Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARILX (Aristotle Funds Series Trust – Small Cap Equity Fund II) | 7.47% | 23.90% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/24/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARILX (Aristotle Funds Series Trust – Small Cap Equity Fund II) | 07/24/2023 | 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 (%) | -2.68 | 23.90 | NA | NA | NA | NA | NA | … | … | 7.47 | 18.43 | 25.81 | 4.26 |
| Sharpe Ratio | NA | 1.65 | NA | NA | NA | NA | NA | … | … | 0.97 | 0.78 | 1.51 | 0.47 |
| Standard Deviation(%) | NA | 13.23 | NA | NA | NA | NA | NA | … | … | 15.12 | 19.93 | 14.69 | 13.05 |
| Draw Down(%) | NA | 10.45 | NA | NA | NA | NA | NA | … | … | 10.45 | 21.08 | 10.32 | 12.68 |
| Yield(%) | 0.00 | 4.96 | 3.32 | 1.99 | 1.00 | 0.66 | 0.50 | … | … | 0.00 | 5.09 | 3.05 | 0.32 |
Data as of 06/09/2026, Common starting date is 07/24/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARILX (Aristotle Funds Series Trust – Small Cap 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 |
|---|---|---|---|---|
| ARILX (Aristotle Funds Series Trust – Small Cap Equity Fund II) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart