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    More On CAAIX


    Ariel Appreciation Institutional (CAAIX)

    48.09 Down 0.14(0.29%) Jul 27

    Performance Overview as of Jun 29, 2016Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:3.00
    Year-to-Date Return:1.55%
    5-Year Average Return:9.30%
    Number of Years Up:3
    Number of Years Down:1
    Best 1 Yr Total Return (2013-12-31):46.70%
    Worst 1 Yr Total Return (2015-12-31):-5.92%
    Best 3-Yr Total Return (N/A):23.96%
    Worst 3-Yr Total Return (N/A):14.42%
    Load Adjusted Returns 
    1-Year:-7.87%
    3-Year:8.00%
    5-Year:9.30%
    10-Year:7.99%
    Trailing Returns (%) vs. Benchmarks 
    ReturnCAAIXCategoryDiffIndex*Diff
    Year To Date1.55N/AN/AN/AN/A
    1-Month-2.84N/AN/AN/AN/A
    3-Month0.35N/AN/AN/AN/A
    1-Year-7.87N/AN/AN/AN/A
    3-Year8.00N/AN/AN/AN/A
    5-Year9.30N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)27.17N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-24.85N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearCAAIXCategoryDiff
    2016N/AN/AN/A
    2015
     
    -5.92N/AN/A
    2014
     
    8.54N/AN/A
    2013
     
    46.70N/AN/A
    2012
     
    19.62N/AN/A
    Past Quarterly Returns (%) for CAAIX 
    Q1Q2Q3Q4
    20161.200.35N/AN/A
    20154.41-0.68-13.494.86
    2014-0.864.87-2.887.50
    201315.684.418.9211.51
    201216.36-6.607.442.44
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date71N/A
    1-Month87N/A
    3-Month72N/A
    6-Month71N/A
    1-Year74N/A
    3-Year53N/A
    5-Year40N/A