Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARSOX (ARISTOTLE/SAUL GLOBAL OPPORTUNITIES FUND CLASS I) | NA | 3.75% | 2.58% | 39.41% | 19.96% | NA | NA | … | … |
Data as of 11/27/2023, Common starting date is 04/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARSOX (ARISTOTLE/SAUL GLOBAL OPPORTUNITIES FUND CLASS I) | 04/02/2012 | 11/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.39 | 3.75 | 2.58 | 39.41 | 19.96 | NA | NA | … | … | 5.01 | -17.52 | 19.59 | 16.69 | 366.96 | -9.72 | 15.28 | 13.52 | -1.96 | -7.41 | 18.73 | 1.44 |
| Sharpe Ratio | NA | -0.15 | 0.05 | 0.99 | 0.68 | NA | NA | … | … | 0.09 | -0.89 | 1.55 | 0.52 | 4.96 | -0.81 | 2.38 | 1.29 | -0.17 | -0.84 | 2.14 | 0.15 |
| Standard Deviation(%) | NA | 14.19 | 16.25 | 38.33 | 28.01 | NA | NA | … | … | 13.87 | 21.20 | 12.58 | 31.49 | 73.73 | 13.62 | 6.19 | 10.32 | 11.71 | 8.80 | 8.75 | 12.39 |
| Draw Down(%) | NA | 9.65 | 27.76 | 34.88 | 34.88 | NA | NA | … | … | 9.65 | 27.11 | 5.78 | 34.88 | 6.84 | 18.65 | 2.14 | 8.28 | 14.62 | 15.10 | 7.75 | 12.34 |
| Yield(%) | 0.00 | 4.91 | 4.25 | 25.87 | 14.80 | 11.61 | 8.71 | … | … | 0.00 | 4.12 | 2.95 | 5.67 | 125.84 | 9.74 | 0.60 | 0.66 | 1.31 | 1.33 | 3.24 | 1.04 |
Data as of 11/27/2023, Common starting date is 04/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARSOX (ARISTOTLE/SAUL GLOBAL OPPORTUNITIES FUND CLASS I) |
0.47%
Jan 2013 – Jan 2016 |
1.41%
Dec 2013 – Dec 2018 |
19.98%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARSOX (ARISTOTLE/SAUL GLOBAL OPPORTUNITIES FUND CLASS I) |
86.78%
Dec 2018 – Dec 2021 |
46.65%
Dec 2016 – Dec 2021 |
23.24%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart