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    Ariel Appreciation Institutional (CAAIX)

    48.76 Up 0.54(1.12%) Sep 28

    Risk as of Aug 30, 2016Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:5
    Number of Years Up3
    Number of Years Down1
    Best 1 Yr Total Return(Dec 30, 2013):46.70%
    Worst 1 Yr Total Return(Dec 30, 2015):-5.92%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticCAAIXCategory
    Alpha (against Standard Index)-5.03-3.35
    Beta (against Standard Index)1.250.98
    Mean Annual Return0.850.72
    R-squared (against Standard Index)84.8678.28
    Standard Deviation14.7812.15
    Sharpe Ratio0.690.72
    Treynor Ratio7.588.46
    5 Years
    StatisticCAAIXCategory
    Alpha (against Standard Index)-4.96-3.24
    Beta (against Standard Index)1.361.07
    Mean Annual Return1.221.02
    R-squared (against Standard Index)87.8783.18
    Standard Deviation16.9413.82
    Sharpe Ratio0.860.89
    Treynor Ratio10.2811.18
    10 Years
    StatisticCAAIXCategory
    Alpha (against Standard Index)-0.09-0.72
    Beta (against Standard Index)1.321.09
    Mean Annual Return0.900.70
    R-squared (against Standard Index)86.9486.37
    Standard Deviation21.6717.90
    Sharpe Ratio0.460.42
    Treynor Ratio5.975.70