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Ariel Focus Fund Investor Cl: (MF: ARFFX)

(NASDAQ Mutual Funds) As of Jun 12, 2026 05:48 PM ET

$19.49 USD

+0.20 (1.04%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 9.02 50
3 months -3.41 94
6 months 11.76 27
1 Year 38.19 6
3 Year 19.01 52
5 Year 6.92 74
10 Year 10.37 76

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -51.73
Bull Market (2/09 - 3/21) 624.17

Load Adjusted Returns as of May 31, 2026

1 Year 35.04
5 Year 8.26
10 Year 10.69
Since Inception 7.15

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 7.29 NA NA NA
2025 -3.88 4.74 20.75 -0.49
2024 7.45 -3.37 10.60 -1.18
2023 0.35 1.97 -5.87 11.05
2022 3.97 -15.74 -7.44 11.94
2021 16.48 4.00 -4.70 4.94

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.0220.9713.486.97-9.2321.146.9025.62-13.2914.9221.09
% Total Return Rel to Index 4.292.75-11.54-19.278.97-7.53-11.50-5.87-8.90-6.879.16
% Total Return Rel to Peer 4.928.26-5.91-16.0210.46-0.91-13.01-2.80-6.43-5.7513.28
% Perf Quintile vs Peer* 1.001.004.005.002.004.004.004.005.005.001.00
% Dividends 0.000.180.170.220.160.130.120.140.130.110.13
% Yield 0.000.880.941.031.020.730.780.971.050.750.97
Capital Gains ($) 0.002.020.190.261.010.420.220.000.710.670.00
Expense Ratio 1.001.001.001.001.001.001.001.001.001.001.00

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