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Nasdaq - Delayed Quote USD

AQR Equity Market Neutral I (QMNIX)

11.03
+0.02
+(0.18%)
At close: 6:48:59 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 9.69%
5y Average Return 15.47%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Mar 31, 2025) 27.22%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 27.22%
Worst 3Y Total Return -14.26%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
QMNIX
Category
YTD
7.29%
3.32%
1-Month
3.97%
-0.91%
3-Month
9.61%
-0.12%
1-Year
26.66%
1.15%
3-Year
21.13%
-0.31%
5-Year
14.51%
0.15%
10-Year
6.72%
0.11%
Last Bull Market
6.34%
1.54%
Last Bear Market
8.56%
-2.16%

Annual Total Return (%) History

Year
QMNIX
Category
2024
25.29%
--
2023
17.13%
--
2022
27.22%
--
2021
17.64%
--
2020
-19.52%
-5.26%
2019
-11.27%
0.06%
2018
-11.73%
-0.26%
2017
5.84%
3.40%

2016
5.85%
0.90%
2015
17.60%
1.76%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.67% 5.28% -0.90% 7.54%
2023 1.14% 3.04% 13.01% -0.54%
2022 11.75% 8.56% -6.08% 11.66%
2021 14.42% -2.63% -0.43% 6.04%
2020 -5.54% -6.90% -2.97% -5.68%
2019 -2.14% -6.46% -0.30% -2.78%
2018 -0.08% -8.50% -1.70% -1.79%
2017 0.84% 0.25% 3.80% 0.87%
2016 2.00% -1.71% 1.39% 4.13%
2015 2.60% 1.75% 10.14% 2.28%

Rank in Category (By Total Return)

YTD 4
1-Month 4
3-Month 2
1-Year 3
3-Year 3
5-Year 3

Load Adjusted Returns

1-Year 26.66%
3-Year 21.13%
5-Year 14.51%
10-Year 6.72%

Performance & Risk

YTD Return 9.69%
5y Average Return 15.47%
Rank in Category (ytd) 4
% Rank in Category (ytd) --
Beta (5Y Monthly) -0.07
Morningstar Risk Rating

Fund Overview

Category Equity Market Neutral
Fund Family AQR Funds
Net Assets 1.2B
YTD Return 7.29%
Yield 5.68%
Morningstar Rating
Inception Date Oct 07, 2014

Fund Summary

The fund is designed to be market- or beta-neutral, which means that the fund seeks to achieve returns that are not closely correlated with the returns of the equity markets in which the fund invests. Under normal market conditions, it pursues its investment objective by investing at least 80% of its net assets (including borrowings for investment purposes) in equity instruments and equity related and/or derivative instruments.

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