Ariel Appreciation Investor (CAAPX)

41.67 +0.16 (+0.39%) USD  |  Aug 08 2022

CAAPX Performance

Edit Comparables

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)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of August 08, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Loading chart...
Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Ariel Appreciation Investor
19.35%
46.21%
8.15%
-6.22%
12.66%
15.10%
-13.99%
24.60%
7.36%
25.86%
-12.66%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-12.35%
Ariel Fund Investor
20.32%
44.68%
10.95%
-4.10%
15.56%
15.88%
-13.67%
24.67%
10.02%
30.36%
-14.92%
Ariel Focus Investor
11.42%
39.37%
9.92%
-15.39%
21.11%
14.96%
-13.28%
25.62%
6.90%
21.15%
-6.05%
Reinhart Mid Cap PMV Inv
--
30.38%
6.23%
-3.51%
20.66%
10.47%
-11.71%
24.40%
-0.82%
25.92%
-7.15%
American Century Mid Cap Value Inv
16.44%
29.92%
16.33%
-1.56%
22.84%
11.58%
-13.01%
28.88%
1.62%
23.14%
-2.49%
As of August 08, 2022.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Ariel Appreciation Investor
6.71%
-3.14%
-10.68%
-9.48%
8.48%
6.43%
10.24%
7.24%
8.50%
10.07%
S&P 500 Total Return
6.26%
0.83%
-7.71%
-5.30%
13.98%
12.83%
13.63%
9.21%
10.06%
10.09%
Ariel Fund Investor
6.73%
-4.59%
-11.47%
-13.66%
9.42%
7.56%
11.72%
7.05%
8.61%
10.79%
Ariel Focus Investor
6.38%
-5.99%
-6.22%
-4.90%
9.59%
7.31%
9.48%
5.63%
--
6.19%
Reinhart Mid Cap PMV Inv
4.00%
-2.38%
-5.56%
-1.08%
8.11%
6.56%
8.93%
--
--
9.38%
American Century Mid Cap Value Inv
4.73%
-2.51%
-3.51%
3.01%
10.78%
7.94%
11.47%
8.70%
--
9.99%
As of August 08, 2022. 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
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of July 31, 2022