Aristotle Funds Series Fund Manager Performance Evaluation
| PLUAX Fund | 10.16 0.01 0.1% |
The fund shows a Beta (market volatility) of 0.0, which signifies not very significant fluctuations relative to the market. the returns on MARKET and Aristotle Funds are completely uncorrelated.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Aristotle Funds Series are ranked lower than 19 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Aristotle Funds is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | The first-ever 3x levered bitcoin funds are launching in Europe next week. The timing couldnt be worse. - MarketWatch | 11/21/2025 |
Aristotle |
Aristotle Funds Relative Risk vs. Return Landscape
If you would invest 1,006 in Aristotle Funds Series on November 4, 2025 and sell it today you would earn a total of 10.00 from holding Aristotle Funds Series or generate 0.99% return on investment over 90 days. Aristotle Funds Series is currently producing 0.0162% returns and takes up 0.0656% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Aristotle, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Aristotle Funds Current Valuation
Fairly Valued
Today
Please note that Aristotle Funds' price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the entity is fairly valued. Aristotle Funds Series shows a prevailing Real Value of USD10.1 per share. The current price of the fund is USD10.16. Our model approximates the value of Aristotle Funds Series from analyzing the entity technical indicators and probability of bankruptcy. In general, investors favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Aristotle Funds is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aristotle Mutual Fund. However, Aristotle Funds' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 10.16 | Real 10.1 | Hype 10.16 | Naive 10.15 |
The intrinsic value of Aristotle Funds' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Aristotle Funds' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Aristotle Funds Series helps investors to forecast how Aristotle mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Aristotle Funds more accurately as focusing exclusively on Aristotle Funds' fundamentals will not take into account other important factors: Aristotle Funds Target Price Odds to finish over Current Price
The tendency of Aristotle Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 10.16 | 90 days | 10.16 | about 8.93 |
Based on a normal probability distribution, the odds of Aristotle Funds to move above the current price in 90 days from now is about 8.93 (This Aristotle Funds Series probability density function shows the probability of Aristotle Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Aristotle Funds has the beta coefficient that is very close to zero indicating the returns on DOW JONES INDUSTRIAL and Aristotle Funds do not appear to be sensitive. Additionally It does not look like Aristotle Funds' alpha can have any bearing on the current valuation. Aristotle Funds Price Density |
| Price |
Predictive Modules for Aristotle Funds
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Aristotle Funds Series. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Aristotle Funds Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Aristotle Funds is not an exception. The market had few large corrections towards the Aristotle Funds' value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Aristotle Funds Series, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Aristotle Funds within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.00 | |
β | Beta against Dow Jones | 0.00 | |
σ | Overall volatility | 0.04 | |
Ir | Information ratio | -0.3 |
Aristotle Funds Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Aristotle Funds for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Aristotle Funds Series can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains all of the assets in different exotic instruments |
Aristotle Funds Fundamentals Growth
Aristotle Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Aristotle Funds, and Aristotle Funds fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Aristotle Mutual Fund performance.
About Aristotle Funds Performance
Evaluating Aristotle Funds' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aristotle Funds has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Aristotle Funds has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund primarily invests in investment grade, U.S. dollar-denominated short-term fixed and floating rate debt securities, including corporate debt securities, mortgage-related securities, asset-backed securities, U.S. government securities and agency securities and money market instruments such as commercial paper, certificates of deposit, time deposits, deposit notes and bank notes. The weighted average duration of this fund will vary based on the sub-advisers market forecasts and will not normally exceed one year.Things to note about Aristotle Funds Series performance evaluation
Checking the ongoing alerts about Aristotle Funds for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aristotle Funds Series help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains all of the assets in different exotic instruments |
- Analyzing Aristotle Funds' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Aristotle Funds' stock is overvalued or undervalued compared to its peers.
- Examining Aristotle Funds' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Aristotle Funds' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aristotle Funds' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aristotle Funds' mutual fund. These opinions can provide insight into Aristotle Funds' potential for growth and whether the stock is currently undervalued or overvalued.
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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