AINTX vs. AGLOX

Last updated Jun 23, 2026

AINTX (Ariel International Fund) and AGLOX (Ariel Global Fund) are both mutual funds - AINTX is a Foreign Large Cap Equities fund managed by Ariel Investments, while AGLOX is a Global Equities fund managed by Ariel Investments. Over the past 10 years, AINTX returned 7.62%/yr vs 10.60%/yr for AGLOX. Their correlation of 0.88 suggests significant overlap in exposure. Both charge a 1.13% expense ratio.

Performance

AINTX vs. AGLOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ariel International Fund (AINTX) and Ariel Global Fund (AGLOX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AINTX achieves a 18.75% return, which is significantly lower than AGLOX's 24.96% return. Over the past 10 years, AINTX has underperformed AGLOX with an annualized return of 7.62%, while AGLOX has yielded a comparatively higher 10.60% annualized return.

AINTX

• 1D: 0.63%
• 1M: 2.47%
• YTD: 18.75%
• 6M: 19.57%
• 1Y: 29.42%
• 3Y*: 18.52%
• 5Y*: 9.65%
• 10Y*: 7.62%

AGLOX

• 1D: 1.18%
• 1M: 3.00%
• YTD: 24.96%
• 6M: 24.87%
• 1Y: 40.18%
• 3Y*: 19.27%
• 5Y*: 12.36%
• 10Y*: 10.60%

*Multi-year figures are annualized to reflect compound growth (CAGR)

AINTX vs. AGLOX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AINTX Ariel International Fund	18.75%	31.39%	5.23%	10.02%	-11.33%	4.31%	6.84%	12.83%	-9.82%	16.35%
AGLOX Ariel Global Fund	24.96%	23.22%	6.55%	12.40%	-5.47%	11.53%	7.70%	15.98%	-6.03%	15.63%

Correlation

The correlation between AINTX and AGLOX is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.87
Correlation (3Y) Calculated over the trailing 3-year period	0.86
Correlation (5Y) Calculated over the trailing 5-year period	0.87
Correlation (10Y) Calculated over the trailing 10-year period	0.87
Correlation (All Time) Calculated using the full available price history since Jan 3, 2012	0.88

The correlation between AINTX and AGLOX has been stable across timeframes, ranging from 0.86 to 0.88 - a consistent structural relationship.

Return for Risk

AINTX vs. AGLOX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AINTX

AINTX Risk / Return Rank: 44
AINTX Sharpe Ratio Rank: 47
AINTX Sortino Ratio Rank: 44
AINTX Omega Ratio Rank: 49
AINTX Calmar Ratio Rank: 40
AINTX Martin Ratio Rank: 40

AGLOX

AGLOX Risk / Return Rank: 87
AGLOX Sharpe Ratio Rank: 93
AGLOX Sortino Ratio Rank: 88
AGLOX Omega Ratio Rank: 87
AGLOX Calmar Ratio Rank: 85
AGLOX Martin Ratio Rank: 81

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AINTX vs. AGLOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ariel International Fund (AINTX) and Ariel Global Fund (AGLOX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	AINTX	AGLOX	Difference
Sharpe ratio: Return per unit of total volatility	1.87	2.90	-1.03
Sortino ratio: Return per unit of downside risk	2.58	3.93	-1.36
Omega ratio: Gain probability vs. loss probability	1.35	1.57	-0.21
Calmar ratio: Return relative to maximum drawdown	2.28	3.79	-1.51
Martin ratio: Return relative to average drawdown	8.24	14.12	-5.88

AINTX vs. AGLOX - Sharpe Ratio Comparison

The current AINTX Sharpe Ratio is 1.87, which is lower than the AGLOX Sharpe Ratio of 2.90. The chart below compares the historical Sharpe Ratios of AINTX and AGLOX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

AINTX vs. AGLOX - Drawdown Comparison

The maximum AINTX drawdown since its inception was -27.95%, which is greater than AGLOX's maximum drawdown of -24.72%. Use the drawdown chart below to compare losses from any high point for AINTX and AGLOX.

Drawdown Indicators

	AINTX	AGLOX	Difference
Max Drawdown Largest peak-to-trough decline	-27.95%	-24.72%	-3.23%
Max Drawdown (1Y) Largest decline over 1 year	-12.93%	-10.66%	-2.27%
Max Drawdown (3Y) Largest decline over 3 years	-14.23%	-12.94%	-1.29%
Max Drawdown (5Y) Largest decline over 5 years	-25.31%	-16.77%	-8.54%
Max Drawdown (10Y) Largest decline over 10 years	-27.95%	-24.72%	-3.23%
Current Drawdown Current decline from peak	-0.52%	-0.00%	-0.52%
Average Drawdown Average peak-to-trough decline	-5.54%	-3.37%	-2.17%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.57%	2.85%	+0.72%

Volatility

AINTX vs. AGLOX - Volatility Comparison

Ariel International Fund (AINTX) and Ariel Global Fund (AGLOX) have volatilities of 5.95% and 6.04%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AINTX	AGLOX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.95%	6.04%	-0.09%
Volatility (6M) Calculated over the trailing 6-month period	13.33%	11.83%	+1.50%
Volatility (1Y) Calculated over the trailing 1-year period	15.76%	13.94%	+1.82%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.43%	12.87%	+1.56%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.74%	13.24%	+0.50%

AINTX vs. AGLOX - Expense Ratio Comparison

Both AINTX and AGLOX have an expense ratio of 1.13%.

Dividends

AINTX vs. AGLOX - Dividend Comparison

AINTX's dividend yield for the trailing twelve months is around 12.81%, less than AGLOX's 13.11% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AGLOX Ariel Global Fund	13.11%	16.38%	27.80%	18.51%	4.82%	2.00%	0.85%	4.39%	3.42%	4.48%	2.65%	0.81%
AINTX Ariel International Fund	12.81%	15.21%	6.28%	1.64%	0.00%	2.54%	1.47%	1.59%	1.17%	1.76%	1.69%	0.20%

Frequently Asked Questions

Can I hold both AINTX and AGLOX in my portfolio?

AINTX and AGLOX have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AINTX or AGLOX?

AGLOX has higher volatility (6.04%) compared to AINTX (5.95%). In terms of maximum drawdown, AINTX dropped -27.95% vs AGLOX's -24.72%.

Which has better risk-adjusted returns?

AGLOX currently has the higher Sharpe Ratio (2.90 vs 1.87), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.