Ariel Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1986 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2.13 | 2.15 | -0.7 | 0 |
| 1987 | 8.63 | 4.68 | 1.53 | -3.96 | 0.93 | 6.73 | 7.22 | 5.08 | 0.38 | -23.5 | -4.3 | 7.79 | 6.6 |
| 1988 | 3.64 | 7.54 | 7.94 | 4.84 | -0.87 | 8.64 | -0.54 | -2.92 | 3.33 | 0.49 | -1.69 | 2.79 | 37.6 |
| 1989 | 3.28 | -0.34 | 4.18 | 5.09 | 3.27 | -0.72 | 6.03 | 1.12 | -0.25 | -1.94 | -0.44 | 3.25 | 24.6 |
| 1990 | -7.66 | 0 | 3.13 | -3.83 | 6.23 | 3.27 | -4.21 | -14.68 | -8.71 | -3.95 | 6.42 | 9.51 | -16.1 |
| 1991 | 3.88 | 8.18 | 5.78 | -0.11 | 3.16 | -1.74 | 0.62 | 2.09 | 1.52 | 0.83 | -5.75 | 8.21 | 29.1 |
| 1992 | 3.54 | -0.73 | -0.37 | 0.27 | 0.17 | -3.04 | 2.27 | -1.45 | 1.16 | 1.32 | -1.28 | 3.18 | 4.9 |
| 1993 | 1.08 | -1.76 | 3.45 | -6.42 | 3.22 | -2.27 | 0.55 | 3.62 | 1.36 | -0.39 | -4.37 | 5.13 | 2.6 |
| 1994 | 0.93 | 0.46 | -6.63 | 0.42 | -0.42 | -0.59 | -1.09 | 3.24 | -0.62 | -0.35 | -3.24 | -2.15 | -9.9 |
| 1995 | -0.3 | 3.01 | 2.49 | -2.43 | 2.31 | 2.22 | 1.24 | 1.3 | 3.57 | -2.4 | 3.99 | -11.32 | 2.7 |
| 1996 | 0.66 | 0.36 | 1.78 | 1.42 | 2.42 | 1.95 | -6.08 | 4.4 | 4.83 | 2.13 | 4.03 | 3.9 | 23.6 |
| 1997 | 0.38 | 2 | -1.28 | 0.8 | 6.85 | 4.8 | 4.55 | 1 | 7.77 | -3.69 | 4.1 | 4.96 | 36.6 |
| 1998 | 0.03 | 5.52 | 3.44 | 0.67 | -3.56 | 2.29 | -6.73 | -12.45 | 3.34 | 11.84 | 2.94 | 4.43 | 10 |
| 1999 | -3.83 | -2.32 | -1.6 | 5.06 | 0.75 | 3.94 | 0.86 | -5.03 | -2.41 | -5.74 | -0.95 | 6.12 | -5.8 |
| 2000 | -9.97 | -6.53 | 13.83 | -0.27 | 7.74 | 6.12 | 1.68 | 1.77 | 1.42 | 0.93 | 1.86 | 9.3 | 28.8 |
| 2001 | 1.58 | 0.29 | 0 | 0.58 | 3.34 | 1.77 | -1.3 | 3.8 | -9.51 | 3.39 | 4.95 | 5.33 | 14.2 |
| 2002 | 0.11 | 1.59 | 5.84 | 2.22 | 0.79 | -6.38 | -8.04 | 1.25 | -3.51 | -1.76 | 7.12 | -3.41 | -5.2 |
| 2003 | -5.11 | -2.87 | 2.52 | 7.36 | 5.57 | 3.79 | 3.29 | 2.67 | -1.69 | 3.53 | 3.83 | 2.78 | 28 |
| 2004 | 2.55 | 3.09 | 0.25 | -1.09 | 1.37 | 5.23 | -5.13 | 2.72 | 2.95 | 1.92 | 4.11 | 2.47 | 22 |
