Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AIOOX (Aristotle/Saul Global Equity Fund) 4.78% 14.14% NA NA NA NA NA
Data as of 06/12/2026, Common starting date is 10/23/2023
More Performance Analytics Comparison
Name Start Date End Date
AIOOX (Aristotle/Saul Global Equity Fund) 10/23/2023 06/12/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023
Annualized Return (%) 0.92 14.14 NA NA NA NA NA 4.78 19.76 3.01 14.93
Sharpe Ratio NA 0.95 NA NA NA NA NA 0.60 1.17 -0.05 3.65
Standard Deviation(%) NA 12.16 NA NA NA NA NA 14.07 14.44 11.66 29.28
Draw Down(%) NA 10.20 NA NA NA NA NA 10.20 13.54 8.85 7.42
Yield(%) 0.00 12.55 16.69 10.02 5.01 3.34 2.50 0.00 13.85 29.98 7.07
Data as of 06/12/2026, 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
AIOOX (Aristotle/Saul Global 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
AIOOX (Aristotle/Saul Global Equity Fund) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return