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Aristotle High Yield Bond I (PLHIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.140.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.78%
5-year average return4.08%
Number of years up9
Number of years down3
Best 1-yr total return (30 May 2024)17.55%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return17.55%
Worst 3-yr total return0.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPLHIXCategory
YTD0.87%3.62%
1-month-1.00%1.08%
3-month0.72%2.50%
1-year8.35%14.69%
3-year1.70%6.16%
5-year3.68%6.21%
10-year3.71%5.48%
Last bull market10.04%11.96%
Last bear market-10.07%-7.27%

Annual total return (%) history

Year
PLHIXCategory
2024
N/AN/A
2023
12.47%N/A
2022
-10.20%N/A
2021
5.51%N/A
2020
5.88%4.91%
2019
14.84%12.62%
2018
-3.76%-2.59%
2017
8.51%6.47%
2016
15.20%13.30%
2015
-5.50%-4.01%
2014
0.12%1.11%
2013
7.75%6.90%
2012
17.55%14.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.89%N/AN/AN/A
20233.45%1.79%0.40%6.39%
2022-4.32%-10.07%-1.19%5.61%
20211.15%2.55%0.79%0.92%
2020-14.16%9.74%5.44%6.60%
20197.57%2.72%1.49%2.41%
2018-0.72%0.73%2.16%-5.81%
20172.65%1.90%2.61%1.10%
20162.36%4.38%5.43%2.26%
20152.44%0.28%-5.35%-2.81%
20142.88%1.91%-2.40%-2.16%
20132.91%-1.74%2.29%4.17%
20125.93%1.71%4.93%3.98%

Rank in category (by total return)

YTD44
1-month70
3-month39
1-year52
3-year38
5-year30

Load adjusted returns

1-year8.35%
3-year1.70%
5-year3.68%
10-year3.71%