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Aristotle Core Equity I-2 (ARSLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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18.05-0.23 (-1.26%)
At close: 09:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.32%
5-Year Average Return14.44%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Jan 22, 2024)35.24%
Worst 1 Yr Total Return (Jan 22, 2024)N/A
Best 3-Yr Total Return35.24%
Worst 3-Yr Total Return6.07%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnARSLXCategory
YTD23.27%12.38%
1-Month6.01%5.09%
3-Month12.79%10.28%
1-Year23.27%41.70%
3-Year6.07%22.56%
5-Year15.19%21.98%
10-Year0.00%15.99%
Last Bull Market37.43%25.99%
Last Bear Market-17.49%-17.29%

Annual Total Return (%) History

Year
ARSLXCategory
2023
23.27%N/A
2022
-22.15%N/A
2021
24.35%N/A
2020
25.69%35.86%
2019
35.24%31.90%
2018
-5.66%-2.09%
2017
N/A27.67%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20235.39%9.21%-5.04%12.79%
2022-6.90%-17.49%-5.06%6.75%
20215.04%6.88%0.75%9.94%
2020-16.75%22.13%8.30%14.14%
201916.70%5.14%1.45%8.64%
2018-0.18%3.51%8.98%-16.23%
20173.20%4.94%5.85%N/A

Rank In Category (By Total Return)

YTD89
1-Month18
3-Month74
1-Year89
3-Year47
5-Year61

Load Adjusted Returns

1-Year23.27%
3-Year6.07%
5-Year15.19%
10-YearN/A