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Ariel Global Institutional (AGLYX)

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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 28.18%
Worst 1Y Total Return --
Number of Years Up 10
Number of Years Down 2

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

Risk Statistics

3 Years5 Years10 Years
AGLYXCategory AverageAGLYXCategory AverageAGLYXCategory Average
Alpha 1.49 -0.05 -0.1 -0.04 -0.04 -0.01
BETA 0.67 0.01 0.67 0.01 0.73 0.01
Mean Annual Return 0.66 0.01 0.72 0.01 0.6 0.01
R-squared 78.65 0.9 82.6 0.88 84.4 0.87
Standard Deviation 12.57 0.2 13.1 0.16 11.66 0.15
Sharpe Ratio 0.4 0 0.5 0.01 0.49 0.01
Treynor Ratio 6.54 0.08 8.82 0.09 7.23 0.08

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