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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

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.59%
5-year average return6.87%
Number of years up6
Number of years down2
Best 1-yr total return (22 Jan 2024)22.59%
Worst 1-yr total return (22 Jan 2024)N/A
Best 3-yr total return22.59%
Worst 3-yr total return4.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnARSBXCategory
YTD6.65%20.19%
1-month9.59%0.02%
3-month11.21%4.36%
1-year6.65%60.18%
3-year4.39%11.32%
5-year8.80%13.88%
10-year0.00%11.19%
Last bull market45.26%27.98%
Last bear market-12.53%-24.08%

Annual total return (%) history

Year
ARSBXCategory
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 (%)

YearQ1Q2Q3Q4
20230.80%1.09%-5.89%11.21%
2022-5.69%-12.53%-2.96%12.10%
202111.94%3.66%-2.48%5.04%
2020-33.02%24.54%1.11%29.62%
201913.31%4.19%-2.84%6.87%
2018-0.55%6.97%4.32%-20.98%
20174.56%4.61%7.06%0.65%
2016-0.41%2.39%6.10%9.36%

Rank in category (by total return)

YTD97
1-month76
3-month81
1-year97
3-year74
5-year86

Load adjusted returns

1-year6.65%
3-year4.39%
5-year8.80%
10-yearN/A