Ariel Investments

Statistics as of May 27, 2025

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Found total of 5 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
0.5%
3yr Sharpe
-0.20
YTD Return
-8.2%
3yr Return
2.7%
1yr Return
-1.4%
Total Assets
$820M
6M Money Flow
-$88M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.1%
3yr Sharpe
-0.19
YTD Return
-4.9%
3yr Return
3.4%
1yr Return
3.2%
Total Assets
$61M
6M Money Flow
-$3M
Small Value
Expense Ratio
0.00%
TTM Yield
0.5%
3yr Sharpe
-0.15
YTD Return
-6.8%
3yr Return
8.6%
1yr Return
2.5%
Total Assets
$2B
6M Money Flow
-$150M
Foreign Large Value
Expense Ratio
0.00%
TTM Yield
3.5%
3yr Sharpe
0.25
YTD Return
20.4%
3yr Return
28.0%
1yr Return
18.3%
Total Assets
$251M
6M Money Flow
-$17M
Global Large-Stock Value
Expense Ratio
0.00%
TTM Yield
0.8%
3yr Sharpe
0.27
YTD Return
9.4%
3yr Return
26.1%
1yr Return
11.9%
Total Assets
$52M
6M Money Flow
-$5M