Ariel Investments

  • Ariel Appreciation Fund

Ariel Appreciation Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1989 0.6 0 0 0 0 0 0 0 0 0 0 0 0
1990 6.3 10.1 -2.4 -8.5 -11 -4.8 2.9 6.8 -3.3 3.7 1.6 -1.3 -2
1991 9.8 -5.1 0.9 -0.2 1.4 2.1 -3.6 4 -0.4 6.7 7.5 6.9 33
1992 2.5 5.8 3 1.9 -0.9 1.9 -3.3 -0.3 0.2 -0.8 1.6 1.3 13.2
1993 5.3 -1.2 1.8 1.4 4.2 -0.7 -1.2 3.9 -4.4 0.4 -2.3 -0.7 6.2
1994 -5.6 -5.3 0.4 -2.4 4.6 -1.6 -1.3 -0.1 1 -5.5 0.5 0.2 -14.5
1995 -4.7 5.7 -2.2 2.7 1.8 2.1 1.5 1.3 -0.7 1.6 5.7 -0.2 15
1996 3.9 3.2 2.8 5.5 4.1 -5.3 0.1 2.7 1.9 1.7 0.9 0.3 23.8
1997 5.2 4.9 -3.1 8 0.6 4.2 4.7 7 2.2 -2.8 1.5 1.1 38.2
1998 6.2 3.1 12.8 4.3 -12.3 -4.9 3.5 -1.8 0.3 3.6 6.3 -0.9 19.6
1999 3.2 -0.9 -0.8 -3.8 -6.9 -1.5 5.1 -1.5 4.6 1.1 -1.4 -0.4 -3.8
2000 5.6 0.9 2.6 2.8 2.9 2.2 1.3 5.2 -1.9 13 -7.3 -8 18.9
2001 4 9.7 2.3 -12.1 1.7 0.7 0.1 6.1 2.3 -0.8 1.2 1.4 16.2
2002 -5.3 6.2 4.8 -8.8 1.3 -9 -6.2 1.6 -2.2 3.2 4.2 0.9 0
2003 4.4 0.5 5.8 -0.7 2.8 2.1 3.1 9.3 8.2 2.1 -4.5 -4.7 31
2004 4.7 4.1 0.7 2.2 1.8 -4.5 1.4 0.8 -1.9 -0.1 1.2 2.2 13.1
2005 -0.6 4 -1.7 -0.3 -1.6 3.4 1.7 2.7 -1.8 -0.7 1.5 -3.5 3
2006 2.1 1.2 3.6 5 1.9 -1.9 -1.1 -2.5 0.6 0.1 0.8 0.9 11
2007 -2.8 -4.4 1.1 1.1 -0.5 -5.2 -1.5 4.5 4.8 0.2 -1.2 3 -1.5
2008 7.2 -11.2 -25 -7.3 2.5 1.1 -8.7 1.9 4.2 -1.4 -4.1 -4 -39.7
2009 6.8 7.4 -3.8 7 8.3 11.4 1.3 2.9 24.5 8.4 -8.4 -11.2 63
2010 8.3 -0.1 3.7 13.2 -6.2 9.3 -9.5 -9.6 4.8 8 3.1 -3.7 19.8
2011 0.8 -2.9 15.3 -12.7 -9.5 -3.9 -0.9 -0.2 2.1 -0.6 6.6 0.9 -7.4
2012 3.1 1.6 -2.2 5.1 4.8 -2.5 4.8 -8.1 -3.1 2.9 4.2 8.4 19.4
2013 4.5 2.2 4.3 5.9 -3.5 6.5 -0.4 3 1.7 3.7 2.2 9 46.2
2014 0.9 2.6 3.9 -4.2 3.4 -2.1 4 2.5 -1.7 -1.1 5 -4.7 8.2
2015 -5.1 0.6 9.7 -6 -7.4 -0.8 -1.9 1 0.2 0.1 7.7 -3.2 -6.2
2016 0.8 7.3 -3.9 -0.4 2 5.3 -2.9 -0.3 3.6 8.8 -1.2 -6 12.7
2017 0.9 5.1 0.4 3.4 -3.4 0.1 2.8 -1.6 -0.4 1.1 3.3 2.9 15.2
2018 -11.7 2.8 -8.2 0.8 -1 3 1.5 -0.2 -0.3 -2.6 -3.3 5.7 -13.9
2019 0.5 -1.6 1.6 4.2 -7.1 1.7 7 -10 5.1 0 4.5 10.6 15.5
2020 6.2 15.2 1.1 -11.4 3.8 3.9 0.8 5.2 13.1 -22.2 -9 -3.1 -2.9
2021 5.3 -15.8 5.7 -4.4 1.6 -0.1 -2.5 1.9 5.5 20.7 6.1 -9.7 10.1
2022 -4.4 -2.1 11.3 -10 -4 9.2 -11.9 4 -7.7 0 -1.5 -3.2 -20.7
2023 8.8 3.4 -8 -5.6 -5.4 4.7 9.5 -3.6 -0.5 -4.6 -2.3 9.1 3.4
2024 -7.1 4.6 3 -3.4 0 0 0 0 0 0 0 0 -2.4