NasdaqGM - Delayed Quote USD

AQR Alternative Risk Premia Fun (0P0001APGE)

11.71 -0.01 (-0.09%)
At close: April 5 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 21.20%
5y Average Return 6.76%
Number of Years Up 3
Number of Years Down 3
Best 1Y Total Return (Apr 4, 2024) 24.83%
Worst 1Y Total Return (Apr 4, 2024) --
Best 3Y Total Return 24.83%
Worst 3Y Total Return -11.06%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001APGE
Category
YTD
20.17%
5.60%
1-Month
6.80%
0.13%
3-Month
20.17%
2.72%
1-Year
30.40%
12.76%
3-Year
19.04%
4.12%
5-Year
6.60%
3.42%
10-Year
0.00%
2.54%
Last Bull Market
6.94%
4.37%
Last Bear Market
10.49%
-8.39%

Annual Total Return (%) History

Year
0P0001APGE
Category
2024
--
--
2023
7.24%
--
2022
24.83%
--
2021
14.03%
--
2020
-21.20%
1.63%
2019
-3.24%
7.77%
2018
-7.72%
-4.31%
2017
--
5.56%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 20.17% -- -- --
2023 -1.17% 5.49% 10.82% -7.17%
2022 6.37% 10.49% -0.45% 6.70%
2021 8.75% -0.40% 2.15% 3.06%
2020 -8.22% -8.59% 0.94% -6.94%
2019 1.63% -1.28% 1.30% -4.79%
2018 -1.50% -6.39% 1.52% -1.42%
2017 1.11% -- -- --

Rank in Category (By Total Return)

YTD 2
1-Month 4
3-Month 2
1-Year 4
3-Year 4
5-Year 13

Load Adjusted Returns

1-Year 30.40%
3-Year 19.04%
5-Year 6.60%
10-Year --

Performance & Risk

YTD Return 21.20%
5y Average Return 6.76%
Rank in Category (ytd) 2
% Rank in Category (ytd) --
Beta (5Y Monthly) -0.12
Morningstar Risk Rating

Fund Overview

Category Multistrategy
Fund Family AQR Funds
Net Assets 213.77M
YTD Return 20.17%
Yield 3.59%
Morningstar Rating
Inception Date Sep 19, 2017

Fund Summary

The advisor pursues the fund's investment objective by aiming to provide exposure to five separate investment styles: value, momentum, carry, defensive and trend using both long and short positions within the following asset groups: stocks, equity indices, bonds, currencies and commodities. The fund will achieve its exposure to any of the Asset Groups by using derivatives or holding those assets directly. It will also use derivatives for hedging purposes.

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