Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADYIX (ARIEL DISCOVERY FUND INSTITUTIONAL CLASS) | NA | -16.68% | 5.41% | -3.77% | NA | NA | NA | … | … |
Data as of 06/28/2019, Common starting date is 01/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADYIX (ARIEL DISCOVERY FUND INSTITUTIONAL CLASS) | 01/03/2012 | 06/28/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.62 | -16.68 | 5.41 | -3.77 | NA | NA | NA | … | … | 15.17 | -24.53 | 8.51 | 23.28 | -26.62 | -7.38 | 33.23 | 14.95 |
| Sharpe Ratio | NA | -1.20 | 0.31 | -0.26 | NA | NA | NA | … | … | 2.18 | -1.74 | 0.64 | 1.23 | -1.54 | -0.40 | 2.26 | 0.91 |
| Standard Deviation(%) | NA | 15.16 | 14.31 | 16.18 | NA | NA | NA | … | … | 14.52 | 14.88 | 12.38 | 18.62 | 17.34 | 18.54 | 14.67 | 16.56 |
| Draw Down(%) | NA | 30.91 | 32.30 | 40.14 | NA | NA | NA | … | … | 7.22 | 32.30 | 8.47 | 13.51 | 27.75 | 19.66 | 9.60 | 13.44 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.89 | 1.56 | 1.04 | 0.78 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 4.86 | 4.82 | 1.64 | 0.00 |
Data as of 06/28/2019, Common starting date is 01/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADYIX (ARIEL DISCOVERY FUND INSTITUTIONAL CLASS) |
-9.06%
Oct 2013 – Oct 2016 |
-7.26%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADYIX (ARIEL DISCOVERY FUND INSTITUTIONAL CLASS) |
9.37%
Feb 2012 – Feb 2015 |
4.98%
Nov 2012 – Nov 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart