Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARAIX (ARIEL FUND INSTITUTIONAL CLASS) | 5.84% | 29.85% | 14.64% | 2.48% | 8.05% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARAIX (ARIEL FUND INSTITUTIONAL 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 (%) | 0.67 | 29.85 | 14.64 | 2.48 | 8.05 | NA | NA | … | … | 5.84 | 14.42 | 11.89 | 16.14 | -24.80 | 24.05 | 4.59 | 25.05 | -13.33 | 16.34 | 15.93 | -3.73 | 11.40 | 45.09 | 18.03 |
| Sharpe Ratio | NA | 1.35 | 0.56 | -0.01 | 0.28 | NA | NA | … | … | 0.47 | 0.48 | 0.46 | 0.61 | -0.93 | 1.30 | 0.10 | 1.46 | -0.85 | 1.54 | 0.81 | -0.23 | 0.79 | 3.17 | 1.09 |
| Standard Deviation(%) | NA | 18.91 | 20.83 | 22.40 | 22.99 | NA | NA | … | … | 19.94 | 24.22 | 17.83 | 20.81 | 28.34 | 18.50 | 42.45 | 16.15 | 17.30 | 10.23 | 19.47 | 16.56 | 14.46 | 14.22 | 16.64 |
| Draw Down(%) | NA | 12.33 | 28.01 | 36.20 | 45.25 | NA | NA | … | … | 12.33 | 24.74 | 10.45 | 20.96 | 29.18 | 14.10 | 45.25 | 12.64 | 24.42 | 5.74 | 16.76 | 19.13 | 10.52 | 6.52 | 14.75 |
| Yield(%) | 0.00 | 12.87 | 8.49 | 3.96 | 5.97 | 8.79 | 6.59 | … | … | 0.00 | 12.01 | 6.21 | 5.89 | 0.59 | 0.45 | 0.59 | 7.17 | 8.37 | 7.10 | 7.54 | 13.81 | 13.78 | 1.19 | 1.54 |
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 |
|---|---|---|---|---|
| ARAIX (ARIEL FUND INSTITUTIONAL CLASS) |
-8.45%
Mar 2017 – Mar 2020 |
-3.07%
Mar 2015 – Mar 2020 |
3.83%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARAIX (ARIEL FUND INSTITUTIONAL CLASS) |
26.14%
May 2012 – May 2015 |
17.49%
Jul 2012 – Jul 2017 |
12.12%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart