Aristotle Growth One Year Return vs. Year To Date Return

AIGGX Fund   15.45  0.15  0.98%   
Considering the key profitability indicators obtained from Aristotle Growth's historical financial statements, Aristotle Growth Equity may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Aristotle Growth's ability to earn profits and add value for shareholders.
For Aristotle Growth profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Aristotle Growth to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Aristotle Growth Equity utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Aristotle Growth's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Aristotle Growth Equity over time as well as its relative position and ranking within its peers.
  
Check out Trending Equities.
Please note, there is a significant difference between Aristotle Growth's value and its price as these two are different measures arrived at by different means. Investors typically determine if Aristotle Growth is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Aristotle Growth's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Aristotle Growth Equity Year To Date Return vs. One Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Aristotle Growth's current stock value. Our valuation model uses many indicators to compare Aristotle Growth value to that of its competitors to determine the firm's financial worth.
JavaScript chart by amCharts 3.21.15AIGGX 00.51.01.52.02.53.03.5 05101520
Aristotle Growth Equity is the top fund in one year return among similar funds. It also is the top fund in year to date return among similar funds creating about  0.15  of Year To Date Return per One Year Return. The ratio of One Year Return to Year To Date Return for Aristotle Growth Equity is roughly  6.83 . 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 Growth's earnings, one of the primary drivers of an investment's value.

Aristotle Year To Date Return vs. One Year Return

One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

Aristotle Growth

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
21.16 %
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

Aristotle Growth

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
3.10 %
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.

Aristotle Growth Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Aristotle Growth, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Aristotle Growth will eventually generate negative long term returns. The profitability progress is the general direction of Aristotle Growth's change in net profit over the period of time. It can combine multiple indicators of Aristotle Growth, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities. Its investments in equity securities may include common stocks, preferred stocks, convertible preferred stocks, depository receipts, shares of publicly traded REITs, warrants and rights. Its investments in depository receipts may include American, European and Global Depository Receipts.

Aristotle Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Aristotle Growth. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Aristotle Growth position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Aristotle Growth's important profitability drivers and their relationship over time.

Use Aristotle Growth in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Aristotle Growth position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Aristotle Growth will appreciate offsetting losses from the drop in the long position's value.

Aristotle Growth Pair Trading

Aristotle Growth Equity Pair Trading Analysis

The ability to find closely correlated positions to Aristotle Growth could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Aristotle Growth when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Aristotle Growth - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Aristotle Growth Equity to buy it.
The correlation of Aristotle Growth is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Aristotle Growth moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Aristotle Growth Equity moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Aristotle Growth can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Aristotle Growth position

In addition to having Aristotle Growth in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Penny Thematic Idea Now

Penny
Penny Theme
Solid stocks, funds or ETFs with below average market capitalization and typicl daily price below 2. The Penny theme has 56 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Penny Theme or any other thematic opportunities.
View All  Next Launch

Other Information on Investing in Aristotle Mutual Fund

To fully project Aristotle Growth's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Aristotle Growth Equity at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Aristotle Growth's income statement, its balance sheet, and the statement of cash flows.
Potential Aristotle Growth investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Aristotle Growth investors may work on each financial statement separately, they are all related. The changes in Aristotle Growth's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Aristotle Growth's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Portfolio Analyzer
Portfolio analysis module that provides access to portfolio diagnostics and optimization engine
Risk-Return Analysis
View associations between returns expected from investment and the risk you assume
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital

Trending Assets

ARABX
Aristotle Funds Series
14.78  0.09  0.61 
ARALX
Aristotle Funds Series
14.21  0.12  0.85 
ARAHX
Aristotle Funds Series
6.91  0.05  0.73 
ARILX
Aristotle Funds Series
14.42  0.15  1.05