Nasdaq - Delayed Quote USD
AQR Funds - AQR TM Small Cap Momentum Style Fund (ATSNX)
28.03
0.00
(0.00%)
At close: September 16 at 8:00:04 PM EDT
Performance Overview
| Morningstar Return Rating | 2 |
| YTD Return | 12.41% |
| 5y Average Return | 6.08% |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Feb 4, 2019) | 43.22% |
| Worst 1Y Total Return (Feb 4, 2019) | -12.49% |
| Best 3Y Total Return | 43.22% |
| Worst 3Y Total Return | 3.83% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
ATSNX
Category
- YTD
- 16.99%
- 12.40%
- 1-Month
- -5.50%
- 3.37%
- 3-Month
- 21.57%
- 4.88%
- 1-Year
- 110.00%
- 55.69%
- 3-Year
- 16.26%
- 19.34%
- 5-Year
- 13.02%
- 20.72%
- 10-Year
- 0.00%
- 13.98%
- Last Bull Market
- 5.13%
- 27.85%
- Last Bear Market
- 0.00%
- -24.06%
Annual Total Return (%) History
Year
ATSNX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2020 | -26.05% | 26.45% | 8.30% | 26.19% |
| 2019 | 15.84% | 3.96% | -2.42% | 9.35% |
| 2018 | 1.44% | 7.99% | 4.82% | -23.79% |
| 2017 | 3.63% | 2.35% | 6.40% | 3.15% |
| 2016 | -5.08% | 4.93% | 5.90% | 6.98% |
| 2015 | 4.86% | 0.19% | -10.92% | 4.24% |
| 2014 | 0.89% | 0.25% | -7.68% | 8.89% |
| 2013 | 14.26% | 4.08% | 11.69% | 7.82% |
Rank in Category (By Total Return)
| YTD | 14 |
| 1-Month | 87 |
| 3-Month | 19 |
| 1-Year | 50 |
| 3-Year | 70 |
| 5-Year | 73 |
Load Adjusted Returns
| 1-Year | 58.24% |
| 3-Year | 17.35% |
| 5-Year | 19.17% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 12.41% |
| 5y Average Return | 6.08% |
| Rank in Category (ytd) | 14 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.21 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | AQR Funds |
| Net Assets | 63.6M |
| YTD Return | 16.99% |
| Yield | 0.27% |
| 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 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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