Nasdaq - Delayed Quote USD
Aristotle High Yield Bond I-2 (PLHYX)
9.07
+0.02
+(0.22%)
At close: April 11 at 8:01:58 PM EDT
Fund Summary
Under normal circumstances, the fund invests at least 80% of its assets in non-investment grade (high yield/high risk, sometimes called "junk bonds") debt instruments or in instruments with characteristics of non-investment grade debt instruments. It invests principally in instruments that have intermediate to long terms to maturity. Debt instruments in which the fund invests focus on corporate bonds and notes, but may also include floating rate loans, and may also be of foreign issuers that are denominated in U.S. dollars.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 15.15% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -2.16% |
| 5y Average Return | 5.99% |
| Rank in Category (ytd) | 93 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.86 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PLHYX | Category Average | PLHYX | Category Average | PLHYX | Category Average | |
| Alpha | 3.28 | 0.03 | 7.19 | 0.04 | 3.01 | 0.04 |
| BETA | 0.86 | 0.01 | 0.91 | 0 | 0.75 | 0 |
| Mean Annual Return | 0.38 | 0.01 | 0.61 | 0.01 | 0.39 | 0 |
| R-squared | 61.15 | 0.04 | 55.05 | 0.05 | 22.76 | 0.04 |
| Standard Deviation | 8.51 | 0.09 | 7.73 | 0.07 | 7.88 | 0.07 |
| Sharpe Ratio | 0.01 | 0.01 | 0.58 | 0.01 | 0.35 | 0.01 |
| Treynor Ratio | -0.35 | 0.11 | 4.85 | 0.11 | 3.31 | 0.12 |
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