Nasdaq - Delayed Quote USD
Ariel Focus Investor (ARFFX)
14.39
+0.02
+(0.14%)
At close: April 17 at 8:00:06 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -11.28% |
| 5y Average Return | 11.02% |
| Number of Years Up | 13 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Apr 17, 2025) | 39.37% |
| Worst 1Y Total Return (Apr 17, 2025) | -- |
| Best 3Y Total Return | 39.37% |
| Worst 3Y Total Return | 3.28% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
ARFFX
Category
- YTD
- -3.88%
- 21.28%
- 1-Month
- -3.53%
- -1.96%
- 3-Month
- -3.88%
- 4.90%
- 1-Year
- 1.50%
- 55.83%
- 3-Year
- 0.61%
- 11.08%
- 5-Year
- 15.37%
- 11.93%
- 10-Year
- 6.05%
- 10.64%
- Last Bull Market
- 21.18%
- 25.54%
- Last Bear Market
- -15.74%
- -22.08%
Annual Total Return (%) History
Year
ARFFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -3.88% | -- | -- | -- |
| 2024 | 7.46% | -3.37% | 10.61% | -1.19% |
| 2023 | 0.35% | 1.97% | -5.87% | 11.05% |
| 2022 | 3.97% | -15.74% | -7.45% | 11.95% |
| 2021 | 16.48% | 4.00% | -4.71% | 4.95% |
| 2020 | -32.90% | 23.54% | 6.03% | 21.62% |
| 2019 | 13.51% | 3.17% | -0.85% | 8.18% |
| 2018 | -0.80% | 2.80% | 6.03% | -19.79% |
| 2017 | 6.98% | -0.52% | 2.16% | 5.74% |
| 2016 | 1.62% | 3.65% | 6.77% | 7.70% |
| 2015 | -2.20% | -0.80% | -14.41% | 1.90% |
| 2014 | 2.11% | 4.95% | -0.98% | 3.59% |
| 2013 | 13.97% | 5.11% | 6.95% | 8.78% |
| 2012 | 14.26% | -7.58% | 5.59% | -0.08% |
| 2011 | 4.51% | 1.01% | -15.73% | 6.55% |
| 2010 | 5.43% | -14.63% | 12.17% | 10.08% |
| 2009 | -15.28% | 22.87% | 19.43% | 7.34% |
| 2008 | -5.01% | -3.74% | -2.99% | -26.82% |
| 2007 | -1.04% | 6.54% | -2.29% | -5.40% |
| 2006 | 1.34% | -2.37% | 3.69% | 8.76% |
| 2005 | 2.30% | 3.32% | -- | -- |
Rank in Category (By Total Return)
| YTD | 81 |
| 1-Month | 54 |
| 3-Month | 81 |
| 1-Year | 43 |
| 3-Year | 95 |
| 5-Year | 79 |
Load Adjusted Returns
| 1-Year | 1.50% |
| 3-Year | 0.61% |
| 5-Year | 15.37% |
| 10-Year | 6.05% |
Performance & Risk
| YTD Return | -11.28% |
| 5y Average Return | 11.02% |
| Rank in Category (ytd) | 81 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Value |
| Fund Family | Ariel Investments |
| Net Assets | 61.85M |
| YTD Return | -3.88% |
| Yield | 1.11% |
| Morningstar Rating | |
| Inception Date | Jun 30, 2005 |
Fund Summary
The fund invests primarily in equity securities of companies of any size in order to provide investors access to superior opportunities in companies of all market capitalizations. The fund’s strategy is rooted in the contrarian investment philosophy of the Adviser, which depends on four interrelated tenets: Active Patience®, Independent Thinking, Focused Expertise, and Bold Teamwork. It is non-diversified.
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