Ariel Appreciation Financials
| CAAPX Fund | USD 37.64 0.01 0.03% |
Ariel |
Please note that past performance is not an indicator of the future performance of Ariel Appreciation, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's 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 Appreciation Fund Summary
Ariel Appreciation competes with Clipper Fund, Baron Growth, Blackrock Value, and Third Avenue. The fund invests in mid-capitalization 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 Midcap Index, measured at the time of initial purchase. The funds strategy is rooted in the contrarian investment philosophy of the Adviser, which depends on four interrelated tenets Active patience, Independent Thinking, Focused Expertise, and Bold Teamwork.Specialization | Mid-Cap Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US0403372065 |
| Business Address | Ariel Investment Trust |
| Mutual Fund Family | Ariel Investments |
| Mutual Fund Category | Mid-Cap Value |
| Benchmark | NYSE Composite |
| Phone | 800 292 7435 |
| Currency | USD - US Dollar |
Ariel Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ariel Appreciation's current stock value. Our valuation model uses many indicators to compare Ariel Appreciation value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ariel Appreciation competition to find correlations between indicators driving Ariel Appreciation's intrinsic value. More Info.Ariel Appreciation Fund is the top fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ariel Appreciation Fund is roughly 7.87 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Ariel Appreciation by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Ariel Appreciation's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Appreciation's earnings, one of the primary drivers of an investment's value.Ariel Appreciation Systematic Risk
Ariel Appreciation's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ariel Appreciation 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Ariel Appreciation correlated with the market. If Beta is less than 0 Ariel Appreciation generally moves in the opposite direction as compared to the market. If Ariel Appreciation Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ariel Appreciation is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ariel Appreciation is generally in the same direction as the market. If Beta > 1 Ariel Appreciation moves generally in the same direction as, but more than the movement of the benchmark.
Ariel Appreciation April 19, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ariel Appreciation help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ariel Appreciation Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ariel Appreciation Fund 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 Appreciation's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.09 | |||
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 4.75 | |||
| Value At Risk | (1.51) | |||
| Potential Upside | 1.35 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Ariel Appreciation Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey. You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.