# Aristotle Multi-Asset Balanced Inc C (POBCX)

> Source: Nexqual · https://nexqual.com/POBCX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, Aristotle Multi-Asset Balanced Inc C (POBCX), nexqual.com/POBCX" · informational, not investment advice.

**Price:** USD 10.87 (-0.18% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 10.89 · day 10.87–10.87 · 52w 10.4–11.45 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +4.2% vs S&P 500 +13.4%; 5Y +12.4% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +4.2% | +12.4% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +4.2% | +2.4% |
| Volatility (annualized) | 6.9% | 8.6% |
| Max drawdown | -5.2% (Feb 2026→Mar 2026) | -22.5% (Nov 2021→Oct 2022) |

## Peers
POACX (Pacific Funds Portfolio Optimiz) USD 9.72 -0.00% · POMCX (Aristotle Portfolio Optimizatio) USD 12.44 +0.00% · PODCX (Aristotle Portfolio Optimizatio) USD 13.47 -0.00% · POCEX (Aristotle Portfolio Optimizatio) USD 15.05 -0.00% · POAAX (Aristotle Portfolio Optimizatio) USD 10.04 +0.00%

## More
Full page: https://nexqual.com/POBCX · 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