Ares Management Corporation (ARES) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$24,751
Total Return
147.51%
CAGR
19.88%
Dividends
$3,142.04
Yield on Cost
31.42%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.04% |
| Median | +2.89% |
| Best | +37.91% |
| Worst | -30.76% |
| % of Windows Positive | 62.7% |
1-Year (252 Trading Days)
| Average | +25.96% |
| Median | +26.72% |
| Best | +90.05% |
| Worst | -36.25% |
| % of Windows Positive | 72.8% |
3-Year (756 Trading Days)
| Average | +127.01% |
| Median | +130.35% |
| Best | +239.36% |
| Worst | +25.44% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -50.25% |
| Average Drawdown | -11.10% |
| Drawdown Duration | 335 Trading Days (Unrecovered) |
| Sortino Ratio | 0.94 |
| Calmar Ratio | 0.40 |
| CVaR (5%) | -5.62% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -23.06% (-46.30% ann.) | $2306.15 | $83.52 | $16.70 | $0.13 |
| 2025 | -6.70% | $669.75 | $255.22 | $51.04 | $0.41 |
| 2024 | +51.91% | +$5191.34 | $315.40 | $63.08 | $0.51 |
| 2023 | +78.28% | +$7827.67 | $454.88 | $90.98 | $0.73 |
| 2022 | -13.39% | $1338.64 | $303.43 | $60.68 | $0.49 |
| 2021 | +76.75% | +$7674.51 | $403.41 | $80.68 | $0.65 |
| 2020 | +36.44% | +$3643.51 | $455.03 | $91.00 | $0.73 |
| 2019 | +108.12% | +$10812.39 | $730.73 | $146.14 | $1.17 |
| 2018 | -6.71% | $671.33 | $678.78 | $135.75 | $1.08 |
| 2017 | +9.97% | +$997.05 | $669.94 | $133.98 | $1.08 |
| 2016 | +54.96% | +$5496.32 | $652.99 | $130.61 | $1.04 |
| 2015 | -21.53% | $2153.37 | $520.41 | $104.07 | $0.83 |
| 2014 partial | -6.01% (-8.89% ann.) | $600.70 | $226.85 | $45.37 | $0.36 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | May 2, 2014 – February 19, 2020 | +181.15% | +19.50% | +$18114.57 | $3673.15 | $734.62 | $5.88 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -43.12% | -99.84% | $4311.81 | $99.04 | $19.81 | $0.16 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +68.92% | +132.46% | +$6892.00 | $298.75 | $59.75 | $0.48 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +90.22% | +84.05% | +$9022.45 | $412.81 | $82.56 | $0.66 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +0.10% | +0.10% | +$9.62 | $286.12 | $57.22 | $0.46 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +88.65% | +40.84% | +$8864.86 | $781.20 | $156.24 | $1.25 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -16.24% | -9.87% | $1623.83 | $449.77 | $89.95 | $0.72 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2014-08-21 | $0.1800 | 1.00% |
| 2014-11-20 | $0.2400 | 1.49% |
| 2015-03-12 | $0.2400 | 1.22% |
| 2015-05-20 | $0.2500 | 1.28% |
| 2015-08-21 | $0.2600 | 1.51% |
