Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIHHX (Aristotle Funds Series Trust – Small/Mid Cap Equity Fund) | 9.05% | 14.48% | 10.86% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/12/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIHHX (Aristotle Funds Series Trust – Small/Mid Cap Equity Fund) | 05/12/2023 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 14.48 | 10.86 | NA | NA | NA | NA | … | … | 9.05 | 2.33 | 12.97 | 12.50 |
| Sharpe Ratio | NA | 0.74 | 0.45 | NA | NA | NA | NA | … | … | 0.93 | -0.03 | 0.57 | 1.03 |
| Standard Deviation(%) | NA | 15.53 | 17.57 | NA | NA | NA | NA | … | … | 16.68 | 20.08 | 16.32 | 16.16 |
| Draw Down(%) | NA | 10.58 | 24.04 | NA | NA | NA | NA | … | … | 10.58 | 21.72 | 8.21 | 13.08 |
| Yield(%) | 0.00 | 19.11 | 17.97 | 11.23 | 5.61 | 3.74 | 2.81 | … | … | 0.00 | 18.65 | 9.22 | 34.52 |
Data as of 06/09/2026, Common starting date is 05/12/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIHHX (Aristotle Funds Series Trust – Small/Mid Cap Equity Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIHHX (Aristotle Funds Series Trust – Small/Mid Cap Equity Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart