Ariel Focus Institutional (AFOYX)

13.98 +0.13 (+0.94%) USD  |  Mar 29 2023
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AFOYX Performance

Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of March 29, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
Ariel Focus Institutional
39.81%
10.16%
-15.19%
21.47%
15.20%
-13.02%
25.86%
7.21%
21.45%
-8.97%
-1.34%
S&P 500 Total Return
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
5.35%
Empower Ariel Mid Cap Value Instl
47.55%
7.80%
-5.24%
13.10%
15.28%
-13.70%
24.82%
9.18%
26.53%
-12.69%
-0.19%
Ariel Appreciation Institutional
46.70%
8.54%
-5.92%
13.01%
15.45%
-13.72%
25.00%
7.70%
26.24%
-12.16%
-0.32%
VY® JPMorgan Mid Cap Value I
31.89%
15.27%
-2.77%
14.94%
14.04%
-11.96%
26.46%
0.55%
29.79%
-8.39%
-2.04%
PGIM Quant Solutions Mid-Cap Val Z
37.32%
15.14%
-6.42%
21.39%
12.64%
-19.70%
20.05%
-6.25%
34.61%
-9.23%
-3.16%
As of March 29, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Ariel Focus Institutional
-6.74%
-1.27%
9.94%
-15.46%
20.54%
5.22%
7.45%
6.38%
--
5.84%
S&P 500 Total Return
1.60%
5.09%
11.61%
-11.53%
18.48%
10.74%
12.02%
9.95%
10.16%
9.84%
Empower Ariel Mid Cap Value Instl
-6.49%
-0.47%
14.02%
-11.35%
20.48%
5.37%
8.18%
9.11%
9.21%
9.81%
Ariel Appreciation Institutional
-6.60%
-0.60%
13.96%
-11.06%
20.85%
5.20%
8.05%
8.86%
9.08%
9.98%
VY® JPMorgan Mid Cap Value I
-5.64%
-2.55%
7.59%
-11.63%
19.83%
5.83%
8.42%
8.83%
9.99%
9.07%
PGIM Quant Solutions Mid-Cap Val Z
-9.21%
-3.54%
7.90%
-16.06%
25.22%
2.07%
6.40%
7.45%
8.85%
8.30%
As of March 29, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of February 28, 2023