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Ariel Global Institutional (AGLYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.79-0.03 (-0.19%)
At close: 06:45PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.10%
5-Year Average Return7.89%
Number of Years Up10
Number of Years Down2
Best 1 Yr Total Return (May 15, 2024)28.18%
Worst 1 Yr Total Return (May 15, 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
YTD2.55%14.38%
1-Month-4.50%-1.21%
3-Month3.03%5.03%
1-Year9.22%39.50%
3-Year5.12%9.11%
5-Year6.71%10.10%
10-Year6.18%7.90%
Last Bull Market20.82%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)

YTD68
1-Month95
3-Month67
1-Year63
3-Year49
5-Year63

Load Adjusted Returns

1-Year9.22%
3-Year5.12%
5-Year6.71%
10-Year6.18%