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Ariel Global Institutional (AGLYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.39+0.15 (+0.98%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.55%
5-Year Average Return6.71%
Number of Years Up10
Number of Years Down2
Best 1 Yr Total Return (Apr 29, 2024)28.18%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return28.18%
Worst 3-Yr Total Return3.88%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAGLYXCategory
YTD7.38%14.38%
1-Month4.98%-1.21%
3-Month7.38%5.03%
1-Year16.01%39.50%
3-Year7.36%9.11%
5-Year8.07%10.10%
10-Year6.74%7.90%
Last Bull Market26.05%15.53%
Last Bear Market-5.26%-17.52%

Annual Total Return (%) History

Year
AGLYXCategory
2024
N/AN/A
2023
12.66%N/A
2022
-5.24%N/A
2021
11.76%N/A
2020
8.05%2.50%
2019
16.28%20.73%
2018
-5.83%-10.41%
2017
15.81%18.90%
2016
5.63%9.24%
2015
0.56%-3.06%
2014
5.54%3.61%
2013
28.18%25.36%
2012
5.79%14.28%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.38%N/AN/AN/A
20234.27%3.38%-3.09%7.85%
20220.11%-5.26%-10.02%11.03%
20213.52%6.21%-3.82%5.68%
2020-13.22%11.81%1.29%9.94%
20199.16%0.94%-0.73%6.30%
20180.33%0.80%5.20%-11.49%
20175.81%3.54%4.50%1.16%
20162.48%-0.22%4.56%-1.21%
20152.98%0.14%-7.38%5.27%
20142.54%4.57%-1.15%-0.43%
20138.07%4.53%8.50%4.57%
20125.30%-8.93%4.69%5.37%

Rank In Category (By Total Return)

YTD41
1-Month23
3-Month41
1-Year54
3-Year41
5-Year61

Load Adjusted Returns

1-Year16.01%
3-Year7.36%
5-Year8.07%
10-Year6.74%