Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFOYX (ARIEL FOCUS FUND INSTITUTIONAL CLASS) | 10.34% | 39.44% | 18.51% | 5.34% | 9.44% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFOYX (ARIEL FOCUS FUND INSTITUTIONAL CLASS) | 01/03/2012 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.10 | 39.44 | 18.51 | 5.34 | 9.44 | NA | NA | … | … | 10.34 | 21.32 | 13.64 | 7.24 | -14.82 | 18.54 | 5.42 | 25.86 | -13.02 | 15.20 | 21.47 | -15.19 | 10.16 | 39.81 | 9.10 |
| Sharpe Ratio | NA | 2.69 | 0.91 | 0.15 | 0.38 | NA | NA | … | … | 1.58 | 0.95 | 0.65 | 0.21 | -0.67 | 1.05 | 0.13 | 1.65 | -0.90 | 1.76 | 1.28 | -0.94 | 0.88 | 3.41 | 0.64 |
| Standard Deviation(%) | NA | 13.33 | 16.84 | 18.72 | 20.33 | NA | NA | … | … | 13.55 | 19.48 | 15.46 | 16.93 | 24.24 | 17.65 | 39.78 | 14.78 | 16.08 | 8.28 | 16.61 | 16.15 | 11.55 | 11.65 | 14.31 |
| Draw Down(%) | NA | 7.97 | 23.27 | 29.49 | 43.18 | NA | NA | … | … | 7.97 | 20.35 | 9.31 | 18.24 | 24.31 | 12.96 | 43.18 | 8.73 | 24.43 | 5.22 | 12.50 | 19.14 | 9.20 | 5.00 | 15.55 |
| Yield(%) | 0.00 | 14.14 | 7.49 | 3.82 | 4.98 | 6.47 | 4.85 | … | … | 0.00 | 13.57 | 2.72 | 3.64 | 1.14 | 1.18 | 1.03 | 1.47 | 6.34 | 6.31 | 1.55 | 10.76 | 11.39 | 7.59 | 1.63 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| AFOYX (ARIEL FOCUS FUND INSTITUTIONAL CLASS) |
-7.51%
Mar 2017 – Mar 2020 |
-2.28%
Mar 2015 – Mar 2020 |
3.80%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFOYX (ARIEL FOCUS FUND INSTITUTIONAL CLASS) |
19.41%
May 2012 – May 2015 |
13.97%
Feb 2016 – Feb 2021 |
11.33%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart