Ariel Investments

  • Ariel Focus Fund

Ariel Focus Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2011 0 0 0 0 0 0 0 0 0 0 0 0 0
2012 2.8 -1.5 -1.3 3.8 2 -0.2 5.5 -9.8 -2.9 2.8 3.9 7 11.7
2013 2.3 2.8 3.5 3.8 -2.1 5.3 -1.7 5.2 1.8 4.2 1.5 7.9 39.8
2014 1.6 1.5 0.6 -3.9 2.8 0.4 3.4 1.2 0.3 1.6 4.8 -4.1 10.2
2015 -4.8 -0.3 7.3 -7 -5.7 -2.3 -2.1 0.6 0.8 -2.5 4.8 -4.2 -15.2
2016 2.1 8.3 -2.5 -0.6 1.7 5.7 -1 -0.8 5.5 9.3 -0.5 -6.5 21.5
2017 1.6 2.9 1.2 3.2 -2.4 1.6 2.7 -1.4 -1.6 0.2 3.9 2.9 15.3
2018 -12.5 0.8 -8.9 2.4 0.4 3.2 0.7 0.8 1.4 -2.2 -4.8 6.5 -13
2019 0.9 3.7 2.2 3.7 -5.1 0.9 8 -8.5 4.5 0.1 2 11.3 24.4
2020 7.9 14.5 -1.6 -6.4 5.3 4.7 2.6 3.5 16.5 -23 -10.6 -2.5 4.4
2021 4.5 -7.3 4.8 -4.3 0.6 -1 -3.9 3.2 4.9 8.9 8.4 -1.3 17.3
2022 -4.7 -3.7 12.7 -10.7 -4.4 8.5 -13.2 3.3 -6 4.6 0.2 -0.7 -16
2023 7.6 6.1 -6.1 -6.1 -4.6 5.1 6.8 -4.8 0.4 -5.1 -1.5 7.3 3.4
2024 -2.5 6.8 3.5 -2.7 0 0 0 0 0 0 0 0 4.8