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Aristotle Strategic Income A (PLSTX)

10.48 -0.01 (-0.10%)
At close: June 14 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.42%
5y Average Return 3.90%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Jun 13, 2024) 13.33%
Worst 1Y Total Return (Jun 13, 2024) --
Best 3Y Total Return 13.33%
Worst 3Y Total Return 0.61%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PLSTX
Category
YTD
1.64%
1.94%
1-Month
1.24%
0.65%
3-Month
1.64%
2.15%
1-Year
8.66%
9.23%
3-Year
1.05%
5.23%
5-Year
3.92%
4.63%
10-Year
3.48%
4.32%
Last Bull Market
9.33%
8.16%
Last Bear Market
-7.87%
-3.23%

Annual Total Return (%) History

Year
PLSTX
Category
2024
--
--
2023
10.84%
--
2022
-9.87%
--
2021
3.28%
--
2020
9.42%
4.84%
2019
13.33%
9.80%
2018
-3.01%
-1.52%
2017
6.59%
6.07%

2016
11.03%
7.52%
2015
-3.14%
-2.18%
2014
1.66%
3.63%
2013
7.27%
1.87%
2012
--
11.71%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.29% -- -- --
2023 3.64% 1.18% -0.60% 6.34%
2022 -4.29% -7.87% -1.96% 4.25%
2021 0.16% 2.32% 0.42% 0.36%
2020 -10.77% 11.41% 3.92% 5.91%
2019 5.99% 3.10% 2.01% 1.67%
2018 -0.62% 0.12% 1.62% -4.07%
2017 1.90% 1.29% 1.95% 1.28%
2016 3.03% 4.05% 3.61% -0.03%
2015 2.00% 0.10% -3.56% -1.64%

2014 2.83% 2.32% -1.75% -1.66%
2013 2.85% -2.33% 2.94% 3.73%
2012 5.01% 4.44% -- --

Rank in Category (By Total Return)

YTD 42
1-Month 65
3-Month 24
1-Year 26
3-Year 23
5-Year 11

Load Adjusted Returns

1-Year 4.04%
3-Year -0.40%
5-Year 3.02%
10-Year 3.04%

Performance & Risk

YTD Return 2.42%
5y Average Return 3.90%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

Fund Overview

Category Multisector Bond
Fund Family Aristotle Funds
Net Assets 2.83B
YTD Return 1.64%
Yield 5.41%
Morningstar Rating
Inception Date Jun 29, 2012

Fund Summary

The fund invests principally in income producing debt instruments. Its allocations to non-investment grade debt instruments and investment grade debt instruments will change based on the sub-adviser’s view of market conditions and, as a result, may range from up to 70% of the fund’s assets in non-investment grade debt instruments and floating rate loans to up to 65% of the fund’s assets in investment grade debt instruments, including corporate debt securities, asset-backed securities, mortgage-related securities, U.S. government securities and agency securities.

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