Aristotle Funds Financial Statements From 2010 to 2024
| ARIBX Fund | USD 15.44 0.53 3.32% |
Check Aristotle Funds financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Aristotle Funds' main balance sheet or income statement drivers, such as , as well as many indicators such as . Aristotle financial statements analysis is a perfect complement when working with Aristotle Funds Valuation or Volatility modules.
Aristotle |
Aristotle Funds Series Mutual Fund Five Year Return Analysis
Aristotle Funds' Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Aristotle Funds Five Year Return | 4.12 % |
Most of Aristotle Funds' fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Aristotle Funds Series is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
According to the company disclosure, Aristotle Funds Series has a Five Year Return of 4.12%. This is much higher than that of the Aristotle Funds family and significantly higher than that of the Small Blend category. The five year return for all United States funds is notably lower than that of the firm.
Aristotle Funds Series Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Aristotle Funds's current stock value. Our valuation model uses many indicators to compare Aristotle Funds value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Aristotle Funds competition to find correlations between indicators driving Aristotle Funds's intrinsic value. More Info.Aristotle Funds Series is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 0.29 of Year To Date Return per Annual Yield. The ratio of Annual Yield to Year To Date Return for Aristotle Funds Series is roughly 3.40 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Aristotle Funds' earnings, one of the primary drivers of an investment's value.About Aristotle Funds Financial Statements
Aristotle Funds investors use historical fundamental indicators, such as Aristotle Funds' revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Aristotle Funds. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of small capitalization companies. The fund adviser defines a small cap company as one that, at the time of initial purchase, has a market capitalization that falls within the capitalization range of the Russell 2000 Index, an index that tracks stocks of 2,000 of the smallest publicly traded U.S. companies of the Russell 3000 Index.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Aristotle Mutual Fund
Aristotle Funds financial ratios help investors to determine whether Aristotle Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Aristotle with respect to the benefits of owning Aristotle Funds security.
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