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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%)
As of 09:01PM EDT. Market open.

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 (22 Jan 2024)35.24%
Worst 1-yr total return (22 Jan 2024)N/A
Best 3-yr total return35.24%
Worst 3-yr total return6.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
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