ARGFX vs. ^SP400

In the year-to-date period, ARGFX achieves a -4.15% return, which is significantly lower than ^SP400's -2.29% return. Over the past 10 years, ARGFX has underperformed ^SP400 with an annualized return of -0.48%, while ^SP400 has yielded a comparatively higher 7.15% annualized return.

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

This table presents a comparison of risk-adjusted performance metrics for Ariel Fund (ARGFX) and S&P 400 Index (^SP400). 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.

The current ARGFX Sharpe Ratio is -0.03, which is lower than the ^SP400 Sharpe Ratio of 0.09. The chart below compares the historical Sharpe Ratios of ARGFX and ^SP400, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

The maximum ARGFX drawdown since its inception was -73.49%, which is greater than ^SP400's maximum drawdown of -56.32%. Use the drawdown chart below to compare losses from any high point for ARGFX and ^SP400. For additional features, visit the drawdowns tool.

Ariel Fund (ARGFX) has a higher volatility of 7.97% compared to S&P 400 Index (^SP400) at 6.10%. This indicates that ARGFX's price experiences larger fluctuations and is considered to be riskier than ^SP400 based on this measure. The chart below showcases a comparison of their rolling one-month volatility.