Ariel Appreciation Fund Price on November 1, 2024
| CAAIX Fund | USD 39.45 0.28 0.71% |
Below is the normalized historical share price chart for Ariel Appreciation Fund extending back to December 30, 2011. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Ariel Appreciation stands at 39.45, as last reported on the 6th of January, with the highest price reaching 39.45 and the lowest price hitting 39.45 during the day.
If you're considering investing in Ariel Mutual Fund, it is important to understand the factors that can impact its price. Ariel Appreciation secures Sharpe Ratio (or Efficiency) of -0.0429, which signifies that the fund had a -0.0429% return per unit of risk over the last 3 months. Ariel Appreciation Fund exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please confirm Ariel Appreciation's Mean Deviation of 0.8027, standard deviation of 1.49, and Risk Adjusted Performance of (0.03) to double-check the risk estimate we provide.
Ariel Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Ariel |
Sharpe Ratio = -0.0429
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| Negative Returns | CAAIX |
Estimated Market Risk
| 1.53 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Ariel Appreciation is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Ariel Appreciation by adding Ariel Appreciation to a well-diversified portfolio.
Ariel Appreciation Valuation on November 1, 2024
It is possible to determine the worth of Ariel Appreciation on a given historical date. On November 1, 2024 Ariel was worth 42.14 at the beginning of the trading date compared to the closed value of 42.14. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Ariel Appreciation mutual fund. Still, in general, we apply an absolute valuation method to find Ariel Appreciation's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Ariel Appreciation where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Ariel Appreciation's related companies.
| Open | High | Low | Close | Volume | |
| 42.18 | 42.18 | 42.18 | 42.18 | 1.00 | |
11/01/2024 | 42.14 | 42.14 | 42.14 | 42.14 | 1.00 |
| 42.23 | 42.23 | 42.23 | 42.23 | 1.00 |
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Ariel Appreciation Trading Date Momentum on November 1, 2024
| On November 04 2024 Ariel Appreciation Fund was traded for 42.23 at the closing time. The highest daily price throughout the period was 42.23 and the lowest price was 42.23 . There was no trading activity during the period 1.0. Lack of trading volume on 11/04/2024 added to the next day price jump. The overall trading delta to closing price of the next trading day was 0.21% . The overall trading delta to current closing price is 6.79% . |
Ariel Appreciation Fundamentals Correlations and Trends
By evaluating Ariel Appreciation's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Ariel Appreciation's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Ariel financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Ariel Appreciation Mutual Fund history
Ariel Appreciation investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Ariel is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Ariel Appreciation will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Ariel Appreciation stock prices may prove useful in developing a viable investing in Ariel Appreciation
The fund invests in mid-capitalization undervalued companies that show strong potential for growth. It invests primarily in equity securities of U.S. companies that have market capitalizations within the range of the companies in the Russell Midcap Index, measured at the time of initial purchase. The funds strategy is rooted in the contrarian investment philosophy of the Adviser, which depends on four interrelated tenets Active patience, Independent Thinking, Focused Expertise, and Bold Teamwork.
Ariel Appreciation Mutual Fund Technical Analysis
Ariel Appreciation technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Ariel Appreciation Period Price Range
Low | January 6, 2025
| High |
0.00 | 0.00 |
Ariel Appreciation Fund cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Ariel Appreciation January 6, 2025 Market Strength
Market strength indicators help investors to evaluate how Ariel Appreciation mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Ariel Appreciation shares will generate the highest return on investment. By undertsting and applying Ariel Appreciation mutual fund market strength indicators, traders can identify Ariel Appreciation Fund entry and exit signals to maximize returns
Ariel Appreciation Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Ariel Appreciation's price direction in advance. Along with the technical and fundamental analysis of Ariel Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Ariel to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | (0.03) | |||
| Jensen Alpha | (0.08) | |||
| Total Risk Alpha | (0.10) | |||
| Treynor Ratio | (0.32) |
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Other Information on Investing in Ariel Mutual Fund
Ariel Appreciation financial ratios help investors to determine whether Ariel Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ariel with respect to the benefits of owning Ariel Appreciation security.
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