# Ariel Appreciation Institutional (CAAIX)

> Source: Nexqual · https://nexqual.com/CAAIX · data as of 2026-10-24 00:00 UTC · cite as "Nexqual, Ariel Appreciation Institutional (CAAIX), nexqual.com/CAAIX" · informational, not investment advice.

**Price:** USD 44.13 (-0.96% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 44.56 · day 44.13–44.13 · 52w 38.06–47.65 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +14.5% vs S&P 500 +13.4%; 5Y +33.2% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +14.5% | +33.2% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +14.6% | +5.9% |
| Volatility (annualized) | 17.0% | 20.1% |
| Max drawdown | -11.7% (Feb 2026→Mar 2026) | -25.8% (Jan 2022→Sep 2022) |

## Peers
VSMIX (Invesco Small Cap Value Class Y) USD 33.9 -0.00% · LADVX (Lord Abbett Developing Growth F) USD 36.07 +0.00% · BMDIX (Baird MidCap Fd Inst Cl) USD 19.65 +0.00% · RWIGX (Capital World Growth and Income) USD 78.33 -0.00% · ARAIX (Ariel Fund Instl Cl) USD 82.5 +0.00%

## More
Full page: https://nexqual.com/CAAIX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt