Ariel Fund Financials
| ARAIX Fund | USD 82.70 1.38 1.64% |
Ariel |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Ariel Fund Fund Summary
Ariel Fund competes with Invesco Gold, International Investors, Goldman Sachs, Sprott Gold, and Precious Metals. The fund invests in smallmid cap undervalued companies that show strong potential for growth. Ariel Fund is traded on NASDAQ Exchange in the United States.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US0403378427 |
| Business Address | Ariel Investment Trust |
| Mutual Fund Family | Ariel Investments |
| Mutual Fund Category | Mid-Cap Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 292 7435 |
| Currency | USD - US Dollar |
Ariel Financial Ratios 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.Ariel Fund Institutional Systematic Risk
Ariel Fund's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ariel Fund volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Ariel Fund Institutional correlated with the market. If Beta is less than 0 Ariel Fund generally moves in the opposite direction as compared to the market. If Ariel Fund Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ariel Fund Institutional is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ariel Fund is generally in the same direction as the market. If Beta > 1 Ariel Fund moves generally in the same direction as, but more than the movement of the benchmark.
Ariel Fund November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ariel Fund help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ariel Fund Institutional. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ariel Fund Institutional based on widely used predictive technical indicators. In general, we focus on analyzing Ariel Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Ariel Fund's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9469 | |||
| Information Ratio | 0.0228 | |||
| Maximum Drawdown | 5.63 | |||
| Value At Risk | (1.49) | |||
| Potential Upside | 1.89 |
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.
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance |