Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIQQX (Aristotle Funds Series Trust – Aristotle Value Equity Fund II) | 0.28% | 7.18% | NA | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 10/23/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIQQX (Aristotle Funds Series Trust – Aristotle Value Equity Fund II) | 10/23/2023 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.24 | 7.18 | NA | NA | NA | NA | NA | … | … | 0.28 | 11.38 | 7.21 | 17.81 |
| Sharpe Ratio | NA | 0.56 | NA | NA | NA | NA | NA | … | … | -0.05 | 0.51 | 0.30 | 4.64 |
| Standard Deviation(%) | NA | 11.64 | NA | NA | NA | NA | NA | … | … | 12.03 | 16.71 | 11.97 | 29.51 |
| Draw Down(%) | NA | 8.82 | NA | NA | NA | NA | NA | … | … | 8.82 | 15.09 | 7.92 | 7.59 |
| Yield(%) | 0.00 | 11.02 | 6.45 | 3.87 | 1.93 | 1.29 | 0.97 | … | … | 0.00 | 11.54 | 3.53 | 1.36 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| AIQQX (Aristotle Funds Series Trust – Aristotle Value Equity Fund II) |
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 |
|---|---|---|---|---|
| AIQQX (Aristotle Funds Series Trust – Aristotle Value Equity Fund II) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart