Aristotle Small Cap Equity Fund

Monthly Returns (%)
Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1995 0 0 0 1.65 3.24 2.2 7.14 -0.72 0.22 -7.28 3.88 -9.95 0
1996 1.33 2.21 1.92 2.91 0.76 -4.93 -7.18 8.17 3.89 -1.45 2.8 -6.27 3.1
1997 3.71 -0.93 -5.41 0.08 10.36 5.41 5.84 0.4 5.23 -4.78 -1.34 -7.59 9.8
1998 -2.49 8.5 5.76 1.25 -7.38 -0.21 -8.97 -23.17 7.41 6.9 0.61 7.46 -9.1
1999 3.15 -11.97 -1.78 8.24 2.84 4.96 -0.15 -3.18 0.32 0.08 6.78 7.47 16.1
2000 2.77 12.77 1.71 -1.99 -2.27 5.9 -1.84 10.03 -3.95 -3.37 -11.63 11.9 18.5
2001 8.77 -8.78 -5.16 11.22 2.15 1.82 -2.21 -3.5 -14.74 8.78 8.35 7.84 11.3
2002 -1.12 -3.86 9.46 0.5 -4.66 -11.27 -13.72 2.06 -4.33 6.93 9.3 -6.53 -18.6
2003 -3.96 -2.39 2.55 6.51 9.07 2.8 4.89 5.12 -2.47 10.13 1.76 3.44 43.1
2004 3.95 1.73 -0.79 -2.64 0.54 3.78 -6.43 -1.74 2.9 3.5 7.5 2.28 14.7
2005 -2.7 0.39 -3.07 -5.23 5.02 3.98 6.43 -1.37 2.26 -3.14 6.26 -0.82 7.4
2006 9.38 0.16 4.89 0.54 -4.56 -0.32 -3.82 2.79 2.06 3.79 3.8 -0.97 18.3
2007 1.44 -0.53 -0.53 2.23 2.62 -1.62 -5.97 1.29 1.82 3.21 -8.56 -0.97 -6.1
2008 -8.32 -4.2 -0.12 5.1 4.97 -8.49 1.06 3.95 -8.5 -18.83 -12.65 8.1 -34.8
2009 -8.29 -9.57 10.77 14.93 4.08 0.73 9.51 0.92 5.61 -6.17 2.63 9.74 36.5
2010 -5.02 3.08 6.56 5.71 -7.1 -8.44 4.86 -7.48 12.97 5.34 3.34 8.98 22
2011 -1.82 5.46 3.33 3.22 -1.73 -2.82 -4.36 -10.54 -11.04 16.59 0.31 3.53 -2.8
2012 5.6 3.66 2.7 -3.17 -7.2 4.33 -2.03 4.34 2.65 -3.41 0.57 3.48 11.2
2013 5.75 0.11 4.24 -2.29 2.77 -0.42 7.61 -3.39 5.12 4.1 2.66 1.71 31.1
2014 -4.5 4.61 0 -3.01 1.03 3.27 0 0 0 0 0 0 1.1
2015 0 0 0 0 0 0 0 0 0 0 0 -5.14 -4.4
2016 -7.15 -0.45 7.74 1.66 1.74 -1.01 4.98 0.58 0.48 -4.6 10.74 3.51 18.3
2017 0.97 3.3 0.25 2.43 -1.23 3.4 1.52 -1.26 6.8 -0.6 1.88 -0.66 17.8
2018 3.27 -4.3 0.63 0.94 4.74 1.19 2.05 4.38 -2.06 -10.11 1.56 -13.52 -12.4
2019 11.45 4.51 -2.72 4.77 -7.61 7.64 -1.5 -4.64 3.44 0.57 3.15 1.41 20.7
2020 1.77 4.35 1.22 5.74 16.36 -21.8 -9.98 -4.86 -6.59 3.94 15.58 7.89 7.3
2021 -1.81 6.95 6.6 2.7 0.94 0 -1.36 1.76 -2.84 3.24 -2.71 1.2 15
2022 -6.69 0.8 0.27 -8.02 1.95 -6.72 10.24 -3.71 -8.57 13.75 3.71 -9.47 -14.5
2023 7.46 -1.63 -4.64 -2.61 -3.28 7.32 3.3 -3.82 -5.27 -4.35 0 0 -8.3
2024 0 0 4.24 -6.87 12.2