Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARSQX (ARISTOTLE VALUE EQUITY FUND CLASS I SHARES) | NA | 14.86% | 6.99% | 12.47% | NA | NA | NA | … | … |
Data as of 01/24/2024, Common starting date is 08/31/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARSQX (ARISTOTLE VALUE EQUITY FUND CLASS I SHARES) | 08/31/2016 | 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 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.81 | 14.86 | 6.99 | 12.47 | NA | NA | NA | … | … | -0.30 | 19.70 | -15.05 | 24.90 | 14.38 | 32.18 | -9.53 | 22.13 | 4.77 |
| Sharpe Ratio | NA | 0.61 | 0.27 | 0.49 | NA | NA | NA | … | … | -0.72 | 0.87 | -0.72 | 1.80 | 0.39 | 2.44 | -0.65 | 2.72 | 1.30 |
| Standard Deviation(%) | NA | 17.34 | 18.51 | 22.33 | NA | NA | NA | … | … | 11.45 | 17.82 | 22.85 | 13.83 | 36.20 | 12.61 | 16.80 | 7.95 | 11.38 |
| Draw Down(%) | NA | 9.31 | 23.52 | 35.63 | NA | NA | NA | … | … | 2.07 | 9.31 | 23.52 | 5.57 | 35.63 | 6.36 | 21.74 | 2.87 | 3.58 |
| Yield(%) | 0.00 | 1.33 | 1.98 | 2.08 | 1.55 | 1.03 | 0.77 | … | … | 0.00 | 1.38 | 1.60 | 2.82 | 0.57 | 1.16 | 1.18 | 1.14 | 0.27 |
Data as of 01/24/2024, Common starting date is 08/31/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARSQX (ARISTOTLE VALUE EQUITY FUND CLASS I SHARES) |
1.38%
Mar 2017 – Mar 2020 |
6.84%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARSQX (ARISTOTLE VALUE EQUITY FUND CLASS I SHARES) |
23.60%
Dec 2018 – Dec 2021 |
16.68%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart