Ariel Fund Institutional Fund Manager Performance Evaluation
| ARAIX Fund | USD 77.98 0.48 0.61% |
The fund shows a Beta (market volatility) of 1.01, which signifies a somewhat significant risk relative to the market. Ariel Fund returns are very sensitive to returns on the market. As the market goes up or down, Ariel Fund is expected to follow.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Ariel Fund Institutional are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Ariel Fund showed solid returns over the last few months and may actually be approaching a breakup point.
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| Expense Ratio Date | 26th of March 2025 | |
| Expense Ratio | 0.6900 |
Ariel |
Ariel Fund Relative Risk vs. Return Landscape
If you would invest 6,183 in Ariel Fund Institutional on November 2, 2025 and sell it today you would earn a total of 1,615 from holding Ariel Fund Institutional or generate 26.12% return on investment over 90 days. Ariel Fund Institutional is currently producing 0.3987% returns and takes up 1.9383% volatility of returns over 90 trading days. Put another way, 17% of traded mutual funds are less volatile than Ariel, and 92% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ariel Fund Current Valuation
Fairly Valued
Today
Please note that Ariel Fund's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ariel Fund Institutional shows a prevailing Real Value of $79.27 per share. The current price of the fund is $77.98. We determine the value of Ariel Fund Institutional from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Ariel Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ariel Mutual Fund. However, Ariel Fund's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 77.98 | Real 79.27 | Hype 56.07 | Naive 78.42 |
The intrinsic value of Ariel Fund's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Ariel Fund's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Ariel Fund Institutional helps investors to forecast how Ariel mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Ariel Fund more accurately as focusing exclusively on Ariel Fund's fundamentals will not take into account other important factors: Ariel Fund Target Price Odds to finish over Current Price
The tendency of Ariel Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 77.98 | 90 days | 77.98 | about 11.21 |
Based on a normal probability distribution, the odds of Ariel Fund to move above the current price in 90 days from now is about 11.21 (This Ariel Fund Institutional probability density function shows the probability of Ariel Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.01 . This suggests Ariel Fund Institutional market returns are sensitive to returns on the market. As the market goes up or down, Ariel Fund is expected to follow. Additionally Ariel Fund Institutional has an alpha of 0.2431, implying that it can generate a 0.24 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Ariel Fund Price Density |
| Price |
Predictive Modules for Ariel Fund
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Ariel Fund Institutional. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Ariel Fund Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Ariel Fund is not an exception. The market had few large corrections towards the Ariel Fund's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Ariel Fund Institutional, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Ariel Fund within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.24 | |
β | Beta against Dow Jones | 1.01 | |
σ | Overall volatility | 7.43 | |
Ir | Information ratio | 0.13 |
Ariel Fund Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Ariel Fund for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Ariel Fund Institutional can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: IFRS Foundations CMAC appoints three new members - theaccountant-online.com | |
| The fund holds about 8.48% of its assets under management (AUM) in cash |
Ariel Fund Fundamentals Growth
Ariel Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ariel Fund, and Ariel Fund fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Ariel Mutual Fund performance.
| Price To Earning | 16.18 X | |||
| Price To Book | 1.90 X | |||
| Price To Sales | 1.09 X | |||
| Total Asset | 1.4 B | |||
About Ariel Fund Performance
Evaluating Ariel Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ariel Fund has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Ariel Fund has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to 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.Things to note about Ariel Fund Institutional performance evaluation
Checking the ongoing alerts about Ariel Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ariel Fund Institutional help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: IFRS Foundations CMAC appoints three new members - theaccountant-online.com | |
| The fund holds about 8.48% of its assets under management (AUM) in cash |
- Analyzing Ariel Fund's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Ariel Fund's stock is overvalued or undervalued compared to its peers.
- Examining Ariel Fund's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Ariel Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ariel Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ariel Fund's mutual fund. These opinions can provide insight into Ariel Fund's potential for growth and whether the stock is currently undervalued or overvalued.
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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