CLFFX vs. ARFFX
CLFFX (Lone Peak Value Fund) and ARFFX (Ariel Focus Fund) are both Mid Cap Value Equities funds. Over the past 10 years, CLFFX returned 11.02%/yr vs 10.51%/yr for ARFFX. Their correlation of 0.83 means they have usually moved in the same direction. CLFFX charges 1.15%/yr vs 1.00%/yr for ARFFX.
Performance
CLFFX vs. ARFFX - Performance Comparison
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Returns By Period
In the year-to-date period, CLFFX achieves a 16.02% return, which is significantly higher than ARFFX's 14.89% return. Both investments have delivered pretty close results over the past 10 years, with CLFFX having a 11.02% annualized return and ARFFX not far behind at 10.51%.
CLFFX
- 1D
- -0.53%
- 1M
- 0.19%
- 6M
- 11.91%
- YTD
- 16.02%
- 1Y
- 28.15%
- 3Y*
- 15.72%
- 5Y*
- 8.36%
- 10Y*
- 11.02%
- ALL TIME*
- 10.67%
ARFFX
- 1D
- -1.04%
- 1M
- 3.58%
- 6M
- 6.78%
- YTD
- 14.89%
- 1Y
- 29.66%
- 3Y*
- 16.17%
- 5Y*
- 9.14%
- 10Y*
- 10.51%
- ALL TIME*
- 7.38%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
ARFFX Ariel Focus Fund | $0.00 | $0.00 | $0.00 |
CLFFX Lone Peak Value Fund | $0.00 | $0.00 | $0.00 |
CLFFX vs. ARFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CLFFX Lone Peak Value Fund | 16.02% | 18.10% | 9.08% | 4.68% | -4.08% | 19.72% | 10.51% | 23.74% | -9.25% | 10.63% |
ARFFX Ariel Focus Fund | 14.89% | 21.00% | 13.39% | 6.98% | -9.12% | 21.14% | 6.90% | 25.62% | -13.23% | 15.01% |
Correlation
The correlation between CLFFX and ARFFX is 0.72, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.72 |
Correlation (3Y) Balances recent behavior with more history. | 0.78 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.85 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.82 |
Correlation (All Time) Calculated using the full available price history since Feb 3, 2014 | 0.83 |
The correlation between CLFFX and ARFFX shifts across timeframes, from 0.72 (1 year) to 0.85 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
CLFFX vs. ARFFX — Risk / Return Rank
CLFFX
ARFFX
CLFFX vs. ARFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lone Peak Value Fund (CLFFX) and Ariel Focus Fund (ARFFX). 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.
| CLFFX | ARFFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | -0.19 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.36 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.94 | 3.46 | -0.52 |
| Martin ratioReturn relative to average drawdown | 10.60 | 8.50 | +2.10 |
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Drawdowns
CLFFX vs. ARFFX - Drawdown Comparison
The maximum CLFFX drawdown since its inception was -40.20%, smaller than the maximum ARFFX drawdown of -57.66%. Use the drawdown chart below to compare losses from any high point for CLFFX and ARFFX.
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Drawdown Indicators
| CLFFX | ARFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.20% | -57.66% | +17.46% |
Max Drawdown (1Y)Largest decline over 1 year | -9.51% | -8.02% | -1.49% |
Max Drawdown (3Y)Largest decline over 3 years | -16.03% | -23.39% | +7.36% |
Max Drawdown (5Y)Largest decline over 5 years | -19.08% | -24.50% | +5.42% |
Max Drawdown (10Y)Largest decline over 10 years | -40.20% | -43.22% | +3.02% |
Current DrawdownCurrent decline from peak | -1.02% | -1.43% | +0.41% |
Average DrawdownAverage peak-to-trough decline | -5.95% | -9.39% | +3.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 3.26% | -0.63% |
Volatility
CLFFX vs. ARFFX - Volatility Comparison
Lone Peak Value Fund (CLFFX) has a higher volatility of 3.95% compared to Ariel Focus Fund (ARFFX) at 3.73%. This indicates that CLFFX's price experiences larger fluctuations and is considered to be riskier than ARFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CLFFX | ARFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 3.73% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 10.60% | 9.33% | +1.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.49% | 13.50% | +0.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.82% | 18.44% | -1.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.41% | 19.79% | -0.38% |
CLFFX vs. ARFFX - Expense Ratio Comparison
CLFFX has a 1.15% expense ratio, which is higher than ARFFX's 1.00% expense ratio.
Dividends
CLFFX vs. ARFFX - Dividend Comparison
CLFFX's dividend yield for the trailing twelve months is around 1.11%, less than ARFFX's 11.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARFFX Ariel Focus Fund | 11.04% | 12.68% | 2.27% | 3.33% | 8.30% | 3.30% | 2.41% | 1.03% | 7.61% | 5.76% | 1.04% | 13.91% |
CLFFX Lone Peak Value Fund | 1.11% | 1.29% | 1.21% | 4.93% | 1.99% | 4.30% | 2.08% | 1.59% | 5.70% | 5.09% | 0.41% | 0.00% |
Frequently Asked Questions
CLFFX and ARFFX have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CLFFX has higher volatility (3.95%) compared to ARFFX (3.73%). In terms of maximum drawdown, CLFFX dropped -40.20% vs ARFFX's -57.66%.
ARFFX currently has the higher Sharpe Ratio (2.06 vs 1.94), 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.
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