Advertisement
U.S. markets closed

Aristotle Short Duration Income I (PLSDX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
10.11-0.01 (-0.10%)
At close: 08:05AM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.30%
5-Year Average Return2.47%
Number of Years Up11
Number of Years Down1
Best 1 Yr Total Return (Feb 19, 2024)6.93%
Worst 1 Yr Total Return (Feb 19, 2024)N/A
Best 3-Yr Total Return6.93%
Worst 3-Yr Total Return0.42%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPLSDXCategory
YTD0.49%0.44%
1-Month0.49%0.02%
3-Month3.64%0.56%
1-Year5.85%2.65%
3-Year1.39%3.38%
5-Year2.57%2.40%
10-Year2.16%2.01%
Last Bull Market1.64%2.63%
Last Bear Market-1.63%-0.33%

Annual Total Return (%) History

Year
PLSDXCategory
2023
6.68%N/A
2022
-2.81%N/A
2021
0.17%N/A
2020
4.03%3.81%
2019
5.75%4.72%
2018
0.75%0.92%
2017
2.62%1.73%
2016
2.92%2.08%
2015
0.88%0.19%
2014
0.99%1.07%
2013
2.69%0.45%
2012
6.93%3.67%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20231.77%0.56%1.06%3.14%
2022-2.13%-1.63%-0.62%1.58%
2021-0.28%0.64%0.16%-0.34%
2020-3.19%4.72%1.31%1.28%
20192.36%1.58%0.98%0.72%
2018-0.33%0.49%0.87%-0.28%
20170.84%0.74%0.74%0.27%
20161.19%1.16%0.69%-0.15%
20151.53%0.16%-0.59%-0.22%
20140.82%0.95%-0.48%-0.30%
20131.30%-1.56%1.75%1.21%
20122.09%1.16%2.47%1.05%

Rank In Category (By Total Return)

YTD54
1-Month54
3-Month54
1-Year12
3-Year9
5-Year11

Load Adjusted Returns

1-Year5.85%
3-Year1.39%
5-Year2.57%
10-Year2.16%