# Aristotle Multi-Asset Balanced C (POMCX)

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

**Price:** USD 12.44 (-0.24% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 12.47 · day 12.44–12.44 · 52w 11.27–12.91 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +6.4% vs S&P 500 +13.4%; 5Y +20.5% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +6.4% | +20.5% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +6.4% | +3.8% |
| Volatility (annualized) | 9.2% | 11.0% |
| Max drawdown | -6.5% (Feb 2026→Mar 2026) | -25.1% (Nov 2021→Oct 2022) |

## Peers
PODCX (Aristotle Portfolio Optimizatio) USD 13.47 -0.00% · POBCX (Pacific Funds Portfolio Optimiz) USD 10.87 +0.00% · POACX (Pacific Funds Portfolio Optimiz) USD 9.72 -0.00% · PODAX (Aristotle Portfolio Optimizatio) USD 14.2 +0.00% · POCAX (Pacific Funds Portfolio Optimiz) USD 12.9 +0.00%

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

