Nasdaq - Delayed Quote USD

AQR Small Cap Momentum Style I (ASMOX)

22.66 +0.10 (+0.44%)
At close: 6:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 15.97%
5y Average Return 11.12%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (Sep 13, 2024) 44.67%
Worst 1Y Total Return (Sep 13, 2024) --
Best 3Y Total Return 44.67%
Worst 3Y Total Return 3.10%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ASMOX
Category
YTD
16.85%
12.40%
1-Month
-1.09%
3.37%
3-Month
8.05%
4.88%
1-Year
26.57%
55.69%
3-Year
3.47%
19.34%
5-Year
11.73%
20.72%
10-Year
9.04%
13.98%
Last Bull Market
36.09%
27.85%
Last Bear Market
-18.55%
-24.06%

Annual Total Return (%) History

Year
ASMOX
Category
2024
--
--
2023
18.35%
--
2022
-19.55%
--
2021
15.12%
--
2020
26.42%
38.62%
2019
26.47%
27.68%
2018
-11.65%
-5.76%
2017
17.39%
21.50%

2016
13.25%
11.20%
2015
-3.88%
-2.41%
2014
2.96%
2.44%
2013
44.67%
40.91%
2012
19.62%
13.15%
2011
-2.62%
-3.55%
2010
27.69%
26.98%
2009
--
35.46%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.41% -2.29% -- --
2023 0.70% 7.39% -4.50% 14.59%
2022 -8.02% -18.55% -0.63% 8.06%
2021 11.10% 6.47% -5.16% 2.61%
2020 -26.82% 27.06% 7.99% 25.90%
2019 14.94% 3.75% -2.20% 8.45%
2018 1.45% 8.23% 5.32% -23.60%
2017 2.96% 2.21% 7.40% 3.87%
2016 -5.06% 5.33% 6.39% 6.44%
2015 4.91% 0.00% -11.57% 3.61%

2014 1.07% 0.75% -7.30% 9.06%
2013 14.06% 3.42% 12.33% 9.18%
2012 12.89% -1.79% 5.84% 1.93%
2011 9.31% -0.83% -23.72% 17.75%
2010 9.04% -10.46% 12.94% 15.80%
2009 1.63% -- -- --

Rank in Category (By Total Return)

YTD 17
1-Month 80
3-Month 15
1-Year 7
3-Year 9
5-Year 21

Load Adjusted Returns

1-Year 26.57%
3-Year 3.47%
5-Year 11.73%
10-Year 9.04%

Performance & Risk

YTD Return 15.97%
5y Average Return 11.12%
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 16.85%
Yield 0.66%
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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