Ariel Investments
Statistics as of Jun 06, 2025
Search , , ,
in
Found total of 5 distinct funds
Download top 1000 CSV
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.
| Name | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return ▼ | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 0.91% | TTM Yield 3.5% | 3yr Sharpe 0.27 | YTD Return 21.4% | 3yr Return 30.7% | 1yr Return 18.5% | Total Assets $253M | 6M Money Flow -$6M | |
Expense Ratio 1.17% | ||||||||
Expense Ratio 0.89% | TTM Yield 0.8% | 3yr Sharpe 0.28 | YTD Return 10.7% | 3yr Return 28.9% | 1yr Return 12.5% | Total Assets $52M | 6M Money Flow -$5M | |
Expense Ratio 1.14% | ||||||||
Expense Ratio 0.69% | TTM Yield 0.5% | 3yr Sharpe -0.07 | YTD Return -5.6% | 3yr Return 10.8% | 1yr Return 3.2% | Total Assets $2B | 6M Money Flow -$226M | |
Expense Ratio 1.00% | ||||||||
Expense Ratio 1.00% | TTM Yield 1.1% | 3yr Sharpe -0.17 | YTD Return -3.1% | 3yr Return 6.5% | 1yr Return 5.8% | Total Assets $62M | 6M Money Flow -$3M | |
Expense Ratio 0.75% | ||||||||
Expense Ratio 1.14% | TTM Yield 0.5% | 3yr Sharpe -0.17 | YTD Return -6.3% | 3yr Return 5.5% | 1yr Return 0.7% | Total Assets $813M | 6M Money Flow -$103M | |
Expense Ratio 0.83% | ||||||||