Nasdaq - Delayed Quote • USD
Ariel Focus Institutional (AFOYX)
At close: 8:00 PM EDT
Fund Summary
The fund invests primarily in equity securities of companies of any size in order to provide investors access to superior opportunities in companies of all market capitalizations. The fund’s strategy is rooted in the contrarian investment philosophy of the Adviser, which depends on four interrelated tenets: Active Patience®, Independent Thinking, Focused Expertise, and Bold Teamwork. It is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 39.81% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 0.48% |
| 5y Average Return | 6.38% |
| Rank in Category (ytd) | 55 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| AFOYX | Category Average | AFOYX | Category Average | AFOYX | Category Average | |
| Alpha | -7.28 | -0.09 | -6.81 | -0.07 | -6.89 | -0.06 |
| BETA | 1 | 0.01 | 1.17 | 0.01 | 1.17 | 0.01 |
| Mean Annual Return | 0.43 | 0.01 | 0.94 | 0.01 | 0.71 | 0.01 |
| R-squared | 69.1 | 0.85 | 79.11 | 0.82 | 79.49 | 0.84 |
| Standard Deviation | 21.07 | 0.25 | 24.09 | 0.2 | 19.84 | 0.17 |
| Sharpe Ratio | 0.1 | 0.01 | 0.38 | 0.01 | 0.35 | 0.01 |
| Treynor Ratio | 0.06 | 0.08 | 5.56 | 0.09 | 4.48 | 0.09 |
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