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Ariel International Investor (AINTX)

14.62 -0.11 (-0.75%)
At close: 8:00 PM EDT

Fund Summary

The fund invests primarily in equity securities of foreign companies based in developed international markets. It is permitted to invest in companies of any size, but typically will not invest in companies with market capitalizations below $3 billion. It also invests a portion of its assets in companies based in the U.S. or emerging markets.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 26.13%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 4

Performance & Risk

YTD Return 3.51%
5y Average Return 3.58%
Rank in Category (ytd) 28
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
AINTXCategory AverageAINTXCategory AverageAINTXCategory Average
Alpha 0.3 -0.04 -1.25 -0.03 -0.68 -0.01
BETA 0.88 0.01 0.76 0.01 0.76 0.01
Mean Annual Return 0.29 0.01 0.4 0.01 0.31 0
R-squared 86.35 0.92 83.6 0.91 83.52 0.9
Standard Deviation 15.48 0.2 14.59 0.17 12.5 0.16
Sharpe Ratio 0.04 0 0.18 0 0.18 0
Treynor Ratio -0.7 0.04 2.24 0.07 1.96 0.04

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