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Ariel Fund Instl Cl: (MF: ARAIX)

(NASDAQ Mutual Funds) As of Apr 8, 2026 05:29 PM ET

$75.70 USD

+2.44 (3.33%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 8.42 11
3 months 12.46 2
6 months 13.80 9
1 Year 25.54 6
3 Year 13.51 70
5 Year 8.45 70
10 Year 11.70 68

* 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 Feb 28, 2026

1 Year 14.49
5 Year 9.69
10 Year 9.84
Since Inception 11.85

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
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 8.4214.4912.1416.17-18.5630.7510.3725.07-13.4116.2115.87
% Total Return Rel to Index 3.78-3.72-12.87-10.07-0.352.07-8.02-6.41-9.02-5.583.93
% Total Return Rel to Peer 3.701.78-7.24-6.821.138.69-9.54-3.34-6.55-4.468.05
% Perf Quintile vs Peer* 1.003.000.004.003.001.004.005.005.004.001.00
% Dividends 0.000.090.320.490.490.290.380.750.800.680.36
% Yield 0.000.110.410.120.700.320.511.051.260.880.51
Capital Gains ($) 0.008.593.883.195.344.603.393.235.143.934.03
Expense Ratio 0.000.700.690.680.670.690.720.700.720.710.72

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