PLFLX vs. CFOIX

Last updated Aug 1, 2026

PLFLX (Aristotle Floating Rate Income Fund Class A) and CFOIX (Calvert Floating-Rate Advantage Fund) are both Bank Loan funds. Their 0.70 correlation means they have sometimes moved together and sometimes differently. PLFLX charges 1.05%/yr vs 0.78%/yr for CFOIX.

Performance

PLFLX vs. CFOIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aristotle Floating Rate Income Fund Class A (PLFLX) and Calvert Floating-Rate Advantage Fund (CFOIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

PLFLX

• 1D: 0.00%
• 1M: 0.11%
• 6M: 1.32%
• YTD: 1.26%
• 1Y: 4.17%
• 3Y*: 6.91%
• 5Y*: 5.54%
• 10Y*: 4.72%
• ALL TIME*: 4.70%

CFOIX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
PLFLX Aristotle Floating Rate Income Fund Class A	$0.00	$0.00	$0.00

PLFLX vs. CFOIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
PLFLX Aristotle Floating Rate Income Fund Class A	1.26%	6.33%	8.03%	13.70%	-2.35%	4.16%	0.95%	7.91%	-0.68%
CFOIX Calvert Floating-Rate Advantage Fund	0.15%	3.48%	8.92%	12.09%	-4.21%	4.37%	0.62%	9.36%	-2.14%

Correlation

The correlation between PLFLX and CFOIX is 0.49, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.49
Correlation (3Y) Balances recent behavior with more history.	0.54
Correlation (5Y) Shows whether the relationship held over a longer period.	0.68
Correlation (All Time) Calculated using the full available price history since Feb 28, 2018	0.70

Over the past year, the correlation between PLFLX and CFOIX has dropped to 0.49 - well below their long-term average of 0.70, suggesting their price drivers have been diverging.

Return for Risk

PLFLX vs. CFOIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

PLFLX

PLFLX Risk / Return Rank: 85
PLFLX Sharpe Ratio Rank: 79
PLFLX Sortino Ratio Rank: 97
PLFLX Omega Ratio Rank: 97
PLFLX Calmar Ratio Rank: 80
PLFLX Martin Ratio Rank: 74

CFOIX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

PLFLX vs. CFOIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aristotle Floating Rate Income Fund Class A (PLFLX) and Calvert Floating-Rate Advantage Fund (CFOIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	PLFLX	CFOIX	Difference
Sharpe ratio: Return per unit of total volatility	1.90	—	—
Sortino ratio: Return per unit of downside risk	4.36	—	—
Omega ratio: Gain probability vs. loss probability	1.68	—	—
Calmar ratio: Return relative to maximum drawdown	2.74	—	—
Martin ratio: Return relative to average drawdown	9.48	—	—

Drawdowns

Drawdown Indicators

	PLFLX	CFOIX	Difference
Max Drawdown Largest peak-to-trough decline	-18.80%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-1.72%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-2.09%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-6.45%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-18.80%	—	—
Current Drawdown Current decline from peak	-0.22%	—	—
Average Drawdown Average peak-to-trough decline	-0.69%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	0.50%	—	—

Volatility

Volatility by Period

	PLFLX	CFOIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.27%	—	—
Volatility (6M) Calculated over the trailing 6-month period	1.93%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	2.48%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.80%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.74%	—	—

PLFLX vs. CFOIX - Expense Ratio Comparison

PLFLX has a 1.05% expense ratio, which is higher than CFOIX's 0.78% expense ratio.

Dividends

PLFLX vs. CFOIX - Dividend Comparison

PLFLX's dividend yield for the trailing twelve months is around 6.06%, more than CFOIX's 4.88% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CFOIX Calvert Floating-Rate Advantage Fund	4.88%	6.88%	8.62%	7.42%	5.02%	3.96%	4.23%	5.05%	4.20%	0.00%	0.00%	0.00%
PLFLX Aristotle Floating Rate Income Fund Class A	6.06%	6.86%	8.14%	8.61%	4.16%	3.35%	3.29%	4.94%	4.77%	4.16%	3.92%	4.21%

Frequently Asked Questions

Can I hold both PLFLX and CFOIX in my portfolio?

PLFLX and CFOIX have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.