Ariel Focus Fund
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2005 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -0.58 | 0 | -0.68 | 1.67 | 1.19 | 0 |
2006 | 0 | 0.38 | 0.96 | 1.8 | -2.88 | -1.25 | -1.65 | 1.08 | 4.29 | 4.86 | 1.43 | 2.26 | 11.6 |
2007 | 2.07 | -3.05 | 0 | 4.01 | 3.19 | -0.73 | -5 | 2.41 | 0.42 | 1.68 | -5.3 | -1.78 | -2.6 |
2008 | -1.73 | -3.43 | 0.1 | 5.08 | 0.82 | -9.14 | 1.79 | 2.25 | -6.79 | -19.4 | -11.21 | 2.25 | -35.1 |
2009 | -10.33 | -10.88 | 6.02 | 17.36 | 4.13 | 0.55 | 8.97 | 5.24 | 4.15 | -1.71 | 7.64 | 1.46 | 33.5 |
2010 | -2.02 | 1.95 | 5.54 | 1.21 | -9.41 | -6.52 | 8.39 | -5.13 | 9.08 | 3.69 | -1.22 | 7.48 | 11.6 |
2011 | 3.65 | 3.98 | -3.03 | 2.94 | -1.43 | -0.45 | -0.45 | -7.67 | -8.31 | 10.14 | -3.23 | -0.02 | -5.2 |
2012 | 7.03 | 3.9 | 2.75 | -2.85 | -9.82 | 5.49 | -0.19 | 1.93 | 3.79 | -1.37 | -1.39 | 2.73 | 11.4 |
2013 | 7.86 | 1.37 | 4.23 | 1.7 | 5.19 | -1.75 | 5.33 | -2.13 | 3.75 | 3.39 | 2.92 | 2.24 | 39.4 |
2014 | -4.07 | 4.75 | 1.61 | 0.34 | 1.16 | 3.39 | 0.33 | 2.81 | -4 | 0.6 | 1.46 | 1.54 | 10 |
2015 | -4.19 | 4.67 | -2.48 | 0.8 | 0.58 | -2.15 | -2.34 | -5.77 | -7 | 7.35 | -0.29 | -4.84 | -15.4 |
2016 | -6.46 | -0.61 | 9.3 | 5.52 | -0.89 | -0.89 | 5.6 | 1.71 | -0.59 | -2.45 | 8.23 | 2.01 | 21.1 |
2017 | 2.85 | 3.93 | 0.07 | -1.63 | -1.51 | 2.68 | 1.57 | -2.42 | 3.08 | 1.17 | 2.86 | 1.65 | 15 |
2018 | 6.44 | -4.74 | -2.16 | 1.33 | 0.8 | 0.65 | 3.16 | 0.35 | 2.43 | -9 | 0.81 | -12.52 | -13.2 |
2019 | 11.26 | 1.94 | 0.08 | 4.44 | -8.51 | 7.97 | 0.77 | -5.11 | 3.7 | 2.17 | 4.4 | 0.36 | 24.3 |
2020 | 5.34 | 4.72 | 2.51 | 3.53 | 16.41 | -23.03 | -10.56 | -2.54 | -6.31 | -1.56 | 14.55 | 4.39 | 4.2 |
2021 | 2.08 | 8.52 | 5.14 | 8.38 | 3.13 | -3.86 | -1.03 | 0.58 | -4.27 | 4.76 | -7.36 | 4.66 | 17.3 |
2022 | -0.77 | 0.18 | 4.59 | -6.05 | 3.28 | -13.17 | 8.4 | -4.37 | -10.71 | 12.66 | -3.7 | -4.59 | -16.1 |
2023 | 7.42 | -1.58 | -5.08 | 0.35 | -4.84 | 6.78 | 5.11 | -4.66 | -6.06 | -6.16 | 6.02 | 7.82 | 3.3 |
2024 | -2.74 | 14.6 |