Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AILLX (Aristotle Funds Series Trust – Aristotle Core Equity Fund) | 5.62% | 21.08% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/23/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AILLX (Aristotle Funds Series Trust – Aristotle Core Equity Fund) | 10/23/2023 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.83 | 21.08 | NA | NA | NA | NA | NA | … | … | 5.62 | 18.40 | 25.76 | 15.33 |
| Sharpe Ratio | NA | 1.64 | NA | NA | NA | NA | NA | … | … | 0.98 | 0.78 | 1.50 | 3.95 |
| Standard Deviation(%) | NA | 13.24 | NA | NA | NA | NA | NA | … | … | 15.21 | 19.87 | 14.73 | 28.07 |
| Draw Down(%) | NA | 10.47 | NA | NA | NA | NA | NA | … | … | 10.47 | 21.14 | 10.31 | 6.72 |
| Yield(%) | 0.00 | 4.73 | 3.46 | 2.07 | 1.04 | 0.69 | 0.52 | … | … | 0.00 | 4.88 | 2.73 | 0.35 |
Data as of 06/10/2026, Common starting date is 10/23/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AILLX (Aristotle Funds Series Trust – Aristotle Core 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 |
|---|---|---|---|---|
| AILLX (Aristotle Funds Series Trust – Aristotle Core Equity Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart