Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARRBX (Aristotle Funds Series Trust – Small Cap Equity Fund II) | 12.73% | 19.35% | 9.54% | NA | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 05/12/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARRBX (Aristotle Funds Series Trust – Small Cap Equity Fund II) | 05/12/2023 | 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 (%) | 3.86 | 19.35 | 9.54 | NA | NA | NA | NA | … | … | 12.73 | 0.53 | 8.02 | 12.56 |
| Sharpe Ratio | NA | 1.03 | 0.35 | NA | NA | NA | NA | … | … | 1.64 | -0.12 | 0.25 | 1.02 |
| Standard Deviation(%) | NA | 16.20 | 17.98 | NA | NA | NA | NA | … | … | 17.12 | 20.10 | 17.43 | 16.45 |
| Draw Down(%) | NA | 10.31 | 24.33 | NA | NA | NA | NA | … | … | 10.31 | 21.96 | 7.83 | 13.73 |
| Yield(%) | 0.00 | 6.61 | 2.85 | 1.79 | 0.90 | 0.60 | 0.45 | … | … | 0.00 | 6.30 | 1.25 | 0.02 |
Data as of 06/12/2026, Common starting date is 05/12/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARRBX (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 |
|---|---|---|---|---|
| ARRBX (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