Ariel Investments

  • Ariel Appreciation Fund

Ariel Appreciation 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 3.1 1.6 -2.2 5.1 4.8 -2.4 4.9 -8.1 -3.1 2.9 4.3 8.5 19.7
2013 4.5 2.3 4.4 5.9 -3.4 6.5 -0.3 3 1.7 3.8 2.2 9.1 46.7
2014 0.9 2.6 3.9 -4.2 3.5 -2 4 2.5 -1.7 -1 5 -4.6 8.6
2015 -5.1 0.6 9.8 -6 -7.4 -0.7 -1.9 1 0.2 0.1 7.7 -3.2 -5.9
2016 0.8 7.4 -3.9 -0.4 2 5.4 -2.8 -0.3 3.6 8.9 -1.2 -5.9 13
2017 0.9 5.2 0.4 3.5 -3.4 0.2 2.8 -1.6 -0.4 1.1 3.3 2.9 15.6
2018 -11.7 2.8 -8.2 0.8 -0.9 3 1.5 -0.2 -0.3 -2.5 -3.3 5.7 -13.7
2019 0.9 -2.2 1.6 4.2 -7.1 1.7 7 -9.9 5.1 0.1 4.5 10.6 15.6
2020 6.2 15.2 1.1 -11.6 3.8 3.9 0.8 5.2 13.1 -22.2 -9 -3.1 -2.8
2021 5 -15.8 5.7 -4.4 1.6 -0 -2.5 1.9 20.7 5.7 6.2 -9.9 10.2
2022 -4.7 -2 11.3 -10 -4 9.2 -11.9 4 -7.7 0 -1.4 -3.2 -20.7
2023 8.5 3.4 -8 -5.6 -5.4 4.8 9.5 -3.6 -0.5 -4.6 -2.3 9.2 3.4
2024 -7.1 4.6 3 -3.4 0 0 0 0 0 0 0 0 -1.7