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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 43.22% |
| Worst 1Y Total Return | -12.49% |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| ATSNX | Category Average | ATSNX | Category Average | ATSNX | Category Average | |
| Alpha | 1.4 | -0.02 | -0.02 | 0.01 | -- | -0.02 |
| BETA | 1.21 | 0.01 | 1.19 | 0.01 | -- | 0.01 |
| Mean Annual Return | 1.6 | 0.02 | 1.65 | 0.02 | -- | 0.01 |
| R-squared | 79.9 | 0.78 | 77.23 | 0.73 | -- | 0.73 |
| Standard Deviation | 24.96 | 0.26 | 20.37 | 0.21 | -- | 0.19 |
| Sharpe Ratio | 0.71 | 0.01 | 0.91 | 0.01 | -- | 0.01 |
| Treynor Ratio | 13.16 | 0.15 | 15.11 | 0.17 | -- | 0.11 |
Related Tickers
UOPIX ProFunds UltraNASDAQ-100 Fund
90.66
+23.95%
UOPSX ProFunds UltraNASDAQ-100 Fund
62.20
+23.95%
RYCCX Rydex NASDAQ-100 2x Strategy C
305.87
+23.83%
RYVLX Rydex NASDAQ-100 2x Strategy A
435.82
+23.83%
RYVYX Rydex NASDAQ-100 2x Strategy H
435.68
+23.83%
FSELX Fidelity Select Semiconductors
27.58
+18.83%
UMPIX ProFunds UltraMid Cap Fund
51.92
+18.76%
UMPSX ProFunds UltraMid Cap Fund
39.97
+18.75%
FELAX Fidelity Advisor Semiconductors A
67.52
+18.62%
FELIX Fidelity Advisor Semiconductors I
73.58
+18.62%
FIKGX Fidelity Advisor Semiconductors Z
73.84
+18.62%
FELCX Fidelity Advisor Semiconductors C
52.69
+18.62%
FELTX Fidelity Advisor Semiconductors M
62.57
+18.62%
RYSIX Rydex Electronics Inv
348.34
+18.54%
RYELX Rydex Electronics A
315.49
+18.54%
RYSAX Rydex Electronics H
305.49
+18.54%
INPIX ProFunds Internet UltraSector Inv
47.44
+16.36%
INPSX ProFunds Internet UltraSector Svc
30.11
+16.34%
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
47.21
+16.28%
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
59.50
+16.26%
RYLDX Rydex Dow 2x Strategy A
149.17
+15.69%
RYCVX Rydex Dow 2x Strategy H
148.52
+15.69%
UDPIX ProFunds Ultra Dow 30 ProFund
70.08
+15.68%
RYCYX Rydex Dow 2x Strategy C
122.90
+15.68%
FSPTX Fidelity Select Technology
31.31
+14.81%
FIKHX Fidelity Advisor Technology Z
115.72
+14.69%
FATIX Fidelity Advisor Technology Fund
115.73
+14.69%
FATEX Fidelity Advisor Technology Fund
91.32
+14.68%
FADTX Fidelity Advisor Technology A
101.50
+14.68%
FTHCX Fidelity Advisor Technology C
71.75
+14.67%
RYAHX Rydex Mid-Cap 1.5x Strategy A
110.17
+13.89%
RYMDX Rydex Mid-Cap 1.5x Strategy H
110.68
+13.89%
PGKRX PGIM Jennison Technology R6
23.15
+13.70%
PGKAX PGIM Jennison Technology A
22.67
+13.69%
PGKCX PGIM Jennison Technology C
21.43
+13.69%
PGKZX Prudential Investment Portfolios 12 - PGIM Jennison Technology Fund
23.10
+13.68%
CGTDX Columbia Global Technology Growth S
80.32
+13.45%
CMTFX Columbia Global Technology Growth Inst
80.32
+13.45%
CGTUX Columbia Global Technology Growth Inst3
82.81
+13.44%
CTCAX Columbia Global Technology Growth A
75.82
+13.44%
CTHRX Columbia Global Technology Growth Inst2
82.37
+13.43%
CTHCX Columbia Global Technology Growth C
64.22
+13.42%
NWHOX Nationwide Bailard Tech & Sci A
23.82
+13.05%
BSTSX BlackRock Technology Opportunities Svc
58.88
+13.01%
NWHQX Nationwide Bailard Tech & Sci M
27.27
+13.01%
BTEKX BlackRock Technology Opportunities K
63.94
+13.01%
NWHUX Nationwide Bailard Tech & Sci Instl Svc
26.94
+13.00%
BGSIX BlackRock Technology Opportunities Fund
63.71
+13.00%
BGSRX BlackRock Technology Opportunities Fund
57.20
+13.00%
BGSAX BlackRock Technology Opportunities Fund
57.38
+13.00%
NWHTX Nationwide Bailard Tech & Sci R6
27.13
+12.99%
WIREX Wireless
16.73
+12.96%
SHGTX Columbia Seligman Global Tech A
62.04
+12.84%
CSGZX Columbia Seligman Global Tech Inst
64.77
+12.84%
CSGAX Columbia Seligman Global Technology S
64.78
+12.84%
SGTTX Columbia Seligman Global Tech Inst2
65.51
+12.83%
CGTYX Columbia Seligman Global Tech Inst3
64.91
+12.83%
SGTRX Columbia Seligman Global Tech R
57.26
+12.83%
SHTCX Columbia Seligman Global Tech C
34.36
+12.80%
BPTIX Baron Partners Institutional
181.10
+12.78%
BPTRX Baron Partners Retail
173.31
+12.77%
FTRNX Fidelity Trend
152.02
+12.72%
SCMIX Columbia Seligman Tech & Info Inst2
127.41
+12.70%
CCOYX Columbia Seligman Technology and Information Fund
125.73
+12.70%
SCIRX Columbia Seligman Tech & Info R
94.53
+12.70%
CCIZX Columbia Seligman Tech & Info Inst
126.22
+12.70%
CCIFX Columbia Seligman Technology And Info S
126.22
+12.70%
SLMCX Columbia Seligman Tech & Info A
105.82
+12.69%
FBCJX Fidelity Advisor Blue Chip Grow
195.34
+12.67%
FBCEX Fidelity Advisor Blue Chip Grow
194.99
+12.67%
FBCCX Fidelity Advisor Blue Chip Growth A
195.09
+12.67%
FBCKX Fidelity Advisor Blue Chip Grow
195.37
+12.67%
FBGKX Fidelity Blue Chip Growth Fund
196.80
+12.67%
FBGRX Fidelity Blue Chip Growth Fund
195.65
+12.67%
FBCHX Fidelity Advisor Blue Chip Grow
194.41
+12.67%
BIOIX Baron Opportunity Fund
44.56
+12.44%
BIOUX Baron Opportunity Fund
44.61
+12.42%
BIOPX Baron Opportunity Fund
41.58
+12.41%
KTCAX DWS Science and Technology A
34.51
+12.30%
KTCIX DWS Science and Technology Inst
41.28
+12.30%
KTCSX DWS Science and Technology S
35.95
+12.27%
JATAX Janus Henderson Global Technology and Innovation Fund
53.36
+12.22%
JAGTX Janus Henderson Glb Tech and Innovt T
55.13
+12.21%
JATIX Janus Henderson Global Technology and Innovation Fund
56.91
+12.20%
JATSX Janus Henderson Global Technology and Innovation Fund
51.23
+12.20%
JNGTX Janus Henderson Glb Tech and Innovt D
56.05
+12.19%
FNCMX Fidelity Nasdaq Composite Index
217.42
+12.16%
TSNIX T. Rowe Price Science & Tech I
42.84
+12.09%
AULGX American Century Ultra R5
87.75
+12.08%
TWUIX American Century Ultra Fund
87.67
+12.08%
AULNX American Century Ultra G
92.23
+12.08%
AULDX American Century Ultra R6
88.76
+12.07%
AULYX American Century Ultra Y
88.88
+12.07%
TWUAX American Century Ultra Fund
75.51
+12.07%
TWCUX American Century Ultra Fund
82.20
+12.07%
ALAFX Alger Focus Equity A
70.41
+12.06%
ALGRX Alger Focus Equity I
71.01
+12.06%
ALZFX Alger Focus Equity Z
73.52
+12.06%
ALGYX Alger Focus Equity Y
73.81
+12.05%
ALCFX Alger Focus Equity C
62.96
+12.05%