Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGLYX (ARIEL GLOBAL FUND INSTITUTIONAL CLASS) | 18.68% | 31.76% | 18.29% | 11.13% | 10.22% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGLYX (ARIEL GLOBAL FUND INSTITUTIONAL CLASS) | 01/03/2012 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.16 | 31.76 | 18.29 | 11.13 | 10.22 | NA | NA | … | … | 18.68 | 23.49 | 6.79 | 12.67 | -5.62 | 11.79 | 8.05 | 16.28 | -5.83 | 15.82 | 5.63 | 0.57 | 5.54 | 28.17 | 5.58 |
| Sharpe Ratio | NA | 2.46 | 1.25 | 0.72 | 0.66 | NA | NA | … | … | 3.17 | 1.42 | 0.30 | 0.95 | -0.46 | 1.17 | 0.34 | 1.69 | -0.59 | 2.62 | 0.45 | 0.04 | 0.57 | 2.88 | 0.48 |
| Standard Deviation(%) | NA | 13.37 | 12.84 | 12.73 | 13.20 | NA | NA | … | … | 16.79 | 14.55 | 10.72 | 9.58 | 15.24 | 10.04 | 23.16 | 8.76 | 12.33 | 5.80 | 12.16 | 13.26 | 9.66 | 9.77 | 11.61 |
| Draw Down(%) | NA | 10.68 | 12.99 | 16.72 | 24.66 | NA | NA | … | … | 10.68 | 12.99 | 8.01 | 9.73 | 16.72 | 5.51 | 24.66 | 5.74 | 14.87 | 3.31 | 8.80 | 13.32 | 9.94 | 6.16 | 14.16 |
| Yield(%) | 0.00 | 16.34 | 17.24 | 11.19 | 9.23 | 8.98 | 6.73 | … | … | 0.00 | 18.28 | 24.29 | 18.09 | 4.31 | 2.51 | 1.08 | 5.22 | 3.39 | 5.23 | 3.32 | 1.48 | 2.53 | 3.10 | 1.68 |
Data as of 06/10/2026, Common starting date is 01/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGLYX (ARIEL GLOBAL FUND INSTITUTIONAL CLASS) |
1.32%
Mar 2017 – Mar 2020 |
2.57%
Mar 2015 – Mar 2020 |
5.11%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGLYX (ARIEL GLOBAL FUND INSTITUTIONAL CLASS) |
21.23%
May 2023 – May 2026 |
12.75%
May 2012 – May 2017 |
10.64%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart