Nasdaq - Delayed Quote USD

AQR Small Cap Momentum Style N (ASMNX)

22.68 +0.10 (+0.44%)
At close: 6:45 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 15.78%
5y Average Return 10.85%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Sep 13, 2024) 44.36%
Worst 1Y Total Return (Sep 13, 2024) --
Best 3Y Total Return 44.36%
Worst 3Y Total Return 2.83%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ASMNX
Category
YTD
16.65%
12.40%
1-Month
-1.13%
3.37%
3-Month
7.99%
4.88%
1-Year
26.27%
55.69%
3-Year
3.21%
19.34%
5-Year
11.44%
20.72%
10-Year
8.77%
13.98%
Last Bull Market
35.92%
27.85%
Last Bear Market
-18.59%
-24.06%

Annual Total Return (%) History

Year
ASMNX
Category
2024
--
--
2023
18.07%
--
2022
-19.78%
--
2021
14.80%
--
2020
26.18%
38.62%
2019
26.14%
27.68%
2018
-11.87%
-5.76%
2017
17.17%
21.50%

2016
12.99%
11.20%
2015
-4.19%
-2.41%
2014
2.71%
2.44%
2013
44.36%
40.91%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.33% -2.33% -- --
2023 0.70% 7.33% -4.60% 14.52%
2022 -8.06% -18.59% -0.75% 7.99%
2021 10.96% 6.43% -5.20% 2.54%
2020 -26.84% 26.90% 7.94% 25.92%
2019 14.91% 3.64% -2.25% 8.37%
2018 1.36% 8.18% 5.23% -23.63%
2017 2.91% 2.16% 7.31% 3.86%
2016 -5.08% 5.30% 6.27% 6.38%
2015 4.78% -0.05% -11.63% 3.53%

2014 0.99% 0.71% -7.37% 9.02%
2013 14.00% 3.36% 12.24% 9.15%

Rank in Category (By Total Return)

YTD 17
1-Month 81
3-Month 15
1-Year 7
3-Year 10
5-Year 23

Load Adjusted Returns

1-Year 26.27%
3-Year 3.21%
5-Year 11.44%
10-Year 8.77%

Performance & Risk

YTD Return 15.78%
5y Average Return 10.85%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family AQR Funds
Net Assets 134.92M
YTD Return 16.65%
Yield 0.35%
Morningstar Rating
Inception Date Dec 17, 2012

Fund Summary

The fund pursues a momentum investment style by investing primarily in equity or equity-related securities (including, but not limited to, exchange-traded funds, equity index futures and real estate investment trusts or REIT-like entities) of small-cap companies traded on a principal U.S. exchange or over-the-counter market that the Adviser determines to have positive momentum. Under normal market circumstances, it will invest at least 80% of its net assets (including any borrowings for investment purposes) in small-cap U.S. companies. The fund invests significantly in common stocks.

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