Nasdaq - Delayed Quote USD
AQR Large Cap Momentum Style R6 (QMORX)
22.45
+0.18
+(0.81%)
At close: 8:04:27 PM EDT
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 large-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 large-cap U.S. companies.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 29.34% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 3.73% |
| 5y Average Return | 17.31% |
| Rank in Category (ytd) | 17 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| QMORX | Category Average | QMORX | Category Average | QMORX | Category Average | |
| Alpha | -0.36 | 0.03 | -0.43 | 0.04 | -0.18 | 0.01 |
| BETA | 1.04 | 0.01 | 1.04 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 1.07 | 0.02 | 1.33 | 0.02 | 1.06 | 0.01 |
| R-squared | 91.33 | 0.89 | 91.26 | 0.87 | 91.48 | 0.87 |
| Standard Deviation | 17.74 | 0.2 | 17.6 | 0.16 | 16.15 | 0.15 |
| Sharpe Ratio | 0.46 | 0.01 | 0.75 | 0.01 | 0.66 | 0.01 |
| Treynor Ratio | 6.91 | 0.21 | 12.11 | 0.21 | 9.98 | 0.15 |
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