Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AISHX (Aristotle Funds Series Trust – Small/Mid Cap Equity Fund) | NA | -7.59% | 0.38% | 0.23% | 0.11% | -0.05% | NA | … | … |
Data as of 03/13/2026, Common starting date is 05/28/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AISHX (Aristotle Funds Series Trust – Small/Mid Cap Equity Fund) | 05/28/2010 | 03/13/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.95 | -7.59 | 0.38 | 0.23 | 0.11 | -0.05 | NA | … | … | 0.00 | 6.30 | -14.92 | 19.67 |
| Sharpe Ratio | NA | -0.26 | NA | NA | NA | NA | NA | … | … | 0.00 | 0.45 | -0.55 | 1.97 |
| Standard Deviation(%) | NA | 13.27 | NA | NA | NA | NA | NA | … | … | NA | 14.11 | 26.98 | 17.83 |
| Draw Down(%) | NA | 14.09 | NA | NA | NA | NA | NA | … | … | 0.00 | 14.09 | 29.05 | 7.37 |
| Yield(%) | 0.00 | 0.00 | 14.00 | 8.40 | 4.20 | 2.75 | 2.50 | … | … | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/13/2026, Common starting date is 05/28/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AISHX (Aristotle Funds Series Trust – Small/Mid Cap Equity Fund) |
0.25%
Apr 2021 – Apr 2024 |
0.77%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AISHX (Aristotle Funds Series Trust – Small/Mid Cap Equity Fund) |
13.90%
Oct 2021 – Oct 2024 |
8.28%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart