The ROE as of December 2025 (TTM) for Ariel Appreciation Fund (CAAPX) is 28.00%

According to Ariel Appreciation Fund’s latest financial reports and current stock price. The company's current ROE is 28.00%. This represents a change of 331.69% compared to the average of 6.49% of the last 4 quarters.

Ariel Appreciation Fund (CAAPX) Historical ROE (quarterly & annually)

How has CAAPX ROE performed in the past?

The mean historical ROE of Ariel Appreciation Fund over the last ten years is 8.90%. The current 28.00% ROE has changed 214.76% with respect to the historical average. Over the past ten years (40 quarters), CAAPX's ROE was at its highest in in the May 2023 quarter at 9.33%. The ROE was at its lowest in in the May 2022 quarter at -17.36%.

Ariel Appreciation Fund (CAAPX) ROE by Quarter and Year

Discovering the peaks and valleys of Ariel Appreciation Fund ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Ariel Appreciation Fund (CAAPX) Average ROE

How has CAAPX ROE performed in the past?

The current ROE of Ariel Appreciation Fund (CAAPX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

Ariel Appreciation Fund (CAAPX) ROE vs. Peers

How is CAAPX’s ROE compared to its peers?

Ariel Appreciation Fund’s ROE is greater than Diamond Hill Small-Mid Cap Fund (0%), greater than Victory Munder Mid-Cap Core Growth Fund (0%), greater than Empower Aggressive Profile Fund (0%), greater than BNY Mellon Smallcap Stock Index Fund (0%), greater than American Century Balanced Fund (0%), greater than USAA Growth and Tax Strategy Fund (0%), greater than Hartford Schroders US MidCap Opportunities Fund (0%),

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