Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARIQX (Aristotle Value Eq I) | 0.93% | 7.79% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/27/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARIQX (Aristotle Value Eq I) | 12/27/2023 | 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 (%) | 0.00 | 7.79 | NA | NA | NA | NA | NA | … | … | 0.93 | 11.42 | 7.43 | -0.08 |
| Sharpe Ratio | NA | 0.56 | NA | NA | NA | NA | NA | … | … | -0.05 | 0.51 | 0.32 | -3.43 |
| Standard Deviation(%) | NA | 11.67 | NA | NA | NA | NA | NA | … | … | 12.08 | 16.67 | 11.99 | 3.74 |
| Draw Down(%) | NA | 8.80 | NA | NA | NA | NA | NA | … | … | 8.80 | 15.05 | 7.94 | 0.20 |
| Yield(%) | 0.00 | 13.20 | 7.26 | 4.36 | 2.18 | 1.45 | 1.09 | … | … | 0.00 | 13.84 | 5.67 | 2.62 |
Data as of 06/09/2026, Common starting date is 12/27/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARIQX (Aristotle Value Eq I) |
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 |
|---|---|---|---|---|
| ARIQX (Aristotle Value Eq I) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart