Ariel Investments
Statistics as of May 01, 2025
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Found total of 5 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
| Name | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return ▲ | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 1.14% | TTM Yield 0.5% | 3yr Sharpe -0.20 | YTD Return -13.4% | 3yr Return 1.2% | 1yr Return -4.8% | Total Assets $781M | 6M Money Flow -$88M | |
Expense Ratio 0.83% | ||||||||
Expense Ratio 1.00% | TTM Yield 1.2% | 3yr Sharpe -0.19 | YTD Return -8.7% | 3yr Return 3.0% | 1yr Return 2.1% | Total Assets $59M | 6M Money Flow -$3M | |
Expense Ratio 0.75% | ||||||||
Expense Ratio 0.69% | TTM Yield 0.5% | 3yr Sharpe -0.15 | YTD Return -13.6% | 3yr Return 4.0% | 1yr Return -1.4% | Total Assets $2B | 6M Money Flow -$150M | |
Expense Ratio 1.00% | ||||||||
Expense Ratio 0.89% | TTM Yield 0.8% | 3yr Sharpe 0.27 | YTD Return 5.5% | 3yr Return 25.1% | 1yr Return 10.9% | Total Assets $50M | 6M Money Flow -$5M | |
Expense Ratio 1.14% | ||||||||
Expense Ratio 0.91% | TTM Yield 3.7% | 3yr Sharpe 0.25 | YTD Return 14.2% | 3yr Return 25.8% | 1yr Return 17.1% | Total Assets $240M | 6M Money Flow -$17M | |
Expense Ratio 1.17% | ||||||||