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Aristotle Funds Series Trust - Aristotle/Saul Global Equity Fund (ARSOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.48-0.14 (-1.03%)
At close: 09:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.85%
5-year average return7.95%
Number of years up6
Number of years down4
Best 1-yr total return (25 Oct 2023)27.55%
Worst 1-yr total return (25 Oct 2023)N/A
Best 3-yr total return27.55%
Worst 3-yr total return1.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnARSOXCategory
YTD3.85%12.08%
1-month-1.96%0.64%
3-month-9.23%6.49%
1-year9.88%38.01%
3-year5.55%12.74%
5-year7.95%12.82%
10-year5.40%9.05%
Last bull market39.33%18.82%
Last bear market-13.17%-20.53%

Annual total return (%) history

Year
ARSOXCategory
2023
N/AN/A
2022
-17.49%N/A
2021
19.54%N/A
2020
16.68%12.96%
2019
27.55%25.26%
2018
-9.53%-10.06%
2017
15.29%22.28%
2016
13.60%6.93%
2015
-1.97%-0.92%
2014
-7.41%3.67%
2013
18.72%24.08%
2012
N/A14.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20235.78%5.10%-4.30%N/A
2022-9.50%-13.17%-7.01%12.90%
20217.05%5.07%-0.06%6.34%
2020-23.30%19.67%8.09%17.59%
201911.43%6.00%0.08%7.90%
2018-0.83%1.44%2.54%-12.30%
20175.78%1.22%2.98%4.55%
20163.89%5.62%3.54%-0.01%
20151.32%0.75%-9.00%5.53%
20140.43%3.68%-7.84%-3.52%
20136.14%-1.40%7.29%5.73%
2012-5.80%4.56%3.50%N/A

Rank in category (by total return)

YTD60
1-month30
3-month61
1-year43
3-year38
5-year34

Load adjusted returns

1-year20.12%
3-year7.26%
5-year6.49%
10-year5.91%