Ariel Fund Financial Statements From 2010 to 2024
| ARAIX Fund | USD 81.47 1.37 1.71% |
Check Ariel Fund financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Ariel Fund's main balance sheet or income statement drivers, such as , as well as many indicators such as . Ariel financial statements analysis is a perfect complement when working with Ariel Fund Valuation or Volatility modules.
Ariel |
Ariel Fund Institutional Mutual Fund Year To Date Return Analysis
Ariel Fund's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Ariel Fund Year To Date Return | 17.21 % |
Most of Ariel Fund's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Ariel Fund Institutional is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
In accordance with the company's disclosures, Ariel Fund Institutional has a Year To Date Return of 17.2081%. This is much higher than that of the Ariel Investments family and significantly higher than that of the Mid-Cap Value category. The year to date return for all United States funds is notably lower than that of the firm.
Ariel Fund Institutional Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ariel Fund's current stock value. Our valuation model uses many indicators to compare Ariel Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ariel Fund competition to find correlations between indicators driving Ariel Fund's intrinsic value. More Info.Ariel Fund Institutional is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ariel Fund Institutional is roughly 8.52 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Ariel Fund's earnings, one of the primary drivers of an investment's value.About Ariel Fund Financial Statements
Ariel Fund investors use historical fundamental indicators, such as Ariel Fund's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Ariel Fund. Please read more on our technical analysis and fundamental analysis pages.
The fund invests in smallmid cap undervalued companies that show strong potential for growth. It invests primarily in equity securities of U.S. companies that have market capitalizations within the range of the companies in the Russell 2500TM Index, measured at the time of initial purchase.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Ariel Mutual Fund
Ariel Fund financial ratios help investors to determine whether Ariel Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ariel with respect to the benefits of owning Ariel Fund security.
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