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Aristotle Core Income Fund Class I-2 (PLIDX) Sortino Ratio: 1.27

Mutual Fund · Currency in USD · Last updated Jul 25, 2026

The Aristotle Core Income Fund seeks current income with a secondary objective of long-term capital appreciation. It invests primarily in investment grade U.S. fixed income securities, including corporate bonds, government and agency debt, and securitized credit, with flexibility to hold a modest allocation to below investment grade issues. The fund was formerly known as the Pacific Funds Core Income Fund. Class I-2 shares carry no sales charge.

PLIDX's Sortino Ratio of 1.27 indicates that for each unit of downside volatility, it generates 1.27 units of excess return. The ratio is calculated using historical daily returns over the past 12 months (as of Jul 25, 2026).

Unlike other measures, Sortino only focuses on downside volatility (losses), making it particularly useful for investors more concerned about protecting against drawdowns than overall price swings.

PLIDX Sortino Ratio Rank

PLIDX Sortino Ratio Rank: 24.424
Below Average

PLIDX ranks above 24.4% of all investments in our database based on Sortino Ratio over the past 12 months, indicating below-average returns relative to downside risk taken. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with minimal downside volatility → Higher rank
  • Severe or frequent drawdowns → Lower rank
  • Upside volatility → No impact (Sortino doesn't penalize upside swings)

What you can do with this information

  • Returns may not adequately compensate for downside risk taken
  • Consider smaller allocation given below-average risk-adjusted profile
  • Explore higher-ranked investments with better downside protection
  • Assess whether downside exposure aligns with your portfolio goals

PLIDX Sortino Ratio Market Positioning

The chart shows PLIDX's Sortino Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better downside-adjusted returns.

  • Red zone (bottom 25%): 1.28 or lower
  • Yellow zone (middle 50%): 1.28 to 2.50
  • Green zone (top 25%): 2.50 or higher
  • Top 1%: 8.12+
  • Median: 1.94 — half of all investments score higher

How it compares to other similar mutual funds

The table compares Aristotle Core Income Fund Class I-2's Sortino Ratio with other mutual funds in the Intermediate Core-Plus Bond category across multiple time periods, showing how PLIDX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 25, 2026.

SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
HOBIXHolbrook Income Fund Class I8.29
LCTIXLeader Capital High Quality Income Fund Institutional Shares4.52
LCTRXLeader Capital High Quality Floating Rate Fund Investor Shares4.16
MDVAXMassMutual Diversified Bond Fund3.43
GUGAXGMO Multi-Sector Fixed Income Fund3.34
SEATXSEI Tax Exempt Trust Tax-Advantaged Income Fund2.65
AMFIXAAMA Income Fund2.57
ARINXArcher Income Fund2.15
PGSIXPutnam Mortgage Securities Fund2.10
LMSMXWestern Asset SMASh Series M Fund1.85
PLIDXAristotle Core Income Fund Class I-21.27

S&P 500 Index

How to choose period

Historical Sortino Ratio

The chart shows PLIDX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when PLIDX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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