Ariel Investments

Statistics as of Apr 02, 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
-5.5%
3yr Return
1.8%
1yr Return
-1.5%
Total Assets
$862M
6M Money Flow
-$93M
Mid-Cap Value
Expense Ratio
1.00%
TTM Yield
1.1%
3yr Sharpe
-0.20
YTD Return
-2.8%
3yr Return
2.7%
1yr Return
3.5%
Total Assets
$63M
6M Money Flow
-$2M
Small Value
Expense Ratio
0.69%
TTM Yield
0.5%
3yr Sharpe
-0.16
YTD Return
-6.3%
3yr Return
4.3%
1yr Return
0.8%
Total Assets
$2B
6M Money Flow
-$144M
Foreign Large Value
Expense Ratio
0.91%
TTM Yield
3.8%
3yr Sharpe
0.09
YTD Return
12.1%
3yr Return
17.2%
1yr Return
13.5%
Total Assets
$235M
6M Money Flow
-$19M
Global Large-Stock Value
Expense Ratio
0.89%
TTM Yield
0.8%
3yr Sharpe
0.21
YTD Return
6.8%
3yr Return
20.7%
1yr Return
7.8%
Total Assets
$50M
6M Money Flow
-$9M