Ariel Investments

  • Ariel Fund

Ariel 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 2.5 1.8 -0.1 5.6 5.4 -4.1 5.6 -7.5 -3.1 2.9 2.7 8.5 20.8
2013 3.8 3.2 5.6 5.6 -3.7 7.1 0 1.5 0.3 4.5 2.3 8.4 45.1
2014 1.2 2.3 5 -4.6 5.1 -3.1 5.8 2.1 -1.4 -0.8 5 -4.9 11.4
2015 -4.1 1.4 11 -6.6 -7.7 -1 -1.2 0.2 -1.2 1.4 7.7 -2.3 -3.7
2016 2.2 9.8 -3.9 -0.3 3.5 6.4 -3.8 1 0.9 8.9 -0.5 -7.9 15.9
2017 0.3 7.1 0.5 3.8 -3 0.2 2.1 -2.1 0.2 1.4 2.3 2.8 16.3
2018 -13.1 3.5 -9.8 0.6 0.1 2.8 2.7 1.4 -1.8 -2.2 -3.3 6.6 -13.3
2019 1.8 -1.4 2 3.6 -7.6 1.2 7.9 -10.5 4.4 0.7 5 11.4 17.6
2020 2.9 18.3 2.4 -8.9 4.2 3.8 1 6.4 14.9 -25.2 -11 -2.4 4
2021 3.8 -10 4.8 -3.1 2.4 0.8 -2.1 2.9 10.9 -1.5 16.1 4.5 23.6
2022 -5.8 -1.2 10.5 -11.2 -4.6 9.3 -13.5 2.6 -7.1 2 -2.5 -4.5 -25.4
2023 10.2 5.2 -7.6 -6.5 -5.3 5 9.3 -5.1 -0.5 -3.5 -2.6 13.6 9.6
2024 -8.7 3.8 5.8 -3.1 0 0 0 0 0 0 0 0 1.4