PLAHX
Aristotle High Yield Bond-A
$9.26
0.00 (0.00%)
Currency in USD / Last Updated: 4/24/2024
Category | Junk Bonds |
---|---|
Market Cap | 89.42M |
52 Week High | 9.36 |
52 Week Low | 8.443 |
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Key Data
Symbol | PLAHX |
---|---|
Type | Mutual Fund |
Category | Junk Bonds |
Price | 9.26 |
Price Yesterday | 9.26 |
Market Cap | 89.42 |
YTD Return | 0.81% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.0425 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0095 |
Overview
52 Week High | 9.36 |
---|---|
52 Week Low | 8.44 |
Market Cap | 89.42M |
Shares Outstanding | 9.66M |
Income Dividend Yield | 6.26% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 6.26% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 38.81% |
One Months | -10.83% |
Three Months | 4.17% |
Six Months | 18.30% |
Nine Months | 8.25% |
One Year | 8.44% |
Three Years | 1.52% |
Five Years | 3.48% |
Ten Years | 3.47% |
YTD | 2.60% |
Since Inception | 4.09% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.65% |
One Month | -0.99% |
Three Months | 1.03% |
Six Months | 8.69% |
Nine Months | 6.16% |
One Year | 8.43% |
Three Years | 4.61% |
Five Years | 18.60% |
Ten Years | 40.60% |
YTD | 0.81% |
Since Inception | 53.21% |
Yearly Returns
2024 | 0.81% |
---|---|
2023 | 12.33% |
2022 | -10.54% |
2021 | 5.19% |
2020 | 5.65% |
2019 | 14.52% |
2018 | -4.06% |
2017 | 8.38% |
2016 | 14.88% |
2015 | -5.77% |
Risk against SP-DA
Alpha | -2.47% |
---|---|
Beta | 0.29 |
Correlation | 81.81% |
Downside Deviation | 1.33% |
Coefficient of determination | 66.93% |
Standard Deviation | 1.21% |
Sharpe Ratio | -3.84 |
Sortino | -12.09 |
Treynor | 10.6 |
Ulcer Index | 0.99 |
Ulcer Performance Index | -16.26 |