Aristotle Funds Competition

Mutual Funds . USA . 
Fund . Aristotle Funds Series
ARIHX Fund   9.27  0.16  1.70%   
Aristotle Funds Series competes with Aristotle International, Aristotle Funds, Aristotle/saul Global, Aristotle Value, and Wilmington Intermediate-ter; as well as few others. The fund is listed under Small Blend category and is part of Aristotle Funds family. Analyzing Aristotle Funds competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Aristotle Funds to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Aristotle Funds Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Aristotle Funds competition on your existing holdings.
  
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Hype
Prediction
LowEstimatedHigh
8.199.2710.35
Details
Intrinsic
Valuation
LowRealHigh
8.119.1910.27
Details
Naive
Forecast
LowNextHigh
8.039.1110.19
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
9.179.329.47
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Aristotle Funds. Your research has to be compared to or analyzed against Aristotle Funds' peers to derive any actionable benefits. When done correctly, Aristotle Funds' competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Aristotle Funds Series.

Aristotle Funds Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Aristotle Funds and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Aristotle and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Aristotle Funds Series does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
ARIFX
+ 1.0
ARAFX
ARIHX
+ 1.0
ARAHX
ARRQX
+ 1.0
ARIQX
PLEDX
+ 1.0
PLEBX
ARRBX
+ 0.96
ARAHX
ARRBX
+ 0.96
ARIHX
  
High negative correlations   
PLEDX
- 0.58
ARIHX
PLEBX
- 0.58
ARIHX
PLEBX
- 0.58
ARAHX
PLEDX
- 0.57
ARAHX
PLEDX
- 0.47
ARRBX
PLEBX
- 0.47
ARRBX

Risk-Adjusted Indicators

There is a big difference between Aristotle Mutual Fund performing well and Aristotle Funds Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Aristotle Funds' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
ARAFX  0.58 (0.07) 0.00 (0.05) 0.00 
 0.00 
 1.57 
(1.10)
 3.99 
ARAHX  0.74  0.10 (0.01) 1.31  0.82 
(0.86)
 1.75 
(1.37)
 6.16 
ARIOX  0.52 (0.09) 0.00 (0.04) 0.00 
 0.00 
 1.16 
(1.08)
 3.39 
ARIQX  0.54 (0.03)(0.06) 0.09  0.55 
(0.63)
 1.24 
(1.07)
 3.74 
ARIFX  0.58 (0.07) 0.00 (0.05) 0.00 
 0.00 
 1.63 
(1.11)
 3.97 
ARIHX  0.74  0.10 (0.01) 1.48  0.76 
(0.84)
 1.76 
(1.29)
 6.01 
ARRBX  0.79  0.07 (0.04) 1.45  0.84 
(0.90)
 1.76 
(1.39)
 7.08 
ARRQX  0.55 (0.03)(0.06) 0.09  0.52 
(0.63)
 1.28 
(1.08)
 3.55 
PLEBX  0.22 (0.04) 0.00 (0.65) 0.00 
 0.00 
 0.46 
(0.57)
 1.16 
PLEDX  0.22 (0.04) 0.00 (0.70) 0.00 
 0.00 
 0.46 
(0.57)
 1.16 
All Fundamental Data

Aristotle Funds Competitive Analysis

The better you understand Aristotle Funds competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Aristotle Funds' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Aristotle Funds' competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
ARIHX ARAFX ARAHX ARIOX ARIQX ARIFX ARRBX ARRQX PLEBX PLEDX
 1.70 
 9.27 
Aristotle
 0.47 
 10.73 
Aristotle
 1.76 
 7.83 
Aristotle
 0.71 
 15.63 
Aristotle/saul
 0.81 
 11.21 
Aristotle
 0.52 
 11.51 
Wilmington
 1.72 
 15.39 
Aristotle
 0.82 
 23.33 
Aristotle
 0.23 
 8.63 
Pacific
 0.23 
 8.63 
Pacific
Market Volatility
(90 Days Market Risk)
Not too volatile
Very steady
Not too volatile
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
OK
Very Weak
OK
Very Weak
OK
Very Weak
Insignificant
OK
Very Weak
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Hold
Hold
Hold
Strong Hold
Strong Hold
Hold
Cautious Hold
Strong Hold
Cautious Hold
Cautious Hold
Cash Position Weight
N/A
N/A
N/A
N/A
N/A
6.41
N/A
N/A
1.22
3.57
Three Year Return
N/A
N/A
N/A
N/A
N/A
7.82
N/A
N/A
N/A
N/A
Net Asset
42.71 M
622.22 M
42.71 M
54.12 M
677.18 M
555.13 M
207.3 M
677.18 M
24.74 M
28.99 M
Annual Yield
0.0102
N/A
0.0099
N/A
N/A
0.002
1.0E-4
N/A
N/A
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
1000 K
N/A
N/A
N/A
N/A
Five Year Return
N/A
N/A
N/A
N/A
N/A
6.77
N/A
N/A
N/A
N/A
One Year Return
N/A
N/A
N/A
N/A
N/A
6.33
N/A
N/A
N/A
N/A
Last Dividend Paid
N/A
N/A
N/A
N/A
N/A
0.02
N/A
N/A
0.01
0.01
Bond Positions Weight
N/A
N/A
N/A
N/A
N/A
93.59
N/A
N/A
18.49
93.49
Ten Year Return
N/A
N/A
N/A
N/A
N/A
5.48
N/A
N/A
N/A
N/A
Day Typical Price
9.27
10.73
7.83
15.63
11.21
11.51
15.39
23.33
8.63
8.63
Daily Balance Of Power
(9,223,372,036,855)
9.2 T
(9,223,372,036,855)
9.2 T
9.2 T
9.2 T
(9,223,372,036,855)
9.2 T
(9,223,372,036,855)
(9,223,372,036,855)
Period Momentum Indicator
(0.16)
0.05
(0.14)
0.11
0.09
0.06
(0.27)
0.19
(0.02)
(0.02)
Rate Of Daily Change
0.98
1.0
0.98
1.01
1.01
1.01
0.98
1.01
1.0
1.0
Day Median Price
9.27
10.73
7.83
15.63
11.21
11.51
15.39
23.33
8.63
8.63
Price Action Indicator
(0.08)
0.025
(0.07)
0.055
0.045
0.03
(0.13)
0.095
(0.01)
(0.01)
Relative Strength Index
14.69
11.18
15.41
10.35
11.12
11.57
14.81
11.61
27.96
27.93
Coefficient Of Variation
896.6
(7,007)
909.33
(6,089)
848.75
(8,882)
1331.14
842.47
(1,122)
(1,117)
Mean Deviation
0.7444
0.5774
0.7403
0.5163
0.543
0.5809
0.7869
0.5474
0.2236
0.2201
Jensen Alpha
0.1004
(0.07)
0.0981
(0.09)
(0.03)
(0.07)
0.0722
(0.03)
(0.04)
(0.04)
Total Risk Alpha
(0.06)
(0.14)
(0.06)
(0.13)
(0.04)
(0.14)
(0.11)
(0.04)
(0.08)
(0.08)
Sortino Ratio
(0.01)
N/A
(0.01)
N/A
(0.06)
N/A
(0.04)
(0.06)
N/A
N/A
Downside Variance
0.9164
N/A
0.9863
N/A
0.4794
N/A
0.9486
0.4628
N/A
N/A
Standard Deviation
1.07
0.7768
1.07
0.6828
0.7299
0.7815
1.18
0.7311
0.2884
0.287
Kurtosis
4.75
0.7403
4.97
0.288
1.6
0.7816
7.22
1.27
(0.18)
(0.13)
Potential Upside
1.76
1.57
1.75
1.16
1.24
1.63
1.76
1.28
0.4582
0.4582
Treynor Ratio
1.48
(0.05)
1.31
(0.04)
0.0896
(0.05)
1.45
0.0904
(0.65)
(0.70)
Maximum Drawdown
6.01
3.99
6.16
3.39
3.74
3.97
7.08
3.55
1.16
1.16
Variance
1.14
0.6034
1.15
0.4662
0.5327
0.6107
1.4
0.5345
0.0831
0.0823
Market Risk Adjusted Performance
1.49
(0.04)
1.32
(0.03)
0.0996
(0.04)
1.46
0.1004
(0.64)
(0.69)
Risk Adjusted Performance
0.0884
(0.01)
0.0872
(0.01)
0.0899
(0.01)
0.0611
0.0905
(0.08)
(0.09)
Skewness
0.9754
0.2885
1.03
0.0401
0.5472
0.3684
1.5
0.4879
(0.16)
(0.16)
Semi Deviation
0.7571
N/A
0.8243
N/A
0.5485
N/A
0.8391
0.5178
N/A
N/A
Information Ratio
(0.01)
(0.18)
(0.01)
(0.21)
(0.06)
(0.18)
(0.04)
(0.06)
(0.54)
(0.55)
Value At Risk
(1.29)
(1.10)
(1.38)
(1.08)
(1.07)
(1.11)
(1.39)
(1.08)
(0.57)
(0.57)
Expected Short fall
(0.84)
N/A
(0.86)
N/A
(0.63)
N/A
(0.90)
(0.63)
N/A
N/A
Downside Deviation
0.9573
N/A
0.9931
N/A
0.6924
N/A
0.974
0.6803
N/A
N/A
Semi Variance
0.5731
N/A
0.6795
N/A
0.3008
N/A
0.7042
0.2681
N/A
N/A

Aristotle Funds Competition Performance Charts

Five steps to successful analysis of Aristotle Funds Competition

Aristotle Funds' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Aristotle Funds Series in relation to its competition. Aristotle Funds' competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Aristotle Funds in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Aristotle Funds' competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Aristotle Funds Series, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Aristotle Funds position

In addition to having Aristotle Funds 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 Aggressive Funds Thematic Idea Now

Aggressive Funds
Aggressive Funds Theme
Funds or Etfs that attempt to achieve high capital gains by investing in companies with high growth potential and above average risk. The Aggressive Funds theme has 45 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 Aggressive Funds Theme or any other thematic opportunities.
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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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