Ariel Investments

John W. Rogers Jr.

Annualized+14.83%
Alpha+1.51%
Total Return+508.31%
Start Date2013-08-14
Years Tracked13y 28d
Top HoldingsTop 5
Latest Period2026-Q2Holdings
Max Drawdown36.64%
Recovery Period7m 29d
Sharpe Ratio0.66
Composite RankRank #39Full Ranking
SEC 13F

Simulated from public holdings data by tracking each institution's top five holdings each quarter. For reference only, not investment advice.

Performance

Annual Returns

Latest Holdings

Latest Period2026-Q2Filing Date2026-08-14