Ariel Investments

  • Ariel Focus Fund

Ariel Focus Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2005 1.2 1.7 -0.7 0 -0.6 0 0 0 0 0 0 0 0
2006 2.3 1.4 4.9 4.3 1.1 -1.7 -1.3 -2.9 1.8 1 0.4 0 11.6
2007 -1.8 -5.3 1.7 0.4 2.4 -5 -0.7 3.2 4 0 -3.1 2.1 -2.6
2008 2.3 -11.2 -19.4 -6.8 2.3 1.8 -9.1 0.8 5.1 0.1 -3.4 -1.7 -35.1
2009 1.5 7.6 -1.7 4.2 5.2 9 0.6 4.1 17.4 6 -10.9 -10.3 33.5
2010 7.5 -1.2 3.7 9.1 -5.1 8.4 -6.5 -9.4 1.2 5.5 2 -2 11.6
2011 -0 -3.2 10.1 -8.3 -7.7 -0.5 -0.5 -1.4 2.9 -3 4 3.7 -5.2
2012 2.7 -1.4 -1.4 3.8 1.9 -0.2 5.5 -9.8 -2.9 2.8 3.9 7 11.4
2013 2.2 2.9 3.4 3.8 -2.1 5.3 -1.8 5.2 1.7 4.2 1.4 7.9 39.4
2014 1.5 1.5 0.6 -4 2.8 0.3 3.4 1.2 0.3 1.6 4.8 -4.1 10
2015 -4.8 -0.3 7.4 -7 -5.8 -2.3 -2.2 0.6 0.8 -2.5 4.7 -4.2 -15.4
2016 2 8.2 -2.5 -0.6 1.7 5.6 -0.9 -0.9 5.5 9.3 -0.6 -6.5 0
2017 1.7 2.9 1.2 3.1 -2.4 1.6 2.7 -1.5 -1.6 0.1 3.9 2.9 15
2018 -12.5 0.8 -9 2.4 0.4 3.2 0.7 0.8 1.3 -2.2 -4.7 6.4 -13.2
2019 0.4 4.4 2.2 3.7 -5.1 0.8 8 -8.5 4.4 0.1 1.9 11.3 24.3
2020 4.4 14.6 -1.6 -6.3 5.3 4.7 2.5 3.5 16.4 -23 -10.6 -2.5 4.2
2021 4.7 -7.4 4.8 -4.3 0.6 -1 -3.9 3.1 8.4 5.1 8.5 2.1 17.2
2022 -4.6 -3.7 12.7 -10.7 -4.4 8.4 -13.2 3.3 -6.1 4.6 0.2 -0.8 -16.1
2023 7.8 6 -6.2 -6.1 -4.7 5.1 6.8 -4.8 0.4 -5.1 -1.6 7.4 3.3
2024 -6.2 6.7 3.5 -2.7 0 0 0 0 0 0 0 0 0.1