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 | ||||
|---|---|---|---|---|---|---|
| ARAIX | Category Average | ARAIX | Category Average | ARAIX | Category 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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