Ariel Appreciation Fund
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2011 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
2012 | 8.45 | 4.26 | 2.9 | -3.13 | -8.05 | 4.86 | -2.43 | 4.75 | 5.12 | -2.19 | 1.62 | 3.1 | 19.7 |
2013 | 9.1 | 2.19 | 3.76 | 1.69 | 3.03 | -0.34 | 6.48 | -3.41 | 5.91 | 4.36 | 2.27 | 4.51 | 46.7 |
2014 | -4.61 | 5 | -1.02 | -1.65 | 2.48 | 4.04 | -2.04 | 3.45 | -4.17 | 3.89 | 2.59 | 0.92 | 8.6 |
2015 | -3.2 | 7.72 | 0.14 | 0.21 | 1.01 | -1.89 | -0.7 | -7.36 | -5.95 | 9.76 | 0.63 | -5.08 | -5.9 |
2016 | -5.92 | -1.23 | 8.9 | 3.59 | -0.3 | -2.84 | 5.35 | 1.99 | -0.37 | -3.9 | 7.35 | 0.8 | 13.1 |
2017 | 2.87 | 3.3 | 1.1 | -0.38 | -1.59 | 2.82 | 0.16 | -3.35 | 3.48 | 0.37 | 5.16 | 0.94 | 15.6 |
2018 | 5.67 | -3.28 | -2.53 | -0.27 | -0.15 | 1.54 | 2.98 | -0.9 | 0.75 | -8.2 | 2.83 | -11.69 | -13.7 |
2019 | 10.59 | 4.52 | 0.09 | 5.1 | -9.94 | 7 | 1.68 | -7.09 | 4.21 | 1.59 | -2.23 | 0.86 | 15.6 |
2020 | 3.82 | 3.92 | 0.82 | 5.22 | 13.12 | -22.18 | -8.97 | -3.11 | -11.64 | 1.13 | 15.24 | 6.19 | -2.8 |
2021 | -9.92 | 6.17 | 5.73 | 20.73 | 1.93 | -2.5 | -0.04 | 1.58 | -4.36 | 5.71 | -15.75 | 5.01 | 10.2 |
2022 | -3.16 | -1.43 | 0.04 | -7.65 | 4.01 | -11.88 | 9.22 | -3.98 | -9.97 | 11.32 | -2.02 | -4.68 | -20.7 |
2023 | 9.18 | -2.25 | -4.62 | -0.47 | -3.57 | 9.53 | 4.76 | -5.36 | -5.57 | -8 | 3.43 | 8.49 | 3.4 |
2024 | -3.39 | 7.5 |