Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARSLX (ARISTOTLE CORE EQUITY FUND CLASS I SHARES) | NA | 20.06% | 6.05% | 14.46% | NA | NA | NA | … | … |
Data as of 01/24/2024, Common starting date is 03/31/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARSLX (ARISTOTLE CORE EQUITY FUND CLASS I SHARES) | 03/31/2017 | 01/24/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.27 | 20.06 | 6.05 | 14.46 | NA | NA | NA | … | … | 2.47 | 23.54 | -22.15 | 24.35 | 25.69 | 35.24 | -5.66 | 14.64 |
| Sharpe Ratio | NA | 1.07 | 0.21 | 0.59 | NA | NA | NA | … | … | 3.42 | 1.30 | -0.91 | 1.71 | 0.75 | 2.60 | -0.39 | 2.70 |
| Standard Deviation(%) | NA | 14.71 | 19.12 | 21.87 | NA | NA | NA | … | … | 12.63 | 15.09 | 25.88 | 14.21 | 33.73 | 13.01 | 17.99 | 7.13 |
| Draw Down(%) | NA | 10.28 | 27.30 | 31.84 | NA | NA | NA | … | … | 2.42 | 10.28 | 27.17 | 5.97 | 31.84 | 6.15 | 22.33 | 2.54 |
| Yield(%) | 0.00 | 0.90 | 1.16 | 1.54 | 1.03 | 0.69 | 0.51 | … | … | 0.00 | 0.94 | 0.65 | 1.91 | 1.02 | 0.80 | 1.01 | 0.44 |
Data as of 01/24/2024, Common starting date is 03/31/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARSLX (ARISTOTLE CORE EQUITY FUND CLASS I SHARES) |
5.65%
Nov 2020 – Nov 2023 |
8.54%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARSLX (ARISTOTLE CORE EQUITY FUND CLASS I SHARES) |
28.33%
Dec 2018 – Dec 2021 |
15.19%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart