Nasdaq - Delayed Quote • USD
Aristotle Portfolio Optimization ModCnsC (POBCX)
At close: 8:00 PM EDT
Fund Summary
The fund is a "fund of funds" that seeks to achieve its investment goal by investing in a combination of underlying funds. The fund's exposure to the debt is expected to be within 50-70%; the fund's exposure to the equity is expected to be within 30-50%. It may invest a significant portion of its assets in any single underlying fund. The advisor expects to be as fully invested as practical, although it may maintain liquidity reserves to meet redemption requests.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 21.63% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 16 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 0.11% |
| 5y Average Return | 2.86% |
| Rank in Category (ytd) | 61 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.83 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| POBCX | Category Average | POBCX | Category Average | POBCX | Category Average | |
| Alpha | -3.08 | -0.01 | -2.11 | -0.01 | -1.83 | -0 |
| BETA | 0.83 | 0.01 | 0.85 | 0.01 | 0.85 | 0.01 |
| Mean Annual Return | 0.02 | 0.01 | 0.35 | 0.01 | 0.31 | 0.01 |
| R-squared | 98.25 | 0.92 | 97.51 | 0.91 | 97.32 | 0.91 |
| Standard Deviation | 10.42 | 0.1 | 10.7 | 0.08 | 8.5 | 0.07 |
| Sharpe Ratio | -0.26 | 0.01 | 0.19 | 0.01 | 0.26 | 0.01 |
| Treynor Ratio | -3.97 | 0.09 | 1.76 | 0.08 | 2.24 | 0.07 |
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