Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARDFX (ARIEL DISCOVERY FUND INVESTOR CLASS) | NA | -16.92% | 5.16% | -4.03% | NA | NA | NA | … | … |
Data as of 06/28/2019, Common starting date is 02/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARDFX (ARIEL DISCOVERY FUND INVESTOR CLASS) | 02/02/2011 | 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.63 | -16.92 | 5.16 | -4.03 | NA | NA | NA | … | … | 15.00 | -24.77 | 8.24 | 22.95 | -26.78 | -7.65 | 32.97 | 15.65 | -9.90 |
| Sharpe Ratio | NA | -1.22 | 0.29 | -0.28 | NA | NA | NA | … | … | 2.16 | -1.76 | 0.62 | 1.22 | -1.55 | -0.41 | 2.23 | 0.95 | -0.39 |
| Standard Deviation(%) | NA | 15.08 | 14.27 | 16.13 | NA | NA | NA | … | … | 14.43 | 14.82 | 12.39 | 18.57 | 17.25 | 18.55 | 14.74 | 16.52 | 27.57 |
| Draw Down(%) | NA | 30.98 | 32.34 | 40.45 | NA | NA | NA | … | … | 7.27 | 32.34 | 8.51 | 13.68 | 27.86 | 19.79 | 9.57 | 13.47 | 30.42 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.90 | 1.42 | 0.95 | 0.71 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 4.91 | 4.85 | 1.65 | 0.00 | 0.00 |
Data as of 06/28/2019, Common starting date is 02/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARDFX (ARIEL DISCOVERY FUND INVESTOR CLASS) |
-9.31%
Oct 2013 – Oct 2016 |
-7.50%
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 |
|---|---|---|---|---|
| ARDFX (ARIEL DISCOVERY FUND INVESTOR CLASS) |
15.07%
Sep 2011 – Sep 2014 |
6.24%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart