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Aristotle Core Income A (PLIAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.57+0.05 (+0.53%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.40%
5-year average return1.19%
Number of years up9
Number of years down4
Best 1-yr total return (30 May 2024)11.00%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return11.00%
Worst 3-yr total return-2.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPLIAXCategory
YTD-1.91%-0.61%
1-month-1.92%0.77%
3-month-1.94%1.99%
1-year1.12%3.06%
3-year-2.00%5.69%
5-year1.14%3.75%
10-year1.85%3.84%
Last bull market8.33%4.61%
Last bear market-6.50%1.87%

Annual total return (%) history

Year
PLIAXCategory
2024
N/AN/A
2023
7.94%N/A
2022
-12.44%N/A
2021
-0.42%N/A
2020
8.39%8.06%
2019
11.00%8.94%
2018
-1.94%-0.61%
2017
4.81%4.27%
2016
4.98%3.86%
2015
-0.92%-0.45%
2014
4.41%5.42%
2013
0.87%-0.90%
2012
9.48%7.76%
2011
7.95%6.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.01%N/AN/AN/A
20233.93%-0.07%-2.45%6.54%
2022-5.31%-6.50%-3.80%2.82%
2021-2.69%2.18%0.09%0.06%
2020-2.61%6.74%1.91%2.31%
20194.44%3.25%2.38%0.54%
2018-1.51%-0.54%1.08%-0.96%
20171.15%1.62%1.31%0.65%
20162.87%2.62%1.45%-1.97%
20152.20%-1.31%-1.16%-0.61%
20142.44%2.36%-0.55%0.13%
20131.04%-3.06%1.28%1.68%
20122.30%2.20%3.17%1.50%
20112.46%2.25%0.00%3.04%

Rank in category (by total return)

YTD18
1-month11
3-month14
1-year19
3-year11
5-year9

Load adjusted returns

1-year-3.17%
3-year-3.40%
5-year0.27%
10-year1.41%