| 2015-11-20 | $0.1300 | 0.94% |
| 2016-03-10 | $0.2000 | 1.54% |
| 2016-05-20 | $0.1500 | 1.08% |
| 2016-08-19 | $0.2800 | 1.57% |
| 2016-11-17 | $0.2000 | 1.21% |
| 2017-03-08 | $0.2800 | 1.44% |
| 2017-05-18 | $0.1300 | 0.72% |
| 2017-05-25 | $0.1300 | 0.70% |
| 2017-08-16 | $0.3100 | 1.72% |
| 2017-11-16 | $0.4100 | 2.18% |
| 2018-02-23 | $0.4000 | 1.66% |
| 2018-04-13 | $0.0930 | 0.43% |
| 2018-06-14 | $0.2800 | 1.34% |
| 2018-09-13 | $0.2800 | 1.33% |
| 2018-12-14 | $0.2800 | 1.26% |
| 2019-03-14 | $0.3200 | 1.32% |
| 2019-06-13 | $0.3200 | 1.24% |
| 2019-09-13 | $0.3200 | 1.05% |
| 2019-12-16 | $0.3200 | 0.94% |
| 2020-03-16 | $0.4000 | 1.25% |
| 2020-06-15 | $0.4000 | 1.04% |
| 2020-09-15 | $0.4000 | 0.99% |
| 2020-12-16 | $0.4000 | 0.81% |
| 2021-03-16 | $0.4700 | 0.85% |
| 2021-06-15 | $0.4700 | 0.80% |
| 2021-09-15 | $0.4700 | 0.60% |
| 2021-12-16 | $0.4700 | 0.60% |
| 2022-03-16 | $0.6100 | 0.86% |
| 2022-06-15 | $0.6100 | 1.03% |
| 2022-09-15 | $0.6100 | 0.79% |
| 2022-12-15 | $0.6100 | 0.84% |
| 2023-03-16 | $0.7700 | 1.02% |
| 2023-06-15 | $0.7700 | 0.82% |
| 2023-09-14 | $0.7700 | 0.73% |
| 2023-12-14 | $0.7700 | 0.68% |
| 2024-03-14 | $0.9300 | 0.69% |
| 2024-06-14 | $0.9300 | 0.70% |
| 2024-09-16 | $0.9300 | 0.63% |
| 2024-12-17 | $0.9300 | 0.51% |
| 2025-03-17 | $1.1200 | 0.78% |
| 2025-06-16 | $1.1200 | 0.67% |
| 2025-09-16 | $1.1200 | 0.62% |
| 2025-12-17 | $1.1200 | 0.65% |
| 2026-03-17 | $1.3500 | 1.34% |
| Total | 49 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-15 | $83.65 | $16.73 | $0.13 | 1.1514 |
| 2021-09-15 | $84.19 | $16.84 | $0.13 | 0.8467 |
| 2021-12-16 | $84.58 | $16.92 | $0.13 | 0.8962 |
| 2022-03-16 | $110.33 | $22.06 | $0.18 | 1.1673 |
| 2022-06-15 | $111.04 | $22.21 | $0.18 | 1.5113 |
| 2022-09-15 | $111.96 | $22.39 | $0.18 | 1.1729 |
| 2022-12-15 | $112.68 | $22.54 | $0.18 | 1.3040 |
| 2023-03-16 | $143.23 | $28.65 | $0.23 | 1.4994 |
| 2023-06-15 | $144.39 | $28.88 | $0.23 | 1.2100 |
| 2023-09-14 | $145.32 | $29.06 | $0.23 | 1.1053 |
| 2023-12-14 | $146.17 | $29.23 | $0.23 | 1.0228 |
| 2024-03-14 | $177.50 | $35.50 | $0.28 | 1.0673 |
| 2024-06-14 | $178.49 | $35.70 | $0.28 | 1.0745 |
| 2024-09-16 | $179.49 | $35.90 | $0.29 | 0.9593 |
| 2024-12-17 | $180.38 | $36.08 | $0.29 | 0.8076 |
| 2025-03-17 | $218.14 | $43.63 | $0.35 | 1.1839 |
| 2025-06-16 | $219.46 | $43.89 | $0.35 | 1.0490 |
| 2025-09-16 | $220.64 | $44.13 | $0.35 | 0.9863 |
| 2025-12-17 | $221.74 | $44.35 | $0.35 | 1.0506 |
| 2026-03-17 | $268.69 | $53.74 | $0.43 | 2.0302 |
| Total | $3142.04 | $628.40 | $5.03 | 23.0958 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.