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Ariel International Institutional (AINIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.67+0.16 (+1.10%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.39%
5-year average return3.96%
Number of years up8
Number of years down4
Best 1-yr total return (4 Jul 2024)26.36%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return26.36%
Worst 3-yr total return-0.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAINIXCategory
YTD3.38%11.56%
1-month-3.94%-2.20%
3-month-2.11%4.11%
1-year6.34%35.63%
3-year0.09%5.74%
5-year3.65%8.25%
10-year2.53%4.29%
Last bull market21.98%13.65%
Last bear market-7.46%-23.43%

Annual total return (%) history

Year
AINIXCategory
2024
N/AN/A
2023
10.22%N/A
2022
-11.11%N/A
2021
4.55%N/A
2020
7.07%0.88%
2019
13.22%17.80%
2018
-9.65%-15.44%
2017
16.70%22.08%
2016
-0.61%3.34%
2015
4.41%-3.10%
2014
-2.15%-6.32%
2013
26.36%20.81%
2012
4.60%16.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.60%-2.11%N/AN/A
20235.43%1.62%-4.49%7.71%
2022-2.00%-7.46%-14.38%14.49%
20210.21%5.39%-4.52%3.68%
2020-13.65%11.71%2.45%8.35%
20197.28%0.00%0.53%4.98%
20181.38%-3.30%1.56%-9.26%
20177.40%5.73%2.49%0.27%
20161.30%-1.36%5.43%-5.66%
20155.57%1.76%-6.05%3.45%
20142.29%4.63%-6.34%-2.38%
20134.02%3.95%11.05%5.23%
20125.20%-11.31%4.82%6.95%

Rank in category (by total return)

YTD62
1-month77
3-month95
1-year87
3-year90
5-year92

Load adjusted returns

1-year6.34%
3-year0.09%
5-year3.65%
10-year2.53%