Ariel Appreciation Fund

Scorecard
4 / 5 Stars
Lipper
5 4 2 3 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B- (Buy)

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 18.62
Mean 1.28
Sharpe Ratio 0.82
Bear Market Decile Rank 76

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
S&P 500 TR USD
Best Fit Index
Morningstar SUP/Cyclical TR USD
R-Squared 90.93 94.47
Beta 1.42 1.12
Alpha -4.85 -1.18

See Also:

Top Ariel Investments, LLC Funds