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AINTX vs. SLMCX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AINTX and SLMCX is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.5

Performance

AINTX vs. SLMCX - Performance Comparison

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

-10.00%-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember
-4.33%
-3.91%
AINTX
SLMCX

Key characteristics

Sharpe Ratio

AINTX:

-0.04

SLMCX:

0.46

Sortino Ratio

AINTX:

0.04

SLMCX:

0.71

Omega Ratio

AINTX:

1.01

SLMCX:

1.11

Calmar Ratio

AINTX:

-0.04

SLMCX:

0.45

Martin Ratio

AINTX:

-0.13

SLMCX:

2.22

Ulcer Index

AINTX:

4.37%

SLMCX:

5.03%

Daily Std Dev

AINTX:

13.90%

SLMCX:

24.09%

Max Drawdown

AINTX:

-28.11%

SLMCX:

-86.89%

Current Drawdown

AINTX:

-12.40%

SLMCX:

-14.35%

Returns By Period

In the year-to-date period, AINTX achieves a -0.70% return, which is significantly lower than SLMCX's 11.98% return. Over the past 10 years, AINTX has underperformed SLMCX with an annualized return of 2.70%, while SLMCX has yielded a comparatively higher 8.54% annualized return.


AINTX

YTD

-0.70%

1M

-4.91%

6M

-4.33%

1Y

-0.70%

5Y*

1.55%

10Y*

2.70%

SLMCX

YTD

11.98%

1M

-11.58%

6M

-3.91%

1Y

11.98%

5Y*

9.47%

10Y*

8.54%

*Annualized

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Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


AINTX vs. SLMCX - Expense Ratio Comparison

AINTX has a 1.13% expense ratio, which is lower than SLMCX's 1.17% expense ratio.


SLMCX
Columbia Seligman Technology and Information Fund
Expense ratio chart for SLMCX: current value at 1.17% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.17%
Expense ratio chart for AINTX: current value at 1.13% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.13%

Risk-Adjusted Performance

AINTX vs. SLMCX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Ariel International Fund (AINTX) and Columbia Seligman Technology and Information Fund (SLMCX). 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.


Sharpe ratio
The chart of Sharpe ratio for AINTX, currently valued at -0.04, compared to the broader market-1.000.001.002.003.00-0.040.46
The chart of Sortino ratio for AINTX, currently valued at 0.04, compared to the broader market-2.000.002.004.006.008.000.040.71
The chart of Omega ratio for AINTX, currently valued at 1.01, compared to the broader market0.501.001.502.002.503.001.011.11
The chart of Calmar ratio for AINTX, currently valued at -0.04, compared to the broader market0.002.004.006.008.0010.0012.00-0.040.45
The chart of Martin ratio for AINTX, currently valued at -0.13, compared to the broader market0.0010.0020.0030.0040.0050.00-0.132.22
AINTX
SLMCX

The current AINTX Sharpe Ratio is -0.04, which is lower than the SLMCX Sharpe Ratio of 0.46. The chart below compares the historical Sharpe Ratios of AINTX and SLMCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00AugustSeptemberOctoberNovemberDecember
-0.04
0.46
AINTX
SLMCX

Dividends

AINTX vs. SLMCX - Dividend Comparison

Neither AINTX nor SLMCX has paid dividends to shareholders.


TTM2023202220212020201920182017201620152014
AINTX
Ariel International Fund
0.00%1.64%0.00%2.54%1.47%1.59%0.95%0.70%1.41%0.16%1.10%
SLMCX
Columbia Seligman Technology and Information Fund
0.00%0.00%0.00%0.00%0.42%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

AINTX vs. SLMCX - Drawdown Comparison

The maximum AINTX drawdown since its inception was -28.11%, smaller than the maximum SLMCX drawdown of -86.89%. Use the drawdown chart below to compare losses from any high point for AINTX and SLMCX. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember
-12.40%
-14.35%
AINTX
SLMCX

Volatility

AINTX vs. SLMCX - Volatility Comparison

The current volatility for Ariel International Fund (AINTX) is 8.56%, while Columbia Seligman Technology and Information Fund (SLMCX) has a volatility of 15.37%. This indicates that AINTX experiences smaller price fluctuations and is considered to be less risky than SLMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%AugustSeptemberOctoberNovemberDecember
8.56%
15.37%
AINTX
SLMCX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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