Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CAAPX (ARIEL APPRECIATION FUND INVESTOR CLASS) | -5.56% | 2.45% | 6.59% | 9.50% | 4.94% | 8.81% | 7.15% | 9.26% |
Data as of 06/20/2025, AR inception is 12/21/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAAPX (ARIEL APPRECIATION FUND INVESTOR CLASS) | 12/21/1989 | 06/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.65 | 2.45 | 6.59 | 9.50 | 4.94 | 8.81 | 7.15 | 9.26 | -5.56 | 6.08 | 10.58 | -12.27 | 25.72 | 7.42 | 24.58 | -13.93 | 15.24 | 12.71 | -6.24 | 8.21 | 46.24 | 19.40 | -7.36 | 19.75 | 62.95 | -39.70 | -1.54 | 11.00 | 2.99 | 13.11 | 30.97 | -10.36 | 16.20 | 18.87 | -3.85 | 19.60 | 38.20 | 23.72 | 15.03 | -14.49 | 6.23 | 13.25 | 33.03 | -2.02 | 0.55 |
| Sharpe Ratio | NA | -0.11 | 0.09 | 0.36 | 0.16 | NA | NA | 0.36 | -0.60 | 0.15 | 0.38 | -0.56 | 1.58 | 0.18 | 1.52 | -0.93 | 1.65 | 0.73 | -0.39 | 0.64 | 3.52 | 1.19 | -0.24 | 0.87 | 1.61 | -0.88 | -0.29 | 0.77 | 0.07 | 1.08 | 1.77 | -0.51 | 0.83 | 0.81 | -0.57 | 0.97 | 2.70 | 2.26 | 1.08 | -1.69 | 0.47 | 1.14 | 2.40 | -0.54 | NA |
| Standard Deviation(%) | NA | 24.22 | 21.32 | 20.72 | 21.45 | NA | NA | 19.72 | 30.18 | 16.70 | 18.47 | 24.61 | 16.24 | 40.66 | 15.21 | 16.53 | 8.86 | 17.22 | 15.90 | 12.85 | 13.13 | 16.43 | 30.64 | 22.58 | 39.13 | 46.24 | 16.39 | 9.90 | 9.76 | 11.24 | 17.08 | 22.45 | 16.79 | 18.13 | 12.63 | 16.59 | 12.73 | 8.79 | 10.22 | 10.42 | 8.70 | 9.35 | 12.09 | 13.98 | NA |
| Draw Down(%) | NA | 27.29 | 27.29 | 27.29 | 42.58 | NA | NA | 61.92 | 24.63 | 9.34 | 19.27 | 25.98 | 9.10 | 42.58 | 11.86 | 24.53 | 6.15 | 14.51 | 17.87 | 9.31 | 6.28 | 14.86 | 29.27 | 21.25 | 32.18 | 55.57 | 14.06 | 9.11 | 6.36 | 9.62 | 17.86 | 28.95 | 18.49 | 18.02 | 17.81 | 21.34 | 8.01 | 7.28 | 6.95 | 16.00 | 8.95 | 7.24 | 5.70 | 25.21 | NA |
| Yield(%) | 0.00 | 6.26 | 7.70 | 10.70 | 7.27 | 10.64 | 7.47 | 17.03 | 0.00 | 6.15 | 6.54 | 8.28 | 15.83 | 9.54 | 8.72 | 5.88 | 12.62 | 8.33 | 10.15 | 11.84 | 9.61 | 12.17 | 1.28 | 0.17 | 0.18 | 7.78 | 9.67 | 7.40 | 4.94 | 2.90 | 0.00 | 0.34 | 2.43 | 13.56 | 9.03 | 10.69 | 12.22 | 6.47 | 1.03 | 0.28 | 0.24 | 0.44 | 1.17 | 1.11 | 0.55 |
Data as of 06/20/2025, AR inception is 12/21/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAAPX (ARIEL APPRECIATION FUND INVESTOR CLASS) |
-19.23%
Feb 2006 - Feb 2009 |
-9.60%
Feb 2004 - Feb 2009 |
-0.08%
Feb 1999 - Feb 2009 |
4.53%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAAPX (ARIEL APPRECIATION FUND INVESTOR CLASS) |
35.93%
Feb 2009 - Feb 2012 |
31.18%
Feb 2009 - Feb 2014 |
17.66%
Feb 2009 - Feb 2019 |
14.01%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart