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Ariel Appreciation Investor (CAAPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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38.45

+0.14

(+0.37%)

At close: 08:01PM EDT

Risk Overview

Morningstar Risk Rating★★★★

Number of Years Up24

Number of Years Down10

Best 1 Yr Total Return (Apr 25, 2024)62.96%

Worst 1 Yr Total Return (Apr 25, 2024)N/A

Risk Statistics

3 Years

CAAPXCategory Average

5 Years

CAAPXCategory Average

10 Years

CAAPXCategory Average

Alpha

-7.79-0.09

-7.42-0.07

-6.85-0.06

BETA

1.070.01

1.160.01

1.170.01

Mean Annual Return

0.450.01

0.880.01

0.720.01

R-squared

76.370.85

80.870.82

81.50.84

Standard Deviation

21.560.25

23.660.2

19.640.17

Sharpe Ratio

0.110.01

0.350.01

0.360.01

Treynor Ratio

0.160.08

5.020.09

4.580.09