Nasdaq - Delayed Quote USD

Ariel Fund (ARAIX)

67.18
-1.40
(-2.04%)
At close: June 13 at 8:00:05 PM EDT

Fund Summary

The fund invests in small/mid cap undervalued companies that show strong potential for growth. It invests primarily in equity securities of U.S. companies that have market capitalizations within the range of the companies in the Russell 2500TM Index, measured at the time of initial purchase.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 45.09%
Worst 1Y Total Return --
Number of Years Up 10
Number of Years Down 3

Performance & Risk

YTD Return -5.10%
5y Average Return 10.37%
Rank in Category (ytd) 50
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.32
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
ARAIXCategory AverageARAIXCategory AverageARAIXCategory Average
Alpha -12.18 -0.12 -4.36 -0.08 -7.76 -0.07
BETA 1.32 0.01 1.19 0.01 1.3 0.01
Mean Annual Return 0.5 0.01 1.19 0.01 0.75 0.01
R-squared 74.9 0.78 69.85 0.72 78.45 0.73
Standard Deviation 25.34 0.28 22.98 0.23 22.7 0.2
Sharpe Ratio 0.05 0 0.5 0.01 0.31 0.01
Treynor Ratio -1.45 0.06 7.98 0.09 3.48 0.08

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