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Ariel Focus Fund

Performance data quoted represents past performance. Past performance does not guarantee future results. All performance assumes the reinvestment of dividends and capital gains. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. Click for the expense ratio and the standardized performance for the most recent quarter and month-end periods for the Fund.

Ariel Focus Fund

Historical Performance

Period Ariel Focus Fund
(Investor Class)
Russell 1000 Value S&P 500 Index
3Q 2005 2.30% 3.88% 3.60%
4Q 2005 3.32% 1.27% 2.09%
Year Ended 2005 N/A N/A N/A
1Q 2006 1.34% 5.93% 4.21%
2Q 2006 -2.37% 0.59% -1.44%
3Q 2006 3.69% 6.22% 5.67%
4Q 2006 8.76% 8.00% 6.70%
Year Ended 2006 11.58% 22.25% 15.79%
1Q 2007 -1.04% 1.24% 0.64%
2Q 2007 6.54% 4.93% 6.28%
3Q 2007 -2.29% -0.24% 2.03%
4Q 2007 -5.40% -5.80% -3.33%
Year Ended 2007 -2.54% -0.17% 5.49%
1Q 2008 -5.01% -8.72% -9.44%
2Q 2008 -3.74% -5.32% -2.73%
3Q 2008 -2.99% -6.11% -8.37%
4Q 2008 -26.82% -22.18% -21.94%
Year Ended 2008 -35.09% -36.85% -37.00%
1Q 2009 -15.28% -16.77% -11.01%
2Q 2009 22.87% 16.70% 15.93%
3Q 2009 19.43% 18.24% 15.61%
4Q 2009 7.34% 4.21% 6.04%
Year Ended 2009 33.46% 19.69% 26.46%
1Q 2010 5.43% 6.78% 5.39%
2Q 2010 -14.63% -11.14% -11.43%
3Q 2010 12.17% 10.13% 11.29%
4Q 2010 10.08% 10.54% 10.76%
Year Ended 2010 11.13% 15.51% 15.06%
1Q 2011 4.51% 6.46% 5.92%
2Q 2011 1.01% -0.51% 0.10%
3Q 2011 -15.73% -16.20% -13.87%
4Q 2011 6.55% 13.11% 11.82%
Year Ended 2011 -5.21% 0.39% 2.11%
1Q 2012 14.26% 11.12% 12.59%
2Q 2012 -7.58% -2.20% -2.75%
3Q 2012 5.59% 6.51% 6.35%
4Q 2012 -0.08% 1.52% -0.38%
Year Ended 2012 11.42% 17.51% 16.00%
1Q 2013 13.97% 12.31% 10.61%
2Q 2013 5.11% 3.20% 2.91%
3Q 2013 6.95% 3.94% 5.24%
4Q 2013 8.78% 10.01% 10.51%
Year Ended 2013 39.37% 32.53% 32.39%
Annualized Return
Since Inception
6/30/2005 through 12/31/2013
5.90% 6.82% 7.55%

The Russell 1000® Value Index measures the performance of the large-cap value segment of the U.S. equity universe. It includes those Russell 1000 companies with lower price-to-book ratios and lower expected growth values. Russell® is a trademark of Russell Investment Group, which is the source and owner of the Russell Indexes’ trademarks, service marks and copyrights. The S&P 500® Index is the most widely accepted barometer of the  market. It includes 500 blue chip, large cap stocks, which together represent about 75% of the total U.S. equities market.

Investors should consider carefully the investment objectives, risks, and charges and expenses before investing. For a current summary prospectus or full prospectus which contains this and other information about the funds offered by Ariel Investment Trust, call us at 800-292-7435 or click here. Please read the summary prospectus or full prospectus carefully before investing. Distributed by Ariel Distributors, LLC, a wholly-owned subsidiary of Ariel Investments, LLC.


Past performance does not guarantee future results. © Ariel Investments, LLC. The mutual funds offered by Ariel Investment Trust are distributed by Ariel Distributors, LLC. Use of this website is subject to our Terms & Conditions of use. Each of the investment products, mutual funds or services referred to in this site may be offered only to persons in the United States. This web site should not be considered a solicitation or offering of any investment products, funds or services to investors outside the United States. Original illustrations © Omar Rayyan 2007.