Nasdaq - Delayed Quote USD
AQR Global Equity Fund (AQGNX)
10.02
+0.22
+(2.24%)
At close: 8:00:05 PM EDT
Fund Summary
The fund seeks to outperform, after expenses, the MSCI World Index while seeking to control its tracking error relative to this benchmark. Generally, it will invest at least 80% of its net assets (including any borrowings for investment purposes) in equity and equity-related instruments (including, but not limited to, exchange-traded funds, equity index futures, equity index swaps, swaps on equity index futures, depositary receipts and real estate investment trusts or REIT-like entities). The fund will invest in companies with a broad range of market capitalizations.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 27.67% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -5.31% |
| 5y Average Return | 14.44% |
| Rank in Category (ytd) | 65 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.03 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| AQGNX | Category Average | AQGNX | Category Average | AQGNX | Category Average | |
| Alpha | 5.17 | -0.05 | 2.73 | -0.04 | 0.18 | -0.01 |
| BETA | 1.03 | 0.01 | 1 | 0.01 | 1.02 | 0.01 |
| Mean Annual Return | 1.11 | 0.01 | 1.52 | 0.01 | 0.83 | 0.01 |
| R-squared | 90.15 | 0.9 | 91.39 | 0.88 | 93.13 | 0.87 |
| Standard Deviation | 17.58 | 0.2 | 16.62 | 0.16 | 15.63 | 0.15 |
| Sharpe Ratio | 0.5 | 0 | 0.93 | 0.01 | 0.51 | 0.01 |
| Treynor Ratio | 7.6 | 0.08 | 15.39 | 0.09 | 6.95 | 0.08 |
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