Aqr Large Cap Momentum Style Fund - Class R6: (MF: QMORX)
(NASDAQ Mutual Funds) As of May 3, 2024 08:00 PM ET
$21.41 USD
+0.27 (1.28%)
Latest Performance as of Mar 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 15.34 | 4 |
3 months | 15.34 | 4 |
6 months | 29.65 | 10 |
1 Year | 34.65 | 22 |
3 Year | 11.16 | 15 |
5 Year | 14.97 | 21 |
10 Year | NA | NA |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2024
1 Year | 34.65 |
5 Year | 14.96 |
10 Year | NA |
Since Inception | 12.51 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 15.34 | NA | NA | NA |
2023 | 1.19 | 7.32 | -3.23 | 12.41 |
2022 | -6.11 | -16.77 | -2.81 | 8.25 |
2021 | 2.08 | 9.70 | 1.86 | 9.75 |
2020 | -17.94 | 24.01 | 11.16 | 12.17 |
2019 | 14.61 | 5.35 | 1.26 | 5.80 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 15.34 | 18.12 | -17.79 | 25.19 | 26.89 | 29.36 | -3.79 | 23.97 | 4.81 | 2.98 |
% Total Return Rel to Index | 4.78 | -8.11 | 0.41 | -3.48 | 8.49 | -2.12 | 0.60 | 2.18 | -7.12 | 1.59 |
% Total Return Rel to Peer | 5.38 | -4.87 | 1.90 | 3.13 | 6.97 | 0.94 | 3.07 | 3.29 | -3.00 | 4.58 |
% Perf Quintile vs Peer* | 0.00 | 4.00 | 3.00 | 3.00 | 2.00 | 3.00 | 2.00 | 2.00 | 4.00 | 2.00 |
% Dividends | 0.00 | 0.23 | 0.26 | 0.15 | 0.19 | 0.27 | 0.24 | 0.23 | 0.00 | 0.00 |
% Yield | 0.00 | 1.01 | 1.23 | 0.50 | 0.69 | 1.09 | 1.15 | 0.94 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 2.49 | 1.80 | 4.24 | 3.64 | 1.97 | 2.02 | 1.76 | 1.58 | 1.68 |
Expense Ratio | 0.00 | 0.30 | 0.30 | 0.30 | 0.30 | 0.30 | 0.30 | 0.30 | 0.30 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%