Ariel Fund Institutional Fund Market Value
| ARAIX Fund | USD 79.16 0.38 0.48% |
| Symbol | Ariel |
Ariel Fund 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Ariel Fund's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Ariel Fund.
| 11/15/2025 |
| 02/13/2026 |
If you would invest 0.00 in Ariel Fund on November 15, 2025 and sell it all today you would earn a total of 0.00 from holding Ariel Fund Institutional or generate 0.0% return on investment in Ariel Fund over 90 days. Ariel Fund is related to or competes with Oppenheimer Gold, Gold Portfolio, Franklin Gold, Global Gold, Precious Metals, and Invesco Gold. The fund invests in smallmid cap undervalued companies that show strong potential for growth More
Ariel Fund Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Ariel Fund's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Ariel Fund Institutional upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.13 | |||
| Information Ratio | 0.1695 | |||
| Maximum Drawdown | 14.59 | |||
| Value At Risk | (1.74) | |||
| Potential Upside | 2.51 |
Ariel Fund Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ariel Fund's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Ariel Fund's standard deviation. In reality, there are many statistical measures that can use Ariel Fund historical prices to predict the future Ariel Fund's volatility.| Risk Adjusted Performance | 0.172 | |||
| Jensen Alpha | 0.3737 | |||
| Total Risk Alpha | 0.2424 | |||
| Sortino Ratio | 0.2877 | |||
| Treynor Ratio | 2.07 |
Ariel Fund February 13, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.172 | |||
| Market Risk Adjusted Performance | 2.08 | |||
| Mean Deviation | 1.07 | |||
| Semi Deviation | 0.6723 | |||
| Downside Deviation | 1.13 | |||
| Coefficient Of Variation | 485.51 | |||
| Standard Deviation | 1.92 | |||
| Variance | 3.67 | |||
| Information Ratio | 0.1695 | |||
| Jensen Alpha | 0.3737 | |||
| Total Risk Alpha | 0.2424 | |||
| Sortino Ratio | 0.2877 | |||
| Treynor Ratio | 2.07 | |||
| Maximum Drawdown | 14.59 | |||
| Value At Risk | (1.74) | |||
| Potential Upside | 2.51 | |||
| Downside Variance | 1.28 | |||
| Semi Variance | 0.452 | |||
| Expected Short fall | (1.28) | |||
| Skewness | 3.96 | |||
| Kurtosis | 24.66 |
Ariel Fund Institutional Backtested Returns
Ariel Fund appears to be very steady, given 3 months investment horizon. Ariel Fund Institutional secures Sharpe Ratio (or Efficiency) of 0.25, which signifies that the fund had a 0.25 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Ariel Fund Institutional, which you can use to evaluate the volatility of the entity. Please makes use of Ariel Fund's Risk Adjusted Performance of 0.172, mean deviation of 1.07, and Downside Deviation of 1.13 to double-check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 0.19, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Ariel Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ariel Fund is expected to be smaller as well.
Auto-correlation | 0.49 |
Average predictability
Ariel Fund Institutional has average predictability. Overlapping area represents the amount of predictability between Ariel Fund time series from 15th of November 2025 to 30th of December 2025 and 30th of December 2025 to 13th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Ariel Fund Institutional price movement. The serial correlation of 0.49 indicates that about 49.0% of current Ariel Fund price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.49 | |
| Spearman Rank Test | 0.5 | |
| Residual Average | 0.0 | |
| Price Variance | 2.38 |
Also Currently Popular
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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