# Ariel Appreciation Investor (CAAPX)

> Source: Nexqual · https://nexqual.com/CAAPX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Ariel Appreciation Investor (CAAPX), nexqual.com/CAAPX" · informational, not investment advice.

**Price:** USD 43.75 (-0.97% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 43.75 · day 43.75–43.75 · 52w 37.8–47.27 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +14.2% vs S&P 500 +13.4%; 5Y +31.1% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +14.2% | +31.1% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +14.2% | +5.6% |
| Volatility (annualized) | 17.0% | 20.1% |
| Max drawdown | -11.7% (Feb 2026→Mar 2026) | -26.0% (Jan 2022→Sep 2022) |

## Peers
ARGFX (Ariel Fund Investor Cl) USD 81.95 +0.00% · CFIMX (Clipper Fund Inc.) USD 16.61 -0.00% · PAXWX (Pax Sustainable Allocation Fund) USD 26.75 +0.00% · BGRFX (Baron Growth Fund) USD 65.54 -0.00% · DSEFX (Domini Impact Equity Fund Inves) USD 41 +0.00%

## More
Full page: https://nexqual.com/CAAPX · 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