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Nasdaq - Delayed Quote USD

Aristotle Core Income I-2 (PLIDX)

9.70
0.00
(0.00%)
At close: April 4 at 8:01:58 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.57%
5y Average Return 2.34%
Number of Years Up 8
Number of Years Down 4
Best 1Y Total Return (Apr 3, 2025) 11.30%
Worst 1Y Total Return (Apr 3, 2025) --
Best 3Y Total Return 11.30%
Worst 3Y Total Return -1.70%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PLIDX
Category
YTD
2.15%
-0.61%
1-Month
-0.19%
0.77%
3-Month
2.15%
1.99%
1-Year
4.89%
3.06%
3-Year
1.78%
5.69%
5-Year
2.16%
3.75%
10-Year
2.47%
3.84%
Last Bull Market
6.39%
4.61%
Last Bear Market
-6.42%
1.87%

Annual Total Return (%) History

Year
PLIDX
Category
2025
--
--
2024
2.77%
--
2023
8.34%
--
2022
-12.15%
--
2021
-0.21%
--
2020
8.79%
8.06%
2019
11.30%
8.94%
2018
-1.73%
-0.61%

2017
5.22%
4.27%
2016
5.24%
3.86%
2015
-0.67%
-0.45%
2014
4.67%
5.42%
2013
1.05%
-0.90%
2012
--
7.76%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.15% -- -- --
2024 0.08% 0.44% 4.72% -2.37%
2023 3.99% 0.12% -2.47% 6.70%
2022 -5.23% -6.42% -3.62% 2.78%
2021 -2.61% 2.25% 0.17% 0.05%
2020 -2.53% 6.90% 1.98% 2.38%
2019 4.50% 3.32% 2.45% 0.62%
2018 -1.44% -0.47% 1.06% -0.88%
2017 1.22% 1.69% 1.38% 0.82%
2016 2.92% 2.68% 1.60% -1.99%

2015 2.26% -1.25% -1.10% -0.54%
2014 2.50% 2.42% -0.39% 0.10%
2013 1.02% -3.00% 1.35% 1.74%
2012 3.19% 1.65% -- --

Rank in Category (By Total Return)

YTD 89
1-Month 66
3-Month 89
1-Year 70
3-Year 15
5-Year 11

Load Adjusted Returns

1-Year 4.89%
3-Year 1.78%
5-Year 2.16%
10-Year 2.47%

Performance & Risk

YTD Return 2.57%
5y Average Return 2.34%
Rank in Category (ytd) 89
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Aristotle Funds
Net Assets 3.15B
YTD Return 2.15%
Yield 4.89%
Morningstar Rating
Inception Date Dec 31, 2010

Fund Summary

The fund invests principally in income producing debt instruments. It will generally invest at least 60% of its assets in investment grade debt instruments, including corporate debt securities, asset-backed securities, mortgage-related securities, U.S. government securities and agency securities. The fund may invest up to 35% of its assets in non-investment grade (high yield/high risk, sometimes called "junk bonds") debt instruments and floating rate senior loans.

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