Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARIBX (Aristotle Funds Series Trust – Aristotle Small Cap Equity Fund) | NA | 3.88% | 4.63% | 4.65% | NA | NA | NA | … | … |
Data as of 05/18/2011, Common starting date is 10/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARIBX (Aristotle Funds Series Trust – Aristotle Small Cap Equity Fund) | 10/19/2001 | 05/18/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.88 | 4.63 | 4.65 | NA | NA | NA | … | … | 0.39 | 6.56 | 9.19 | -1.19 | 4.03 | 2.91 | 0.70 | 1.28 | -1.34 | 5.37 | -1.95 |
| Sharpe Ratio | NA | 0.84 | 0.94 | 0.77 | NA | NA | NA | … | … | 0.33 | 1.40 | 1.92 | -0.38 | 0.26 | -0.13 | -0.46 | 0.09 | -0.42 | 0.94 | -1.54 |
| Standard Deviation(%) | NA | 4.51 | 4.72 | 4.45 | NA | NA | NA | … | … | 2.95 | 4.63 | 4.74 | 5.50 | 3.89 | 3.12 | 3.19 | 3.66 | 4.88 | 4.56 | 7.05 |
| Draw Down(%) | NA | 3.54 | 6.65 | 6.65 | NA | NA | NA | … | … | 1.21 | 3.54 | 2.87 | 6.65 | 2.67 | 2.91 | 2.84 | 5.31 | 6.56 | 3.05 | 4.97 |
| Yield(%) | 0.00 | 4.15 | 3.67 | 3.81 | 2.74 | 1.83 | 1.37 | … | … | 0.50 | 4.54 | 3.38 | 3.96 | 3.81 | 3.72 | 3.27 | 2.26 | 1.88 | 1.48 | 0.00 |
Data as of 05/18/2011, Common starting date is 10/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARIBX (Aristotle Funds Series Trust – Aristotle Small Cap Equity Fund) |
-1.65%
May 2003 – May 2006 |
0.29%
Oct 2003 – Oct 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARIBX (Aristotle Funds Series Trust – Aristotle Small Cap Equity Fund) |
5.97%
Aug 2007 – Aug 2010 |
4.84%
Oct 2005 – Oct 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart