ARC Funds (ASX:ARC) Beta: 2.2923 (As of Jun. 27, 2026)


What is ARC Funds Beta?

ARC Funds ASX:ARC Beta is 2.2923 as of Jun. 27, 2026. The stock has 2 warning signs investors should review.

Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. As of today (2026-06-27), ARC Funds's Beta is 2.2923.

ARC Funds  (ASX:ARC) Beta Explanation

Beta is a measure of the volatility, or systematic risk, of a security or a portfolio in comparison to the market as a whole. We usually compare beta to 1. A beta of 1 indicates that the security's price will move with the market. A beta of less than 1 means that the security will be less volatile than the market. A beta of greater than 1 indicates that the security's price will be more volatile than the market.

Beta is primarily used in the Capital Asset Pricing Model (CAPM) to calculate the Cost of Equity, which can be used in the calculation of WACC %. The formula of Cost of Equity is:
Cost of Equity = Risk-Free Rate of Return + Beta of Asset * (Expected Return of the Market - Risk-Free Rate of Return)

ARC Funds Beta Related Terms

ARC Funds Beta Historical Data

* Premium members only.

The historical data trend for ARC Funds's Beta can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

ARC Funds Beta Chart

ARC Funds Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
Beta
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.31 0.57 0.43 0.78 1.35

ARC Funds Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Beta Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.67 0.78 0.57 1.35 1.93

ASX:ARC vs BLK, BX, KKR: Beta Comparison

For the Asset Management subindustry, ARC Funds's Beta, along with its competitors' market caps and Beta data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

ARC Funds Beta vs Asset Management Industry

For the Asset Management industry and Financial Services sector, ARC Funds's Beta distribution charts can be found below:

* The bar in red indicates where ARC Funds's Beta falls into.


ARC Funds Beta Calculation

Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. A stock's beta can be calculated by dividing the product of the covariance of the individual stock's returns and the market's returns by the variance of the market's returns over a specified period. Basically, GuruFocus uses the returns calculated over three-year period.

Frequently Asked Questions Learn more about Beta →
What does a Beta of 2.2923 mean?
ARC Funds (ASX:ARC) has a Beta of 2.2923 as of Jun. 27, 2026. Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. View historical data for ARC Funds and its competitors.
Is ARC Funds' Beta too high?
ARC Funds' current Beta is 2.2923.
How does ARC Funds' Beta compare to BLK and BX?
ARC Funds' Beta of 2.2923 can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Beta for an Asset Management company?
A good Beta depends on the Asset Management industry context. However, Beta should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Beta mean?
A high Beta can signal that a stock is expensive relative to its fundamentals. Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. View historical data for ARC Funds and its competitors. ARC Funds's current Beta is 2.2923. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is ARC Funds stock overvalued right now?
ARC Funds (ASX:ARC) has a current Beta of 2.2923. The current Beta is 2.2923. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Beta calculated?
Beta is calculated from a company's financial statements. For ARC Funds (ASX:ARC), the current Beta is 2.2923 as of Jun. 27, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

ARC Funds Business Description

Address c/- Acclime Australia, Level 7, 330 Collins Street, Melbourne, VIC, AUS, 3000
ARC Funds Ltd is engaged in providing equity investments and funds management and financial services. The company operates only in Australia. Its business operates through two segments: Funds Management, which is involved in the management of investment vehicles and provision of funds management services; and Investment, which invests in agriculture-related entities, schemes and securities; microcap Australian companies, and other financial services entities.