620803
SHV.US Exposure
0.4538037362412742
TLT.US Exposure
0.021365927458792015
LQD.US Exposure
0.010629351789442866
HYG.US Exposure
0.1315315489593661
GLD.US Exposure
-0.001085930959041251
USO.US Exposure
0.00023377848969595834
VNQ.US Exposure
-0.013186527254950613
BTC-USD.CC Exposure
-0.0008503091070347844
CPER.US Exposure
0.003741476867495144
VIX.INDX Exposure
-0.0021753826525316984
UUP.US Exposure
-0.0002804001186539317
TIP.US Exposure
0.12667503128561758
Idiosyncratic Exposure
0.0017953973118627058
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
81.1
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
237.2%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →N/A
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →6.76%
Market Cap$0
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$169
Avg Yield on Cost
1.69%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$169.331.69%Solid

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+1.9%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
-18.9%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
31.6% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
1.00
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Ares Management Corp a high-risk investment?

Ares Management Corp (ARES-PB.US) has an annualized volatility of 237.2% and experienced a maximum drawdown of 36.4% over the last 10 years. Its primary macro risk driver is SHV.US.

What is the 10-year return of ARES-PB.US?

Over the past 10 years, ARES-PB.US has generated a Compound Annual Growth Rate (CAGR) of -15.4%. It has had a positive return in 0% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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