ARGFX
Ariel Fund Investor Class
Mutual fund
$79.72+0.64 (+0.81%)Close Oct 2, 2026
Oct 30, 1986 – Oct 2, 2026, Dividends reinvested
- Final balance
- $400,178
- CAGR
- +9.68%
- Max drawdown
- −71.02%
- Sharpe ratio
- 0.56
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −5.50%
- 3M
- −3.72%
- 6M
- +9.61%
- YTD
- +8.04%
- 1Y
- +10.49%
- 3Y
- +16.33%
- 5Y
- +5.75%
- 10Y
- +9.59%
- 15Y
- +12.47%
- 20Y
- +8.31%
- 25Y
- +9.11%
- 30Y
- +9.98%
- Since 1986
- +9.68%
Metrics
Since 1986| Volatility | 20.00% |
|---|---|
| Sortino ratio | 0.79 |
| Calmar ratio | 0.14 |
| Best year, 2009 | +63.42% |
| Worst year, 2008 | −48.26% |
| Positive years | 29 of 39 |
| Longest drawdown | 3.6 years |
Worst drawdowns
Since 1986| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −71.0% | Jul 2007 | Mar 2009 | Feb 2011 | 3.6 years |
| −45.3% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −34.7% | Apr 2011 | Oct 2011 | Jan 2013 | 1.7 years |
| −31.7% | Oct 1987 | Oct 1987 | Jun 1988 | 8 months |
| −30.5% | Nov 2021 | Sep 2022 | Jul 2024 | 2.7 years |
Annual returns
1986 from Oct 30 · 2026 through Oct 2