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Ariel Appreciation Fd Instl Cl: (MF: CAAIX)

(NASDAQ Mutual Funds) As of May 6, 2026 05:54 PM ET

$42.43 USD

+0.50 (1.19%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD 1.21 19
3 months 1.21 19
6 months 4.39 17
1 Year 21.14 15
3 Year 9.46 82
5 Year 5.05 78
10 Year 8.28 89

* 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 Mar 31, 2026

1 Year 21.13
5 Year 5.04
10 Year 8.28
Since Inception 10.25

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 1.21 NA NA NA
2025 -6.84 5.90 9.57 3.14
2024 4.13 -6.46 9.97 -0.46
2023 1.79 5.13 -6.38 10.76
2022 -4.49 -15.35 -5.59 15.10
2021 15.72 4.84 -2.88 7.14

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.2111.496.6110.96-12.1526.237.7025.00-13.7215.4412.99
% Total Return Rel to Index 9.52-6.72-18.40-15.276.04-2.44-10.70-6.49-9.33-6.351.06
% Total Return Rel to Peer 8.40-1.21-12.77-12.037.544.17-12.21-3.42-6.86-5.235.17
% Perf Quintile vs Peer* 1.004.005.005.002.002.004.005.005.004.002.00
% Dividends 0.000.010.290.440.370.350.360.560.580.550.43
% Yield 0.000.020.020.020.860.620.731.131.350.980.83
Capital Gains ($) 0.004.942.222.153.726.564.022.962.425.613.40
Expense Ratio 0.000.840.830.810.790.810.840.820.820.810.82

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