Nasdaq - Delayed Quote USD

Ariel Global Institutional (AGLYX)

15.32 +0.03 (+0.20%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.75%
5y Average Return 6.87%
Number of Years Up 10
Number of Years Down 2
Best 1Y Total Return (Apr 26, 2024) 28.18%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 28.18%
Worst 3Y Total Return 3.88%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AGLYX
Category
YTD
7.38%
14.38%
1-Month
4.98%
-1.21%
3-Month
7.38%
5.03%
1-Year
16.01%
39.50%
3-Year
7.36%
9.11%
5-Year
8.07%
10.10%
10-Year
6.74%
7.90%
Last Bull Market
26.05%
15.53%
Last Bear Market
-5.26%
-17.52%

Annual Total Return (%) History

Year
AGLYX
Category
2024
--
--
2023
12.66%
--
2022
-5.24%
--
2021
11.76%
--
2020
8.05%
2.50%
2019
16.28%
20.73%
2018
-5.83%
-10.41%
2017
15.81%
18.90%

2016
5.63%
9.24%
2015
0.56%
-3.06%
2014
5.54%
3.61%
2013
28.18%
25.36%
2012
5.79%
14.28%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.38% -- -- --
2023 4.27% 3.38% -3.09% 7.85%
2022 0.11% -5.26% -10.02% 11.03%
2021 3.52% 6.21% -3.82% 5.68%
2020 -13.22% 11.81% 1.29% 9.94%
2019 9.16% 0.94% -0.73% 6.30%
2018 0.33% 0.80% 5.20% -11.49%
2017 5.81% 3.54% 4.50% 1.16%
2016 2.48% -0.22% 4.56% -1.21%
2015 2.98% 0.14% -7.38% 5.27%

2014 2.54% 4.57% -1.15% -0.43%
2013 8.07% 4.53% 8.50% 4.57%
2012 5.30% -8.93% 4.69% 5.37%

Rank in Category (By Total Return)

YTD 41
1-Month 23
3-Month 41
1-Year 54
3-Year 41
5-Year 61

Load Adjusted Returns

1-Year 16.01%
3-Year 7.36%
5-Year 8.07%
10-Year 6.74%

Performance & Risk

YTD Return 2.75%
5y Average Return 6.87%
Rank in Category (ytd) 41
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.67
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Value
Fund Family Ariel Investments
Net Assets 62.62M
YTD Return 7.38%
Yield 5.08%
Morningstar Rating
Inception Date Dec 30, 2011

Fund Summary

The fund invests primarily in equity securities of both U.S. and foreign companies, including companies based in developed or emerging markets. It is permitted to invest in companies of any size, but typically will not invest in companies with market capitalizations below $3 billion. Under normal market conditions, the fund will invest at least 40% of its assets in countries other than the U.S.

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