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Ariel Appreciation Fund Investor Cl: (MF: CAAPX)

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

$42.13 USD

+0.49 (1.18%)

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 1.14 20
3 months 1.14 20
6 months 4.21 18
1 Year 20.76 16
3 Year 9.12 83
5 Year 4.72 80
10 Year 7.95 91

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 88.79
Bear Market (10/07 - 2/09) -55.10
Bull Market (2/09 - 3/21) 794.12

Load Adjusted Returns as of Mar 31, 2026

1 Year 20.75
5 Year 4.72
10 Year 7.95
Since Inception 9.87

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 1.14 NA NA NA
2025 -6.93 5.81 9.50 3.04
2024 4.06 -6.55 9.90 -0.53
2023 1.71 5.03 -6.47 10.70
2022 -4.56 -15.44 -5.66 15.03
2021 15.65 4.75 -2.95 7.05

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.1411.116.3010.61-12.4225.867.3624.59-13.9915.0912.65
% Total Return Rel to Index 9.48-7.11-18.71-15.635.77-2.82-11.03-6.89-9.60-6.690.72
% Total Return Rel to Peer 8.36-1.60-13.08-12.387.273.80-12.55-3.83-7.13-5.584.84
% Perf Quintile vs Peer* 1.004.005.005.002.002.004.005.005.005.002.00
% Dividends 0.000.010.170.310.250.210.240.410.420.380.30
% Yield 0.000.030.030.030.580.380.500.851.000.700.58
Capital Gains ($) 0.004.942.222.153.726.564.022.962.425.613.40
Expense Ratio 0.001.151.141.121.101.121.151.141.131.121.12

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