Ariel Investments

  • Ariel Fund

Ariel Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1986 -0.7 2.2 2.1 0 0 0 0 0 0 0 0 0 0
1987 7.8 -4.3 -23.5 0.4 5.1 7.2 6.7 0.9 -4 1.5 4.7 8.6 6.6
1988 2.8 -1.7 0.5 3.3 -2.9 -0.5 8.6 -0.9 4.8 7.9 7.5 3.6 37.6
1989 3.3 -0.4 -1.9 -0.3 1.1 6 -0.7 3.3 5.1 4.2 -0.3 3.3 24.5
1990 9.5 6.4 -4 -8.7 -14.7 -4.2 3.3 6.2 -3.8 3.1 0 -7.7 0
1991 8.2 -5.8 0.8 1.5 2.1 0.6 -1.7 3.2 -0.1 5.8 8.2 3.9 29.1
1992 3.2 -1.3 1.3 1.2 -1.5 2.3 -3 0.2 0.3 -0.4 -0.7 3.5 4.9
1993 5.1 -4.4 -0.4 1.4 3.6 0.6 -2.3 3.2 -6.4 3.5 -1.8 1.1 2.6
1994 -2.2 -3.2 -0.4 -0.6 3.2 -1.1 -0.6 -0.4 0.4 -6.6 0.5 0.9 -9.9
1995 -11.3 4 -2.4 3.6 1.3 1.2 2.2 2.3 -2.4 2.5 3 -0.3 2.7
1996 3.9 4 2.1 4.8 4.4 -6.1 2 2.4 1.4 1.8 0.4 0.7 0
1997 5 4.1 -3.7 7.8 1 4.6 4.8 6.9 0.8 -1.3 2 0.4 36.6
1998 4.4 2.9 11.8 3.3 -12.5 -6.7 2.3 -3.6 0.7 3.4 5.5 0 10
1999 6.1 -1 -5.7 -2.4 -5 0.9 3.9 0.8 5.1 -1.6 -2.3 -3.8 -5.8
2000 9.3 1.9 0.9 1.4 1.8 1.7 6.1 7.7 -0.3 13.8 -6.5 -10 28.8
2001 5.3 5 3.4 -9.5 3.8 -1.3 1.8 3.3 0.6 0 0.3 1.6 14.2
2002 -3.4 7.1 -1.8 -3.5 1.3 -8 -6.4 0.8 2.2 5.8 1.6 0.1 -5.2
2003 2.8 3.8 3.5 -1.7 2.7 3.3 3.8 5.6 7.4 2.5 -2.9 -5.1 28
2004 2.5 4.1 1.9 3 2.7 -5.1 5.2 1.4 -1.1 0.3 3.1 2.6 22
2005 -1.6 3.7 -3.5 -1.3 -0.7 3.3 1.2 3.5 -3 -0.5 3.1 -2.8 1
2006 2 1.8 2.4 2.9 1.9 -2.3 -2.7 -2.9 -0.8 2.7 0.7 4.6 0
2007 -2.2 -5.2 0.5 -1.3 1.3 -6.1 -0.6 5.6 2.8 -0.6 1.1 3.4 -1.8
2008 5.7 -15.2 -26.7 -6.6 4.4 0.1 -11.9 1.3 1.8 -2.2 -3.9 -5.5 -48.3
2009 7.7 7.3 -6.7 8.3 9.2 13.5 0.5 2.1 31.3 13.1 -11.8 -15.9 63.4
2010 9.1 0.8 3.3 14 -6.4 11 -10.5 -9.1 5.6 8.9 3 -2.8 26.1
2011 2.1 -1.5 16.6 -13.7 -11.7 -6.3 -1.9 -1.6 0.9 1 6.5 1 -11.3
2012 2.5 1.8 -0.2 5.6 5.4 -4.1 5.6 -7.5 -3.2 2.8 2.7 8.5 20.3
2013 3.8 3.1 5.5 5.5 -3.8 7.1 -0.1 1.5 0.3 4.5 2.2 8.4 44.7
2014 1.2 2.2 5 -4.6 5 -3.2 5.8 2.1 -1.5 -0.8 5 -4.9 11.1
2015 -4.2 1.4 11 -6.6 -7.7 -1 -1.2 0.2 -1.3 1.4 7.7 -2.3 -4
2016 2.2 9.7 -3.9 -0.3 3.5 6.4 -3.8 1 0.9 8.8 -0.5 -7.9 15.6
2017 0.3 7.1 0.5 3.7 -3 0.2 2.1 -2.1 0.1 1.4 2.3 2.8 16
2018 -13.1 3.4 -9.8 0.6 0.1 2.7 2.7 1.4 -1.8 -2.2 -3.3 6.6 -13.6
2019 1.2 -0.6 2 3.5 -7.6 1.1 7.9 -10.5 4.4 0.7 5 11.3 17.6
2020 3.1 18.2 2.4 -8.6 4.1 3.8 1 6.4 14.8 -25.3 -11.1 -2.4 3.9
2021 4.1 -5.2 4.8 -3.2 2.3 0.7 -7.2 2.9 4.8 9.8 9.8 4.5 23.6
2022 -5.4 -1.3 10.4 -11.2 -4.6 9.3 -13.5 2.6 -7.1 1.9 -2.5 -4.5 -25.4
2023 10.5 5.2 -7.6 -6.5 -5.3 4.9 7.6 -3.7 -0.6 -3.5 -2.7 13.5 9.6
2024 -8.7 3.8 5.8 -3.1 0 0 0 0 0 0 0 0 -2