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Ariel Fund Instl Cl: (MF: ARAIX)

(NASDAQ Mutual Funds) As of Oct 26, 2026 05:53 PM ET

$82.66 USD

+0.16 (0.19%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 7.18 63
3 months -4.37 77
6 months 8.70 73
1 Year 10.71 51
3 Year 16.02 64
5 Year 6.18 77
10 Year 9.81 78

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Sep 30, 2026

1 Year 10.71
5 Year 6.17
10 Year 9.81
Since Inception 11.73

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.40 13.67 -4.37 NA
2025 -7.92 7.02 12.49 3.29
2024 6.48 -5.55 12.14 -0.57
2023 6.75 3.18 -7.07 13.49
2022 -5.03 -17.49 -7.40 12.26
2021 19.58 5.58 -0.08 3.63

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.1714.4912.1416.17-18.5630.7510.3725.07-13.4116.2115.87
% Total Return Rel to Index -5.56-3.72-12.87-10.07-0.352.07-8.02-6.41-9.02-5.583.93
% Total Return Rel to Peer -2.131.78-7.24-6.821.138.69-9.54-3.34-6.55-4.468.05
% Perf Quintile vs Peer* 2.003.004.004.003.001.004.005.005.004.001.00
% Dividends 0.000.090.320.490.490.290.380.750.800.680.36
% Yield 0.100.110.410.120.700.320.511.051.260.880.51
Capital Gains ($) 0.008.593.883.195.344.603.393.235.143.934.03
Expense Ratio 0.690.700.690.680.670.690.720.700.720.710.72

* 1 = Top 20%, 5 = Bottom 20%