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Ariel Fund (ARAIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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67.82-0.12 (-0.18%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.76%
5-year average return7.94%
Number of years up9
Number of years down3
Best 1-yr total return (25 Jun 2024)45.09%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return45.09%
Worst 3-yr total return5.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnARAIXCategory
YTD3.16%21.28%
1-month4.97%-1.96%
3-month0.60%4.90%
1-year18.87%55.83%
3-year-0.35%11.08%
5-year9.88%11.93%
10-year8.23%10.64%
Last bull market30.81%25.54%
Last bear market-17.50%-22.08%

Annual total return (%) history

Year
ARAIXCategory
2024
N/AN/A
2023
16.17%N/A
2022
-18.56%N/A
2021
30.76%N/A
2020
10.37%2.63%
2019
25.08%25.18%
2018
-13.42%-12.86%
2017
16.23%13.22%
2016
15.87%18.06%
2015
-3.78%-5.41%
2014
11.29%9.31%
2013
45.09%35.14%
2012
20.75%16.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.48%N/AN/AN/A
20236.75%3.19%-7.08%13.50%
2022-5.04%-17.50%-7.41%12.26%
202119.59%5.59%-0.08%3.64%
2020-35.10%23.42%4.64%31.67%
201917.68%0.86%-3.20%8.86%
20180.87%2.31%3.50%-18.94%
20176.65%0.13%0.83%7.94%
2016-0.24%-1.92%9.82%7.84%
20156.77%-2.19%-14.56%7.84%
2014-0.90%6.48%-2.88%8.59%
201315.84%1.79%8.83%13.07%
201214.66%-5.32%6.73%4.21%

Rank in category (by total return)

YTD80
1-month6
3-month92
1-year77
3-year95
5-year65

Load adjusted returns

1-year18.87%
3-year-0.35%
5-year9.88%
10-year8.23%