Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAAIX (ARIEL APPRECIATION FUND INSTITUTIONAL CLASS) | 11.00% | 33.73% | 13.22% | 10.61% | 12.77% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAAIX (ARIEL APPRECIATION 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 (%) | 1.58 | 33.73 | 13.22 | 10.61 | 12.77 | NA | NA | … | … | 11.00 | 11.43 | 6.38 | 10.94 | -2.46 | 45.88 | 19.67 | 24.99 | -13.66 | 15.59 | 13.01 | -5.94 | 8.60 | 46.70 | 16.90 |
| Sharpe Ratio | NA | 1.61 | 0.49 | 0.36 | 0.49 | NA | NA | … | … | 1.14 | 0.36 | 0.17 | 0.39 | -0.14 | 2.18 | 0.46 | 1.54 | -0.91 | 1.69 | 0.74 | -0.38 | 0.67 | 3.55 | 1.05 |
| Standard Deviation(%) | NA | 18.08 | 19.94 | 22.05 | 22.45 | NA | NA | … | … | 18.87 | 24.09 | 16.70 | 18.60 | 27.43 | 21.04 | 42.11 | 15.23 | 16.56 | 8.86 | 17.22 | 15.91 | 12.84 | 13.13 | 16.28 |
| Draw Down(%) | NA | 11.67 | 27.22 | 27.22 | 42.55 | NA | NA | … | … | 11.67 | 24.60 | 9.34 | 19.22 | 25.81 | 9.05 | 42.55 | 11.75 | 24.34 | 6.14 | 14.48 | 17.77 | 9.27 | 6.27 | 14.83 |
| Yield(%) | 0.00 | 13.66 | 8.82 | 11.54 | 11.86 | 13.11 | 9.83 | … | … | 0.00 | 12.67 | 6.46 | 6.88 | 16.26 | 31.45 | 18.79 | 9.10 | 6.20 | 12.95 | 8.63 | 10.49 | 12.18 | 10.00 | 12.45 |
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 |
|---|---|---|---|---|
| CAAIX (ARIEL APPRECIATION FUND INSTITUTIONAL CLASS) |
-7.29%
Mar 2017 – Mar 2020 |
-2.71%
Mar 2015 – Mar 2020 |
8.21%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAAIX (ARIEL APPRECIATION FUND INSTITUTIONAL CLASS) |
36.18%
Mar 2020 – Mar 2023 |
22.22%
Mar 2020 – Mar 2025 |
14.59%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart