Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARGFX (ARIEL FUND INVESTOR CLASS) | 5.71% | 29.44% | 14.29% | 4.93% | 9.76% | 10.09% | 8.16% | … | … |
Data as of 06/04/2026, Common starting date is 12/18/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARGFX (ARIEL FUND INVESTOR CLASS) | 12/18/1986 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.66 | 29.44 | 14.29 | 4.93 | 9.76 | 10.09 | 8.16 | … | … | 5.71 | 14.08 | 11.56 | 15.78 | -18.68 | 30.29 | 10.05 | 24.64 | -13.59 | 15.99 | 15.62 | -4.04 | 11.07 | 44.68 | 20.32 | -11.34 | 26.06 | 63.42 | -48.26 | -1.83 | 10.36 | 1.03 | 21.98 | 28.04 | -5.20 | 14.20 | 28.81 | -5.80 | 10.01 | 36.66 | 23.57 | 2.68 | -9.86 | 2.49 | 4.94 | 29.10 | -16.08 | 24.52 | 37.61 | 6.60 | -0.70 |
| Sharpe Ratio | NA | 1.33 | 0.54 | 0.11 | 0.36 | NA | NA | … | … | 0.45 | 0.46 | 0.44 | 0.59 | -0.73 | 1.74 | 0.23 | 1.44 | -0.87 | 1.51 | 0.79 | -0.25 | 0.76 | 3.14 | 1.22 | -0.35 | 1.08 | 1.51 | -1.06 | -0.30 | 0.60 | -0.13 | 1.86 | 2.04 | -0.35 | 0.75 | 1.42 | -0.82 | 0.40 | 2.82 | 2.35 | -0.08 | -1.35 | 0.03 | 0.20 | 2.15 | -1.45 | 2.16 | 2.84 | 0.09 | -4.59 |
| Standard Deviation(%) | NA | 18.91 | 20.82 | 22.07 | 22.78 | NA | NA | … | … | 19.93 | 24.21 | 17.84 | 20.80 | 27.79 | 17.40 | 42.18 | 16.14 | 17.31 | 10.23 | 19.46 | 16.57 | 14.45 | 14.23 | 16.74 | 32.66 | 24.06 | 42.04 | 46.20 | 16.39 | 11.64 | 9.70 | 11.30 | 13.39 | 18.09 | 15.89 | 17.31 | 11.12 | 16.45 | 11.65 | 8.40 | 15.79 | 9.58 | 10.67 | 12.37 | 11.67 | 14.86 | 8.60 | 11.49 | 25.19 | 5.31 |
| Draw Down(%) | NA | 12.36 | 28.07 | 30.55 | 45.29 | NA | NA | … | … | 12.36 | 24.78 | 10.45 | 21.15 | 29.35 | 9.52 | 45.29 | 12.74 | 24.62 | 5.76 | 16.78 | 19.22 | 10.55 | 6.55 | 14.80 | 34.70 | 22.57 | 38.98 | 60.47 | 16.43 | 12.32 | 8.16 | 7.25 | 12.49 | 23.85 | 16.22 | 17.81 | 16.00 | 24.09 | 7.43 | 7.26 | 12.98 | 12.45 | 7.83 | 7.87 | 6.32 | 28.77 | 6.06 | 4.74 | 31.65 | 0.89 |
| Yield(%) | 0.00 | 12.92 | 8.28 | 6.02 | 7.84 | 9.23 | 7.42 | … | … | 0.00 | 12.03 | 5.85 | 5.56 | 6.65 | 6.98 | 5.54 | 6.79 | 8.08 | 6.79 | 7.22 | 13.52 | 13.47 | 0.78 | 1.10 | 0.19 | 0.09 | 0.02 | 0.83 | 8.97 | 6.75 | 6.92 | 4.01 | 0.00 | 1.39 | 1.98 | 19.78 | 15.44 | 9.56 | 11.80 | 6.51 | 1.64 | 0.78 | 1.00 | 2.61 | 2.09 | 1.02 | 1.74 | 0.92 | 0.35 | 0.06 |
Data as of 06/04/2026, Common starting date is 12/18/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARGFX (ARIEL FUND INVESTOR CLASS) |
-26.63%
Feb 2006 – Feb 2009 |
-13.49%
Feb 2004 – Feb 2009 |
-0.86%
Feb 1999 – Feb 2009 |
2.56%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARGFX (ARIEL FUND INVESTOR CLASS) |
40.00%
Feb 2009 – Feb 2012 |
33.75%
Feb 2009 – Feb 2014 |
19.99%
Feb 2009 – Feb 2019 |
15.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart