Nasdaq - Delayed Quote USD

Ariel Appreciation Investor (CAAPX)

38.83 +0.02 (+0.05%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.84%
5y Average Return 6.01%
Number of Years Up 24
Number of Years Down 10
Best 1Y Total Return (Apr 23, 2024) 62.96%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 62.96%
Worst 3Y Total Return 3.70%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CAAPX
Category
YTD
4.06%
21.28%
1-Month
4.62%
-1.96%
3-Month
4.06%
4.90%
1-Year
13.17%
55.83%
3-Year
3.14%
11.08%
5-Year
7.98%
11.93%
10-Year
6.84%
10.64%
Last Bull Market
50.28%
25.54%
Last Bear Market
-15.44%
-22.08%

Annual Total Return (%) History

Year
CAAPX
Category
2024
--
--
2023
10.62%
--
2022
-12.43%
--
2021
25.86%
--
2020
7.36%
2.63%
2019
24.60%
25.18%
2018
-13.99%
-12.86%
2017
15.10%
13.22%

2016
12.66%
18.06%
2015
-6.22%
-5.41%
2014
8.15%
9.31%
2013
46.21%
35.14%
2012
19.35%
16.60%
2011
-7.35%
-3.96%
2010
19.61%
21.92%
2009
62.96%
35.41%
2008
-40.74%
-36.77%
2007
-1.40%
0.83%
2006
10.94%
15.87%
2005
2.92%
8.82%
2004
13.10%
17.85%
2003
30.97%
33.85%
2002
-10.36%
-13.25%
2001
16.23%
6.67%
2000
18.82%
18.45%
1999
-3.79%
8.50%
1998
19.55%
1.94%
1997
37.95%
25.58%
1996
23.72%
21.11%
1995
24.16%
28.05%
1994
-8.39%
-1.02%
1993
7.95%
15.40%
1992
13.24%
14.26%
1991
33.16%
27.57%
1990
-1.51%
-7.42%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.06% -- -- --
2023 1.72% 5.04% -6.48% 10.70%
2022 -4.57% -15.44% -5.66% 15.04%
2021 15.65% 4.75% -2.95% 7.06%
2020 -31.43% 19.91% 5.67% 23.57%
2019 15.59% 1.19% -1.62% 8.27%
2018 -0.46% 1.05% 2.74% -16.77%
2017 7.36% 0.73% 0.08% 6.35%
2016 1.09% 0.29% 7.00% 3.86%
2015 4.34% -0.75% -13.57% 4.78%

2014 -0.95% 4.80% -2.97% 7.38%
2013 15.55% 4.35% 8.84% 11.42%
2012 16.25% -6.62% 7.43% 2.35%
2011 7.01% 0.99% -24.01% 12.83%
2010 7.19% -14.34% 16.10% 12.21%
2009 -11.85% 29.74% 29.10% 10.36%
2008 -9.22% -3.04% -3.98% -29.88%
2007 1.92% 7.86% -4.67% -5.91%
2006 1.86% -3.03% 5.01% 6.96%
2005 -2.69% 2.63% 1.49% 1.54%
2004 3.72% -0.04% -0.60% 9.76%
2003 -7.05% 21.84% 4.14% 11.05%
2002 8.56% -6.77% -15.96% 5.38%
2001 1.84% 8.66% -10.00% 16.70%
2000 -3.71% 4.56% 8.02% 9.26%
1999 -0.76% 8.27% -11.76% 1.47%
1998 9.11% 1.98% -12.92% 23.38%
1997 -0.35% 14.59% 13.20% 6.71%
1996 3.01% 4.71% 4.17% 10.10%
1995 7.07% 2.06% 6.75% 6.43%
1994 -4.85% -0.37% 0.55% -3.90%
1993 -2.55% -1.85% 4.89% 7.60%
1992 2.04% -3.43% 2.91% 11.67%
1991 22.57% -0.22% 3.43% 5.27%
1990 4.07% 6.21% -22.44% 14.88%

Rank in Category (By Total Return)

YTD 93
1-Month 82
3-Month 93
1-Year 87
3-Year 94
5-Year 88

Load Adjusted Returns

1-Year 13.17%
3-Year 3.14%
5-Year 7.98%
10-Year 6.84%

Performance & Risk

YTD Return -0.84%
5y Average Return 6.01%
Rank in Category (ytd) 93
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family Ariel Investments
Net Assets 1.07B
YTD Return 4.06%
Yield 0.74%
Morningstar Rating
Inception Date Dec 01, 1989

Fund Summary

The fund invests in mid-capitalization undervalued companies that show strong potential for growth. It invests primarily in equity securities of U.S. companies that have market capitalizations within the range of the companies in the Russell Midcap® Index, measured at the time of initial purchase. 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.

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