Ariel Fund Institutional Fund Manager Performance Evaluation
The fund shows a Beta (market volatility) of 1.05, 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 |
Over the last 90 days Ariel Fund Institutional has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Ariel Fund is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 26th of March 2025 | |
| Expense Ratio | 0.6900 |
Ariel |
Ariel Fund Relative Risk vs. Return Landscape
If you would invest 6,155 in Ariel Fund Institutional on November 5, 2025 and sell it today you would earn a total of 1,608 from holding Ariel Fund Institutional or generate 26.13% return on investment over 90 days. Ariel Fund Institutional is currently producing 0.3988% returns and takes up 1.9418% 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
Undervalued
Today
Please note that Ariel Fund's price fluctuation is not too volatile at this time. At this time, the entity appears to be undervalued. Ariel Fund Institutional shows a prevailing Real Value of $10.26 per share. The current price of the fund is $77.63. 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 77.63 | Real 10.26 | Hype 0.0 | Naive 78.58 |
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 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.| 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. Ariel Fund is traded on NASDAQ Exchange in the United States.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.| 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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