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Ariel Focus Investor (ARFFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.11-0.12 (-0.79%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.35%
5-year average return6.66%
Number of years up12
Number of years down6
Best 1-yr total return (4 Jul 2024)39.37%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return39.37%
Worst 3-yr total return4.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnARFFXCategory
YTD3.83%21.28%
1-month-1.36%-1.96%
3-month-3.37%4.90%
1-year8.54%55.83%
3-year0.27%11.08%
5-year6.97%11.93%
10-year5.56%10.64%
Last bull market27.17%25.54%
Last bear market-15.74%-22.08%

Annual total return (%) history

Year
ARFFXCategory
2024
N/AN/A
2023
6.97%N/A
2022
-9.23%N/A
2021
21.15%N/A
2020
6.90%2.63%
2019
25.62%25.18%
2018
-13.28%-12.86%
2017
14.96%13.22%
2016
21.11%18.06%
2015
-15.39%-5.41%
2014
9.92%9.31%
2013
39.37%35.14%
2012
11.42%16.60%
2011
-5.21%-3.96%
2010
11.13%21.92%
2009
33.46%35.41%
2008
-35.09%-36.77%
2007
-2.54%0.83%
2006
11.58%15.87%
2005
N/A8.82%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.46%-3.37%N/AN/A
20230.35%1.97%-5.87%11.05%
20223.97%-15.74%-7.45%11.95%
202116.48%4.00%-4.71%4.95%
2020-32.90%23.54%6.03%21.62%
201913.51%3.17%-0.85%8.18%
2018-0.80%2.80%6.03%-19.79%
20176.98%-0.52%2.16%5.74%
20161.62%3.65%6.77%7.70%
2015-2.20%-0.80%-14.41%1.90%
20142.11%4.95%-0.98%3.59%
201313.97%5.11%6.95%8.78%
201214.26%-7.58%5.59%-0.08%
20114.51%1.01%-15.73%6.55%
20105.43%-14.63%12.17%10.08%
2009-15.28%22.87%19.43%7.34%
2008-5.01%-3.74%-2.99%-26.82%
2007-1.04%6.54%-2.29%-5.40%
20061.34%-2.37%3.69%8.76%
20052.30%3.32%N/AN/A

Rank in category (by total return)

YTD51
1-month23
3-month36
1-year74
3-year94
5-year84

Load adjusted returns

1-year8.54%
3-year0.27%
5-year6.97%
10-year5.56%