# Aristotle Multi-Asset Balanced A (POCAX)

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

**Price:** USD 12.9 (-0.23% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 12.93 · day 12.9–12.9 · 52w 11.71–13.46 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +7.2% vs S&P 500 +13.4%; 5Y +25.1% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +7.2% | +25.1% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +7.2% | +4.6% |
| Volatility (annualized) | 9.2% | 11.0% |
| Max drawdown | -6.5% (Feb 2026→Mar 2026) | -24.6% (Nov 2021→Oct 2022) |

## Peers
PODAX (Aristotle Portfolio Optimizatio) USD 14.2 +0.00% · POBAX (Aristotle Portfolio Optimizatio) USD 11.25 +0.00% · POEAX (Aristotle Portfolio Optimizatio) USD 16.39 +0.00% · POAAX (Aristotle Portfolio Optimizatio) USD 10.04 +0.00% · PLIAX (Pacific Funds Core Income - Cla) USD 9.28 +0.00%

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