# Aristotle Multi-Asset Balanced Inc A (POBAX)

> Source: Nexqual · https://nexqual.com/POBAX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Aristotle Multi-Asset Balanced Inc A (POBAX), nexqual.com/POBAX" · informational, not investment advice.

**Price:** USD 11.25 (-0.18% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 11.27 · day 11.25–11.25 · 52w 10.87–12.01 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +5.0% vs S&P 500 +13.4%; 5Y +16.8% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +5.0% | +16.8% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +5.0% | +3.2% |
| Volatility (annualized) | 6.9% | 8.7% |
| Max drawdown | -5.2% (Feb 2026→Mar 2026) | -21.9% (Nov 2021→Oct 2022) |

## Peers
POCAX (Pacific Funds Portfolio Optimiz) USD 12.9 +0.00% · POAAX (Aristotle Portfolio Optimizatio) USD 10.04 +0.00% · PODAX (Aristotle Portfolio Optimizatio) USD 14.2 +0.00% · POEAX (Aristotle Portfolio Optimizatio) USD 16.39 +0.00% · JALRX (John Hancock Funds II Multimana) USD 12.24 +0.00%

## More
Full page: https://nexqual.com/POBAX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt