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Intrinsic Value Global Strategy
Ariel Global Fund

The inception date for the Institutional Class shares is December 30, 2011. Investments in foreign securities may underperform and may be more volatile than comparable U.S. stocks because of the risks involving foreign economies and markets, foreign political systems, foreign regulatory standards, foreign currencies and taxes. The use of currency derivatives and exchange-traded funds (ETFs) may increase investment losses and expenses and create more volatility. Investments in emerging markets present additional risks, such as difficulties in selling on a timely basis and at an acceptable price. The intrinsic value of the stocks in which the Fund invests may never be recognized by the broader market. 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 Global Fund (Institutional Class)

Historical Performance

  Period Ariel Global Fund MSCI ACWI Index (net)
1Q 2012 5.30% 11.87%
2Q 2012 -8.93% -5.56%
3Q 2012 4.69% 6.84%
4Q 2012 5.37% 2.88%
Year Ending 2012 5.79% 16.13%
1Q 2013 8.07% 6.51%
2Q 2013 4.53% -0.43%
3Q 2013 8.50% 7.91%
4Q 2013 4.57% 7.31%
Year Ending 2013 28.18% 22.80%
1Q 2014 2.54% 1.09%
2Q 2014 4.57% 5.04%
3Q 2014 -1.15% -2.31%
4Q 2014 -0.43% 0.42%
Year Ending 2014 5.54% 4.17%
1Q 2015 2.98% 2.30%
2Q 2015 0.14% 0.35%
3Q 2015 -7.38% -9.45%
4Q 2015 5.27% 5.03%
Year Ending 2015 0.56% -2.37%
1Q 2016 2.48% 0.24%
2Q 2016 -0.22% 0.99%
3Q 2016 4.56% 5.30%
4Q 2016 -1.21% 1.19%
Year Ending 2016 5.63% 7.87%
1Q 2017 5.81% 6.91%
2Q 2017 3.54% 4.27%
3Q 2017 4.50% 5.18%
4Q 2017 1.16% 5.73%
Year Ending 2017 15.81% 23.97%
1Q 2018 0.33% -0.96%
2Q 2018 0.80% 0.53%
3Q 2018 5.20% 4.28%
Annualized Return
Since Inception
12/30/2011 through 09/30/2018
9.74% 10.92%


MSCI ACWI (All Country World Index) Index is an unmanaged, market weighted index of global developed and emerging markets. The MSCI ACWI Index net returns shown reflect the reinvestment of income and other earnings, including the dividends net of the maximum withholding tax applicable to non-resident institutional investors that do not benefit from double taxation treaties. MSCI uses the maximum tax rate applicable to institutional investors, as determined by the companies' country of incorporation. Source: MSCI. MSCI makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. The MSCI data may not be further redistributed or used to create indices or financial products. This report is not approved or produced by MSCI.

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. Ariel Distributors, LLC is a member of the Securities Investor Protection Corporation.


Past performance does not guarantee future results. © Ariel Investments, LLC. This website and all of its content is for informational and educational purposes only and should not be considered to be investment advice or a recommendation to buy or sell any particular security. The mutual funds offered by Ariel Investment Trust are distributed by Ariel Distributors, LLC, a wholly-owned subsidiary of Ariel Investments, LLC. Use of this website is subject to our Terms & Conditions. The Ariel mutual funds 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 ineligible investors, investors for whom such products, funds or services are not suitable, or investors outside the United States.

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Ariel Distributors, LLC is a member of the Securities Investor Protection Corporation