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Ariel Fund (ARGFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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67.57-0.16 (-0.24%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.07%
5-year average return7.48%
Number of years up27
Number of years down10
Best 1-yr total return (17 Jun 2024)63.42%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return63.42%
Worst 3-yr total return4.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnARGFXCategory
YTD3.03%21.28%
1-month4.95%-1.96%
3-month0.53%4.90%
1-year18.50%55.83%
3-year-0.66%11.08%
5-year9.54%11.93%
10-year7.90%10.64%
Last bull market30.66%25.54%
Last bear market-17.57%-22.08%

Annual total return (%) history

Year
ARGFXCategory
2024
N/AN/A
2023
15.81%N/A
2022
-18.81%N/A
2021
30.36%N/A
2020
10.02%2.63%
2019
24.67%25.18%
2018
-13.67%-12.86%
2017
15.88%13.22%
2016
15.56%18.06%
2015
-4.10%-5.41%
2014
10.95%9.31%
2013
44.68%35.14%
2012
20.32%16.60%
2011
-11.34%-3.96%
2010
25.97%21.92%
2009
63.42%35.41%
2008
-48.25%-36.77%
2007
-1.70%0.83%
2006
10.35%15.87%
2005
0.92%8.82%
2004
21.97%17.85%
2003
28.04%33.85%
2002
-5.18%-13.25%
2001
14.21%6.67%
2000
28.77%18.45%
1999
-5.76%8.50%
1998
9.89%1.94%
1997
36.44%25.58%
1996
23.51%21.11%
1995
18.52%28.05%
1994
-4.22%-1.02%
1993
8.73%15.40%
1992
11.73%14.26%
1991
32.72%27.57%
1990
-16.08%-7.42%
1989
25.11%20.65%
1988
39.92%18.48%
1987
11.40%-0.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.41%N/AN/AN/A
20236.66%3.11%-7.15%13.41%
2022-5.11%-17.57%-7.47%12.18%
202119.50%5.52%-0.18%3.56%
2020-35.14%23.32%4.56%31.56%
201917.59%0.77%-3.28%8.78%
20180.80%2.23%3.44%-19.01%
20176.56%0.06%0.76%7.87%
2016-0.32%-1.98%9.76%7.75%
20156.67%-2.26%-14.62%7.74%
2014-0.99%6.42%-2.96%8.52%
201315.76%1.69%8.78%12.99%
201214.57%-5.40%6.66%4.09%
20118.71%-2.52%-28.62%17.21%
20109.00%-14.09%18.47%13.54%
2009-16.10%34.75%34.11%7.79%
2008-11.21%-9.15%-2.38%-34.28%
20073.94%7.89%-6.02%-6.73%
20068.11%-6.21%2.42%6.25%
2005-0.32%1.68%1.22%-1.63%
20046.74%4.78%0.32%8.72%
2003-5.51%17.63%4.26%10.48%
20027.64%-3.55%-10.16%1.66%
20011.87%5.78%-7.29%14.32%
2000-4.21%14.03%4.94%12.34%
1999-7.56%10.02%-6.52%-0.87%
19989.18%-0.69%-15.61%20.10%
19971.06%12.88%13.80%5.10%
19962.82%5.91%2.79%10.34%
19955.26%2.04%6.21%3.89%
1994-5.33%-0.59%1.48%0.29%
19932.72%-5.60%5.62%6.16%
19922.41%-2.62%1.96%9.88%
199118.88%1.25%4.27%5.75%
1990-4.77%5.50%-25.39%11.94%
19897.23%7.73%6.95%1.26%
198820.30%12.91%-0.22%3.24%
198715.45%3.46%13.10%-17.54%

Rank in category (by total return)

YTD82
1-month6
3-month93
1-year79
3-year97
5-year71

Load adjusted returns

1-year18.50%
3-year-0.66%
5-year9.54%
10-year7.90%