Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGLOX (ARIEL GLOBAL FUND INVESTOR CLASS) | 24.67% | 39.55% | 20.26% | 12.19% | 10.34% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGLOX (ARIEL GLOBAL FUND INVESTOR CLASS) | 01/03/2012 | 06/04/2026 |
| 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 (%) | 0.82 | 39.55 | 20.26 | 12.19 | 10.34 | NA | NA | … | … | 24.67 | 23.22 | 6.56 | 12.40 | -5.83 | 11.53 | 7.70 | 15.98 | -6.03 | 15.61 | 5.30 | 0.36 | 5.29 | 27.78 | 5.29 |
| Sharpe Ratio | NA | 2.85 | 1.35 | 0.77 | 0.66 | NA | NA | … | … | 4.11 | 1.41 | 0.28 | 0.92 | -0.48 | 1.14 | 0.32 | 1.64 | -0.61 | 2.59 | 0.42 | 0.02 | 0.55 | 2.86 | 0.45 |
| Standard Deviation(%) | NA | 12.97 | 12.70 | 12.64 | 13.17 | NA | NA | … | … | 16.32 | 14.51 | 10.65 | 9.59 | 15.26 | 10.07 | 23.21 | 8.83 | 12.28 | 5.80 | 12.23 | 13.13 | 9.59 | 9.72 | 11.67 |
| Draw Down(%) | NA | 10.66 | 12.94 | 16.77 | 24.72 | NA | NA | … | … | 10.66 | 12.94 | 7.95 | 9.85 | 16.77 | 5.56 | 24.72 | 5.81 | 14.91 | 3.39 | 8.84 | 13.40 | 9.96 | 6.16 | 14.26 |
| Yield(%) | 0.00 | 15.72 | 16.72 | 10.82 | 8.64 | 8.48 | 6.36 | … | … | 0.00 | 17.40 | 23.29 | 17.33 | 3.99 | 2.19 | 0.91 | 4.87 | 3.08 | 4.93 | 2.76 | 0.80 | 1.08 | 2.67 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| AGLOX (ARIEL GLOBAL FUND INVESTOR CLASS) |
1.09%
Mar 2017 – Mar 2020 |
2.33%
Mar 2015 – Mar 2020 |
4.86%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGLOX (ARIEL GLOBAL FUND INVESTOR CLASS) |
20.96%
May 2023 – May 2026 |
12.45%
May 2012 – May 2017 |
10.37%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart