Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARFFX (ARIEL FOCUS FUND INVESTOR CLASS) | 11.61% | 40.78% | 18.70% | 5.21% | 9.30% | 8.68% | 6.90% | … | … |
Data as of 06/04/2026, Common starting date is 12/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARFFX (ARIEL FOCUS FUND INVESTOR CLASS) | 12/28/2005 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.43 | 40.78 | 18.70 | 5.21 | 9.30 | 8.68 | 6.90 | … | … | 11.61 | 21.01 | 13.39 | 6.98 | -15.08 | 18.23 | 5.11 | 25.62 | -13.28 | 14.96 | 21.11 | -15.39 | 9.92 | 39.37 | 11.41 | -5.21 | 11.58 | 33.46 | -35.09 | -2.54 | 11.58 | 0.03 |
| Sharpe Ratio | NA | 2.65 | 0.89 | 0.13 | 0.37 | NA | NA | … | … | 1.54 | 0.93 | 0.63 | 0.20 | -0.68 | 1.03 | 0.12 | 1.64 | -0.92 | 1.73 | 1.25 | -0.95 | 0.86 | 3.39 | 0.79 | -0.21 | 0.66 | 1.08 | -0.91 | -0.40 | 0.86 | 2.85 |
| Standard Deviation(%) | NA | 13.36 | 16.84 | 18.72 | 20.31 | NA | NA | … | … | 13.61 | 19.48 | 15.40 | 16.94 | 24.29 | 17.62 | 39.73 | 14.71 | 15.99 | 8.30 | 16.65 | 16.18 | 11.55 | 11.60 | 14.53 | 24.54 | 17.49 | 30.89 | 39.66 | 14.43 | 9.51 | 0.32 |
| Draw Down(%) | NA | 8.02 | 23.39 | 29.94 | 43.22 | NA | NA | … | … | 8.02 | 20.46 | 9.29 | 18.39 | 24.35 | 13.02 | 43.22 | 8.79 | 24.43 | 5.21 | 12.55 | 19.27 | 9.21 | 4.93 | 15.57 | 21.23 | 18.61 | 31.53 | 49.24 | 10.58 | 9.73 | 0.00 |
| Yield(%) | 0.00 | 14.18 | 7.36 | 3.66 | 4.75 | 5.84 | 4.78 | … | … | 0.00 | 13.61 | 2.51 | 3.45 | 0.96 | 0.95 | 0.88 | 1.28 | 6.12 | 6.18 | 1.26 | 10.38 | 11.07 | 7.20 | 1.29 | 0.55 | 0.70 | 0.49 | 0.51 | 2.65 | 0.45 | 0.32 |
Data as of 06/04/2026, Common starting date is 12/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARFFX (ARIEL FOCUS FUND INVESTOR CLASS) |
-17.48%
Feb 2006 – Feb 2009 |
-3.39%
May 2007 – May 2012 |
2.91%
Feb 2006 – Feb 2016 |
4.42%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARFFX (ARIEL FOCUS FUND INVESTOR CLASS) |
25.24%
Feb 2009 – Feb 2012 |
22.48%
Feb 2009 – Feb 2014 |
13.32%
Feb 2009 – Feb 2019 |
10.43%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart