CAAIX - Ariel Appreciation Institutional

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return14.39%
5-Year Average Return14.83%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Nov 29, 2017)46.70%
Worst 1 Yr Total Return (Nov 29, 2017)-5.92%
Best 3-Yr Total Return46.70%
Worst 3-Yr Total Return4.89%

Trailing Returns (%) Vs. Benchmarks

ReturnCAAIXCategory
YTD14.39%8.36%
1-Month5.04%0.84%
3-Month9.10%2.76%
1-Year15.30%18.48%
3-Year7.07%7.28%
5-Year14.83%12.99%
10-Year9.20%6.84%
Last Bull Market27.17%25.17%
Last Bear Market-24.85%-22.46%

Annual Total Return (%) History

Year
CAAIXCategory
2017
N/AN/A
2016
13.01%18.06%
2015
-5.92%-5.41%
2014
8.54%9.31%
2013
46.70%35.14%
2012
19.62%16.60%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20177.43%0.81%0.18%N/A
20161.20%0.35%7.05%3.95%
20154.41%-0.68%-13.49%4.86%
2014-0.86%4.87%-2.88%7.50%
201315.68%4.41%8.92%11.51%
201216.36%-6.60%7.44%2.44%

Rank In Category (By Total Return)

YTD25
1-Month6
3-Month29
1-Year36
3-Year73
5-Year32

Load Adjusted Returns

1-Year15.30%
3-Year7.07%
5-Year14.83%
10-Year9.20%