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Aristotle Core Income C (PLNCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.56+0.05 (+0.53%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.78%
5-year average return0.41%
Number of years up8
Number of years down4
Best 1-yr total return (30 May 2024)10.17%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return10.17%
Worst 3-yr total return-2.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPLNCXCategory
YTD-2.22%-0.61%
1-month-2.08%0.77%
3-month-2.21%1.99%
1-year0.26%3.06%
3-year-2.74%5.69%
5-year0.38%3.75%
10-year1.09%3.84%
Last bull market8.09%4.61%
Last bear market-6.68%1.87%

Annual total return (%) history

Year
PLNCXCategory
2024
N/AN/A
2023
7.09%N/A
2022
-13.01%N/A
2021
-1.26%N/A
2020
7.67%8.06%
2019
10.17%8.94%
2018
-2.76%-0.61%
2017
4.12%4.27%
2016
4.19%3.86%
2015
-1.66%-0.45%
2014
3.65%5.42%
2013
0.04%-0.90%
2012
8.72%7.76%
2011
N/A6.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.15%N/AN/AN/A
20233.63%-0.15%-2.74%6.41%
2022-5.49%-6.68%-3.89%2.62%
2021-2.96%2.07%-0.19%-0.13%
2020-2.79%6.54%1.72%2.20%
20194.25%3.06%2.18%0.36%
2018-1.69%-0.72%0.79%-1.15%
20170.97%1.43%1.12%0.55%
20162.67%2.43%1.35%-2.25%
20152.02%-1.50%-1.35%-0.80%
20142.25%2.17%-0.73%-0.06%
20130.87%-3.32%1.08%1.48%
20122.14%1.93%3.08%1.31%
2011-0.15%2.78%N/AN/A

Rank in category (by total return)

YTD27
1-month15
3-month22
1-year36
3-year22
5-year40

Load adjusted returns

1-year-0.71%
3-year-2.74%
5-year0.38%
10-year1.09%