CAAPX
Ariel Appreciation Fund Investor Class
Mutual fund
$43.14+0.31 (+0.72%)Close Oct 2, 2026
Nov 30, 1989 – Oct 2, 2026, Dividends reinvested
- Final balance
- $292,008
- CAGR
- +9.59%
- Max drawdown
- −61.92%
- Sharpe ratio
- 0.57
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −5.17%
- 3M
- −2.84%
- 6M
- +10.59%
- YTD
- +11.82%
- 1Y
- +14.58%
- 3Y
- +13.88%
- 5Y
- +6.18%
- 10Y
- +8.28%
- 15Y
- +11.03%
- 20Y
- +8.28%
- 25Y
- +8.73%
- 30Y
- +9.82%
- Since 1989
- +9.59%
Metrics
Since 1989| Volatility | 19.59% |
|---|---|
| Sortino ratio | 0.81 |
| Calmar ratio | 0.15 |
| Best year, 2009 | +62.95% |
| Worst year, 2008 | −39.70% |
| Positive years | 26 of 36 |
| Longest drawdown | 3.4 years |
Worst drawdowns
Since 1989| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −61.9% | Jul 2007 | Mar 2009 | Dec 2010 | 3.4 years |
| −42.6% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −30.2% | Apr 2002 | Mar 2003 | Oct 2003 | 1.5 years |
| −29.3% | Jul 2011 | Oct 2011 | Dec 2012 | 1.5 years |
| −27.6% | Jul 1999 | Mar 2000 | Dec 2000 | 1.4 years |
Annual returns
1989 from Nov 30 · 2026 through Oct 2