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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
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
2.32%
5-year average return
14.44%
Number of years up
4
Number of years down
2
Best 1-yr total return (22 Jan 2024)
35.24%
Worst 1-yr total return (22 Jan 2024)
N/A
Best 3-yr total return
35.24%
Worst 3-yr total return
6.07%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
ARSLX
Category
YTD
23.27%
12.38%
1-month
6.01%
5.09%
3-month
12.79%
10.28%
1-year
23.27%
41.70%
3-year
6.07%
22.56%
5-year
15.19%
21.98%
10-year
0.00%
15.99%
Last bull market
37.43%
25.99%
Last bear market
-17.49%
-17.29%
Annual total return (%) history
Year
ARSLX
Category
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/A
27.67%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2023
5.39%
9.21%
-5.04%
12.79%
2022
-6.90%
-17.49%
-5.06%
6.75%
2021
5.04%
6.88%
0.75%
9.94%
2020
-16.75%
22.13%
8.30%
14.14%
2019
16.70%
5.14%
1.45%
8.64%
2018
-0.18%
3.51%
8.98%
-16.23%
2017
3.20%
4.94%
5.85%
N/A
Rank in category (by total return)
YTD
89
1-month
18
3-month
74
1-year
89
3-year
47
5-year
61
Load adjusted returns
1-year
23.27%
3-year
6.07%
5-year
15.19%
10-year
N/A
Data disclaimer
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