Nasdaq - Delayed Quote • USD
Aristotle Strategic Income A (PLSTX)
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
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
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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