 |
|
| Growth of $10,000 | 01-31-10 | | |
 | Fund: Ariel | |  | Category: Mid-Cap Blend | |  | Index: S&P 500 TR | | |
| Performance History | 01-31-10 | | |
| | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 01-10 | | Total Return % | 28.0 | 22.0 | 0.9 | 10.4 | -1.7 | -48.3 | 63.4 | -2.8 | | +/- Index | -0.6 | 11.1 | -4.0 | -5.4 | -7.2 | -11.3 | 37.0 | 0.8 | | +/- Category | -14.3 | 0.8 | -8.3 | -3.7 | -6.6 | -9.1 | 26.0 | 0.5 | | % Rank in Category | 95 | 46 | 95 | 70 | 85 | 87 | 5 | 34 | | Fund Category | SV | SV | MB | MB | MB | MB | MB | MB | | ||||||||
| See fund category codes | ||||||||
| | | | | | | | | |
| Trailing Total Returns | through 02-09-10 | | |
| | Total Return % | +/-
S&P 500 TR | +/-
Morningstar Mid Core TR USD Index
| % Rank in Cat | | 1-Day | 1.13 | -0.18 | -0.32 | 83 | | 1-Week | -4.04 | -1.14 | -0.92 | 93 | | 1-Month | -7.77 | -1.38 | -0.92 | 82 | | 3-Month | 1.50 | 3.09 | 0.47 | 14 | | Year-to-date | -4.51 | -0.69 | -1.10 | 84 | | 1-Year | 71.76 | 45.82 | 35.50 | 1 | | 3-Year Annualized | -8.96 | -1.63 | -1.74 | 70 | | 5-Year Annualized | -2.11 | -2.04 | -3.62 | 89 | | 10-Yr Annualized | 8.01 | 8.97 | 0.47 | 10 | | | | | | |
| Historical Quarterly Returns | | | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.10 | 34.75 | 34.11 | 7.79 | | 2008 | -11.21 | -9.15 | -2.38 | -34.28 | | 2007 | 3.94 | 7.89 | -6.02 | -6.73 | | 2006 | 8.11 | -6.21 | 2.42 | 6.25 | | 2005 | -0.32 | 1.68 | 1.22 | -1.63 | | 2004 | 6.74 | 4.78 | 0.32 | 8.72 | | 2003 | -5.51 | 17.63 | 4.26 | 10.48 |
|
|
|
|
|
