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Aristotle Small Cap Equity I-2 (ARSBX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.54
-0.15
(-1.18%)
At close: 09:01PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
-1.59%
5-Year Average Return
6.87%
Number of Years Up
6
Number of Years Down
2
Best 1 Yr Total Return (Jan 22, 2024)
22.59%
Worst 1 Yr Total Return (Jan 22, 2024)
N/A
Best 3-Yr Total Return
22.59%
Worst 3-Yr Total Return
4.39%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
ARSBX
Category
YTD
6.65%
20.19%
1-Month
9.59%
0.02%
3-Month
11.21%
4.36%
1-Year
6.65%
60.18%
3-Year
4.39%
11.32%
5-Year
8.80%
13.88%
10-Year
0.00%
11.19%
Last Bull Market
45.26%
27.98%
Last Bear Market
-12.53%
-24.08%
Annual Total Return (%) History
Year
ARSBX
Category
2023
6.65%
N/A
2022
-10.26%
N/A
2021
18.87%
N/A
2020
9.31%
10.99%
2019
22.59%
23.75%
2018
-12.29%
-12.72%
2017
17.87%
12.28%
2016
18.31%
20.78%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2023
0.80%
1.09%
-5.89%
11.21%
2022
-5.69%
-12.53%
-2.96%
12.10%
2021
11.94%
3.66%
-2.48%
5.04%
2020
-33.02%
24.54%
1.11%
29.62%
2019
13.31%
4.19%
-2.84%
6.87%
2018
-0.55%
6.97%
4.32%
-20.98%
2017
4.56%
4.61%
7.06%
0.65%
2016
-0.41%
2.39%
6.10%
9.36%
Rank In Category (By Total Return)
YTD
97
1-Month
76
3-Month
81
1-Year
97
3-Year
74
5-Year
86
Load Adjusted Returns
1-Year
6.65%
3-Year
4.39%
5-Year
8.80%
10-Year
N/A
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