| 2005 | -2.82 | 3.12 | -0.53 | -2.96 | 3.54 | 1.2 | 3.25 | -0.65 | -1.32 | -3.45 | 3.68 | -1.63 | 1 |
| 2006 | 4.55 | 0.67 | 2.71 | -0.79 | -2.85 | -2.68 | -2.28 | 1.91 | 2.85 | 2.4 | 1.78 | 1.95 | 10.4 |
| 2007 | 3.44 | 1.08 | -0.59 | 2.79 | 5.58 | -0.58 | -6.06 | 1.32 | -1.27 | 0.49 | -5.22 | -2.19 | -1.8 |
| 2008 | -5.52 | -3.92 | -2.19 | 1.75 | 1.31 | -11.87 | 0.11 | 4.4 | -6.6 | -26.69 | -15.2 | 5.68 | -48.3 |
| 2009 | -15.89 | -11.84 | 13.14 | 31.31 | 2.12 | 0.49 | 13.46 | 9.15 | 8.29 | -6.71 | 7.28 | 7.7 | 63.4 |
| 2010 | -2.77 | 2.96 | 8.89 | 5.62 | -9.08 | -10.46 | 10.99 | -6.39 | 14.02 | 3.3 | 0.75 | 9.11 | 26.1 |
| 2011 | 1.01 | 6.54 | 1.01 | 0.93 | -1.56 | -1.89 | -6.28 | -11.73 | -13.72 | 16.55 | -1.54 | 2.14 | -11.3 |
| 2012 | 8.49 | 2.68 | 2.84 | -3.15 | -7.51 | 5.6 | -4.14 | 5.38 | 5.59 | -0.2 | 1.78 | 2.48 | 20.3 |
| 2013 | 8.4 | 2.23 | 4.46 | 0.25 | 1.48 | -0.05 | 7.1 | -3.76 | 5.54 | 5.54 | 3.14 | 3.81 | 44.7 |
| 2014 | -4.9 | 4.98 | -0.83 | -1.45 | 2.07 | 5.79 | -3.17 | 5.04 | -4.6 | 4.99 | 2.22 | 1.22 | 11.1 |
| 2015 | -2.33 | 7.7 | 1.4 | -1.27 | 0.2 | -1.2 | -1.01 | -7.66 | -6.59 | 10.95 | 1.37 | -4.15 | -4 |
| 2016 | -7.89 | -0.53 | 8.8 | 0.91 | 1.02 | -3.84 | 6.35 | 3.47 | -0.25 | -3.89 | 9.74 | 2.21 | 15.6 |
| 2017 | 2.75 | 2.27 | 1.41 | 0.13 | -2.1 | 2.07 | 0.15 | -3 | 3.72 | 0.51 | 7.11 | 0.29 | 16 |
| 2018 | 6.6 | -3.31 | -2.2 | -1.84 | 1.43 | 2.68 | 2.73 | 0.09 | 0.59 | -9.83 | 3.44 | -13.08 | -13.6 |
| 2019 | 11.32 | 4.95 | 0.65 | 4.38 | -10.5 | 7.87 | 1.14 | -7.63 | 3.53 | 1.97 | -0.57 | 1.2 | 17.6 |
| 2020 | 4.13 | 3.79 | 0.95 | 6.4 | 14.81 | -25.25 | -11.08 | -2.43 | -8.64 | 2.35 | 18.24 | 3.14 | 3.9 |
| 2021 | 4.51 | 9.79 | 9.79 | 4.82 | 2.85 | -7.15 | 0.73 | 2.33 | -3.15 | 4.81 | -5.15 | 4.12 | 23.6 |
| 2022 | -4.54 | -2.5 | 1.94 | -7.13 | 2.61 | -13.5 | 9.26 | -4.59 | -11.23 | 10.44 | -1.29 | -5.43 | -25.4 |
| 2023 | 13.54 | -2.66 | -3.5 | -0.56 | -3.65 | 7.61 | 4.92 | -5.31 | -6.53 | -7.64 | 5.19 | 10.45 | 9.6 |
| 2024 | -3.13 | 14.4 |