Ariel Appreciation Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1989 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0.55 | 0 |
| 1990 | -1.27 | 1.62 | 3.72 | -3.33 | 6.83 | 2.85 | -4.76 | -11.02 | -8.47 | -2.41 | 10.12 | 6.33 | -2 |
| 1991 | 6.88 | 7.53 | 6.65 | -0.39 | 3.95 | -3.63 | 2.14 | 1.43 | -0.16 | 0.93 | -5.12 | 9.84 | 33.1 |
| 1992 | 1.25 | 1.6 | -0.81 | 0.15 | -0.31 | -3.28 | 1.91 | -0.94 | 1.94 | 2.99 | 5.78 | 2.51 | 13.3 |
| 1993 | -0.65 | -2.33 | 0.43 | -4.42 | 3.88 | -1.15 | -0.68 | 4.19 | 1.36 | 1.8 | -1.24 | 5.31 | 6.2 |
| 1994 | 0.22 | 0.48 | -5.51 | 0.96 | -0.05 | -1.27 | -1.57 | 4.63 | -2.37 | 0.37 | -5.34 | -5.6 | -14.5 |
| 1995 | -0.2 | 5.65 | 1.56 | -0.72 | 1.3 | 1.48 | 2.06 | 1.84 | 2.71 | -2.15 | 5.66 | -4.68 | 15 |
| 1996 | 0.31 | 0.94 | 1.73 | 1.88 | 2.66 | 0.13 | -5.25 | 4.09 | 5.54 | 2.8 | 3.16 | 3.94 | 23.8 |
| 1997 | 1.07 | 1.48 | -2.84 | 2.23 | 7.04 | 4.71 | 4.17 | 0.64 | 7.98 | -3.12 | 4.93 | 5.16 | 38.2 |
| 1998 | -0.85 | 6.27 | 3.56 | 0.34 | -1.81 | 3.51 | -4.87 | -12.26 | 4.33 | 12.8 | 3.07 | 6.18 | 19.6 |
| 1999 | -0.39 | -1.43 | 1.08 | 4.6 | -1.54 | 5.13 | -1.49 | -6.86 | -3.84 | -0.8 | -0.92 | 3.18 | -3.9 |
| 2000 | -8.01 | -7.34 | 12.95 | -1.91 | 5.23 | 1.3 | 2.18 | 2.89 | 2.75 | 2.58 | 0.93 | 5.57 | 18.9 |
| 2001 | 1.44 | 1.18 | -0.78 | 2.26 | 6.11 | 0.14 | 0.69 | 1.66 | -12.08 | 2.28 | 9.72 | 3.96 | 16.2 |
| 2002 | 0.92 | 4.23 | 3.21 | -2.16 | 1.55 | -6.16 | -9.02 | 1.32 | -8.83 | 4.83 | 6.15 | -5.3 | -10.4 |
| 2003 | -4.66 | -4.47 | 2.06 | 8.17 | 9.27 | 3.08 | 2.11 | 2.75 | -0.74 | 5.77 | 0.53 | 4.44 | 31 |
| 2004 | 2.19 | 1.22 | -0.07 | -1.88 | 0.84 | 1.35 | -4.5 | 1.82 | 2.22 | 0.69 | 4.14 | 4.67 | 13.1 |
| 2005 | -3.48 | 1.52 | -0.69 | -1.81 | 2.74 | 1.73 | 3.42 | -1.6 | -0.27 | -1.7 | 3.95 | -0.57 | 3 |
| 2006 | 0.92 | 0.83 | 0.11 | 0.57 | -2.47 | -1.14 | -1.88 | 1.92 | 5.01 | 3.61 | 1.16 | 2.09 | 11 |
| 2007 | 3 | -1.2 | 0.16 | 4.77 | 4.51 | -1.5 | -5.23 | -0.54 | 1.14 | 1.07 | -4.41 | -2.75 | -1.5 |
| 2008 | -3.95 | -4.11 | -1.44 | 4.17 | 1.94 | -8.7 | 1.08 | 2.51 | -7.33 | -25.01 | -11.24 | 7.19 | -39.7 |
| 2009 | -11.16 | -8.42 | 8.35 | 24.48 | 2.89 | 1.3 | 11.44 | 8.29 | 6.99 | -3.79 | 7.4 | 6.81 | 63 |
| 2010 | -3.67 | 3.05 | 7.99 | 4.81 | -9.6 | -9.48 | 9.31 | -6.18 | 13.21 | 3.68 | -0.05 | 8.28 | 19.8 |
| 2011 | 0.94 | 6.59 | -0.55 | 2.12 | -0.19 | -0.91 | -3.91 | -9.45 | -12.67 | 15.25 | -2.92 | 0.83 | -7.4 |
| 2012 | 8.42 | 4.24 | 2.86 | -3.13 | -8.05 | 4.84 | -2.45 | 4.76 | 5.12 | -2.22 | 1.58 | 3.08 | 19.4 |
| 2013 | 9.04 | 2.19 | 3.7 | 1.67 | 3.01 | -0.36 | 6.45 | -3.46 | 5.9 | 4.31 | 2.24 | 4.5 | 46.2 |
| 2014 | -4.65 | 4.99 | -1.06 | -1.67 | 2.45 | 4.03 | -2.07 | 3.41 | -4.18 | 3.85 | 2.56 | 0.88 | 8.2 |
| 2015 | -3.23 | 7.71 | 0.11 | 0.2 | 0.96 | -1.89 | -0.76 | -7.38 | -5.97 | 9.73 | 0.6 | -5.09 | -6.2 |
| 2016 | -5.97 | -1.23 | 8.84 | 3.58 | -0.32 | -2.87 | 5.34 | 1.95 | -0.37 | -3.93 | 7.32 | 0.77 | 12.7 |
| 2017 | 2.85 | 3.29 | 1.06 | -0.4 | -1.63 | 2.81 | 0.12 | -3.36 | 3.43 | 0.35 | 5.14 | 0.92 | 15.2 |
| 2018 | 5.66 | -3.3 | -2.58 | -0.27 | -0.19 | 1.52 | 2.95 | -0.95 | 0.75 | -8.23 | 2.82 | -11.73 | -13.9 |
| 2019 | 10.57 | 4.5 | 0.04 | 5.09 | -9.98 | 6.96 | 1.66 | -7.1 | 4.17 | 1.55 | -1.64 | 0.52 | 15.5 |
| 2020 | 3.78 | 3.93 | 0.8 | 5.17 | 13.11 | -22.2 | -9 | -3.14 | -11.43 | 1.11 | 15.18 | 6.16 | -2.9 |
| 2021 | -9.71 | 6.14 | 20.68 | 5.47 | 1.91 | -2.54 | -0.06 | 1.56 | -4.39 | 5.67 | -15.81 | 5.3 | 10.1 |
| 2022 | -3.19 | -1.45 | 0.02 | -7.69 | 4 | -11.92 | 9.19 | -4 | -10.01 | 11.29 | -2.08 | -4.37 | -20.7 |
| 2023 | 9.14 | -2.28 | -4.63 | -0.52 | -3.58 | 9.5 | 4.72 | -5.38 | -5.62 | -8.01 | 3.36 | 8.84 | 3.4 |
| 2024 | -3.42 | 7.2 |