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AINTX vs. VB
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AINTX vs. VB - Performance Comparison

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

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AINTX vs. VB - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AINTX
Ariel International Fund
-5.17%31.39%5.23%10.02%-11.33%4.31%6.84%12.83%-9.82%16.35%
VB
Vanguard Small-Cap ETF
1.92%8.87%14.17%18.22%-17.51%17.57%19.19%27.34%-9.34%16.26%

Returns By Period

In the year-to-date period, AINTX achieves a -5.17% return, which is significantly lower than VB's 1.92% return. Over the past 10 years, AINTX has underperformed VB with an annualized return of 5.19%, while VB has yielded a comparatively higher 10.51% annualized return.


AINTX

1D
0.46%
1M
-11.41%
YTD
-5.17%
6M
-3.10%
1Y
11.55%
3Y*
11.03%
5Y*
5.91%
10Y*
5.19%

VB

1D
3.18%
1M
-5.13%
YTD
1.92%
6M
3.76%
1Y
19.75%
3Y*
13.04%
5Y*
5.35%
10Y*
10.51%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AINTX vs. VB - Expense Ratio Comparison

AINTX has a 1.13% expense ratio, which is higher than VB's 0.05% expense ratio.


Return for Risk

AINTX vs. VB — Risk / Return Rank

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

AINTX
AINTX Risk / Return Rank: 2626
Overall Rank
AINTX Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
AINTX Sortino Ratio Rank: 2424
Sortino Ratio Rank
AINTX Omega Ratio Rank: 2525
Omega Ratio Rank
AINTX Calmar Ratio Rank: 2626
Calmar Ratio Rank
AINTX Martin Ratio Rank: 2626
Martin Ratio Rank

VB
VB Risk / Return Rank: 5959
Overall Rank
VB Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
VB Sortino Ratio Rank: 5858
Sortino Ratio Rank
VB Omega Ratio Rank: 5555
Omega Ratio Rank
VB Calmar Ratio Rank: 6060
Calmar Ratio Rank
VB Martin Ratio Rank: 6565
Martin Ratio Rank
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. VB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ariel International Fund (AINTX) and Vanguard Small-Cap ETF (VB). 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.


AINTXVBDifference

Sharpe ratio

Return per unit of total volatility

0.65

0.91

-0.25

Sortino ratio

Return per unit of downside risk

0.94

1.41

-0.46

Omega ratio

Gain probability vs. loss probability

1.14

1.19

-0.05

Calmar ratio

Return relative to maximum drawdown

0.76

1.39

-0.63

Martin ratio

Return relative to average drawdown

2.81

5.97

-3.15

AINTX vs. VB - Sharpe Ratio Comparison

The current AINTX Sharpe Ratio is 0.65, which is comparable to the VB Sharpe Ratio of 0.91. The chart below compares the historical Sharpe Ratios of AINTX and VB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AINTXVBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.65

0.91

-0.25

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.43

0.26

+0.17

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.39

0.49

-0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.42

+0.03

Correlation

The correlation between AINTX and VB is 0.57, 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.


Dividends

AINTX vs. VB - Dividend Comparison

AINTX's dividend yield for the trailing twelve months is around 16.04%, more than VB's 1.34% yield.


TTM20252024202320222021202020192018201720162015
AINTX
Ariel International Fund
16.04%15.21%6.28%1.64%0.00%2.54%1.47%1.59%1.17%1.76%1.69%0.20%
VB
Vanguard Small-Cap ETF
1.34%1.33%1.30%1.55%1.59%1.24%1.14%1.39%1.67%1.35%1.50%1.48%

Drawdowns

AINTX vs. VB - Drawdown Comparison

The maximum AINTX drawdown since its inception was -27.95%, smaller than the maximum VB drawdown of -59.56%. Use the drawdown chart below to compare losses from any high point for AINTX and VB.


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Drawdown Indicators


AINTXVBDifference

Max Drawdown

Largest peak-to-trough decline

-27.95%

-59.56%

+31.61%

Max Drawdown (1Y)

Largest decline over 1 year

-12.93%

-14.29%

+1.36%

Max Drawdown (5Y)

Largest decline over 5 years

-25.51%

-28.15%

+2.64%

Max Drawdown (10Y)

Largest decline over 10 years

-27.95%

-42.05%

+14.10%

Current Drawdown

Current decline from peak

-12.53%

-6.08%

-6.45%

Average Drawdown

Average peak-to-trough decline

-5.60%

-8.49%

+2.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.48%

3.32%

+0.16%

Volatility

AINTX vs. VB - Volatility Comparison

Ariel International Fund (AINTX) and Vanguard Small-Cap ETF (VB) have volatilities of 6.67% and 6.84%, 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.


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Volatility by Period


AINTXVBDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.67%

6.84%

-0.17%

Volatility (6M)

Calculated over the trailing 6-month period

10.87%

12.60%

-1.73%

Volatility (1Y)

Calculated over the trailing 1-year period

16.06%

21.86%

-5.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.89%

20.78%

-6.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.49%

21.40%

-7.91%