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Ariel Appreciation Investor (CAAPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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37.64-0.01 (-0.03%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-3.83%
5-Year Average Return5.49%
Number of Years Up24
Number of Years Down10
Best 1 Yr Total Return (Apr 17, 2024)62.96%
Worst 1 Yr Total Return (Apr 17, 2024)N/A
Best 3-Yr Total Return62.96%
Worst 3-Yr Total Return3.70%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCAAPXCategory
YTD4.06%21.28%
1-Month4.62%-1.96%
3-Month4.06%4.90%
1-Year13.17%55.83%
3-Year3.14%11.08%
5-Year7.98%11.93%
10-Year6.84%10.64%
Last Bull Market50.28%25.54%
Last Bear Market-15.44%-22.08%

Annual Total Return (%) History

Year
CAAPXCategory
2024
N/AN/A
2023
10.62%N/A
2022
-12.43%N/A
2021
25.86%N/A
2020
7.36%2.63%
2019
24.60%25.18%
2018
-13.99%-12.86%
2017
15.10%13.22%
2016
12.66%18.06%
2015
-6.22%-5.41%
2014
8.15%9.31%
2013
46.21%35.14%
2012
19.35%16.60%
2011
-7.35%-3.96%
2010
19.61%21.92%
2009
62.96%35.41%
2008
-40.74%-36.77%
2007
-1.40%0.83%
2006
10.94%15.87%
2005
2.92%8.82%
2004
13.10%17.85%
2003
30.97%33.85%
2002
-10.36%-13.25%
2001
16.23%6.67%
2000
18.82%18.45%
1999
-3.79%8.50%
1998
19.55%1.94%
1997
37.95%25.58%
1996
23.72%21.11%
1995
24.16%28.05%
1994
-8.39%-1.02%
1993
7.95%15.40%
1992
13.24%14.26%
1991
33.16%27.57%
1990
-1.51%-7.42%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.06%N/AN/AN/A
20231.72%5.04%-6.48%10.70%
2022-4.57%-15.44%-5.66%15.04%
202115.65%4.75%-2.95%7.06%
2020-31.43%19.91%5.67%23.57%
201915.59%1.19%-1.62%8.27%
2018-0.46%1.05%2.74%-16.77%
20177.36%0.73%0.08%6.35%
20161.09%0.29%7.00%3.86%
20154.34%-0.75%-13.57%4.78%
2014-0.95%4.80%-2.97%7.38%
201315.55%4.35%8.84%11.42%
201216.25%-6.62%7.43%2.35%
20117.01%0.99%-24.01%12.83%
20107.19%-14.34%16.10%12.21%
2009-11.85%29.74%29.10%10.36%
2008-9.22%-3.04%-3.98%-29.88%
20071.92%7.86%-4.67%-5.91%
20061.86%-3.03%5.01%6.96%
2005-2.69%2.63%1.49%1.54%
20043.72%-0.04%-0.60%9.76%
2003-7.05%21.84%4.14%11.05%
20028.56%-6.77%-15.96%5.38%
20011.84%8.66%-10.00%16.70%
2000-3.71%4.56%8.02%9.26%
1999-0.76%8.27%-11.76%1.47%
19989.11%1.98%-12.92%23.38%
1997-0.35%14.59%13.20%6.71%
19963.01%4.71%4.17%10.10%
19957.07%2.06%6.75%6.43%
1994-4.85%-0.37%0.55%-3.90%
1993-2.55%-1.85%4.89%7.60%
19922.04%-3.43%2.91%11.67%
199122.57%-0.22%3.43%5.27%
19904.07%6.21%-22.44%14.88%

Rank In Category (By Total Return)

YTD93
1-Month82
3-Month93
1-Year87
3-Year94
5-Year88

Load Adjusted Returns

1-Year13.17%
3-Year3.14%
5-Year7.98%
10-Year6.84%