Ariel Investments

Statistics as of Apr 04, 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
1.14%
TTM Yield
0.5%
3yr Sharpe
-0.21
YTD Return
-17.1%
3yr Return
-10.5%
1yr Return
-13.4%
Total Assets
$757M
6M Money Flow
-$93M
Mid-Cap Value
Expense Ratio
1.00%
TTM Yield
1.3%
3yr Sharpe
-0.20
YTD Return
-13.9%
3yr Return
-9.4%
1yr Return
-7.8%
Total Assets
$55M
6M Money Flow
-$2M
Small Value
Expense Ratio
0.69%
TTM Yield
0.5%
3yr Sharpe
-0.16
YTD Return
-17.2%
3yr Return
-8.0%
1yr Return
-10.5%
Total Assets
$2B
6M Money Flow
-$144M
Foreign Large Value
Expense Ratio
0.91%
TTM Yield
4.1%
3yr Sharpe
0.09
YTD Return
3.6%
3yr Return
8.1%
1yr Return
4.7%
Total Assets
$217M
6M Money Flow
-$19M
Global Large-Stock Value
Expense Ratio
0.89%
TTM Yield
0.9%
3yr Sharpe
0.21
YTD Return
-2.2%
3yr Return
9.8%
1yr Return
-0.7%
Total Assets
$46M
6M Money Flow
-$9M