Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AINIX (ARIEL INTERNATIONAL FUND INSTITUTIONAL CLASS) | 19.20% | 30.54% | 20.04% | 10.04% | 7.78% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/30/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AINIX (ARIEL INTERNATIONAL FUND INSTITUTIONAL CLASS) | 12/30/2011 | 06/03/2026 |
| 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.52 | 30.54 | 20.04 | 10.04 | 7.78 | NA | NA | … | … | 19.20 | 31.77 | 5.49 | 10.22 | -11.11 | 4.61 | 7.06 | 13.22 | -9.65 | 16.71 | -0.61 | 4.40 | -2.15 | 26.36 | 4.60 | 0.00 |
| Sharpe Ratio | NA | 1.83 | 1.21 | 0.52 | 0.46 | NA | NA | … | … | 2.68 | 1.90 | 0.16 | 0.56 | -0.72 | 0.45 | 0.31 | 1.52 | -1.08 | 2.31 | -0.06 | 0.35 | -0.23 | 2.57 | 0.35 | NA |
| Standard Deviation(%) | NA | 14.93 | 14.12 | 14.23 | 13.68 | NA | NA | … | … | 18.97 | 15.31 | 11.65 | 11.81 | 17.50 | 10.27 | 21.69 | 7.74 | 10.28 | 6.99 | 13.67 | 12.65 | 9.23 | 10.22 | 13.10 | 0.00 |
| Draw Down(%) | NA | 12.88 | 14.10 | 25.23 | 27.53 | NA | NA | … | … | 12.88 | 13.38 | 9.87 | 14.10 | 25.17 | 7.45 | 26.12 | 5.41 | 16.56 | 4.59 | 10.17 | 11.94 | 13.19 | 5.93 | 16.70 | 0.00 |
| Yield(%) | 0.00 | 14.72 | 8.89 | 5.38 | 4.20 | 4.23 | 3.17 | … | … | 0.00 | 17.82 | 6.61 | 2.10 | 0.00 | 2.88 | 1.78 | 2.32 | 1.40 | 2.36 | 2.00 | 0.27 | 4.52 | 2.09 | 2.48 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/30/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AINIX (ARIEL INTERNATIONAL FUND INSTITUTIONAL CLASS) |
-3.00%
Sep 2019 – Sep 2022 |
-2.26%
Sep 2017 – Sep 2022 |
1.58%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AINIX (ARIEL INTERNATIONAL FUND INSTITUTIONAL CLASS) |
20.83%
May 2023 – May 2026 |
11.61%
May 2012 – May 2017 |
7.91%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart