Nasdaq - Delayed Quote USD

AQR Small Cap Multi-Style R6 (QSERX)

17.44 +0.15 (+0.87%)
At close: 8:06:59 AM EST

Performance Overview

Morningstar Return Rating --
YTD Return 13.80%
5y Average Return 11.46%
Number of Years Up 6
Number of Years Down 3
Best 1Y Total Return (Dec 26, 2024) 26.64%
Worst 1Y Total Return (Dec 26, 2024) --
Best 3Y Total Return 26.64%
Worst 3Y Total Return 4.31%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
QSERX
Category
YTD
20.62%
20.19%
1-Month
11.56%
0.02%
3-Month
9.18%
4.36%
1-Year
36.77%
60.18%
3-Year
8.23%
11.32%
5-Year
13.27%
13.88%
10-Year
9.57%
11.19%
Last Bull Market
29.64%
27.98%
Last Bear Market
-15.24%
-24.08%

Annual Total Return (%) History

Year
QSERX
Category
2024
--
--
2023
24.07%
--
2022
-18.21%
--
2021
26.64%
--
2020
18.06%
10.99%
2019
20.52%
23.75%
2018
-13.96%
-12.72%
2017
9.46%
12.28%

2016
22.55%
20.78%
2015
-4.43%
-5.38%
2014
--
3.79%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.82% -3.43% 8.51% --
2023 1.27% 8.44% -1.82% 15.07%
2022 -8.01% -15.24% -4.44% 9.77%
2021 17.34% 3.64% -2.39% 6.68%
2020 -31.84% 25.33% 8.22% 27.70%
2019 12.21% 0.24% -2.14% 9.49%
2018 -0.47% 5.48% 2.12% -19.75%
2017 1.60% 0.46% 5.16% 1.98%
2016 0.56% 2.22% 8.29% 10.10%
2015 3.57% -0.66% -9.22% 2.33%

2014 8.21% -- -- --

Rank in Category (By Total Return)

YTD 43
1-Month 12
3-Month 42
1-Year 17
3-Year 27
5-Year 12

Load Adjusted Returns

1-Year 36.77%
3-Year 8.23%
5-Year 13.27%
10-Year 9.57%

Performance & Risk

YTD Return 13.80%
5y Average Return 11.46%
Rank in Category (ytd) 43
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family AQR Funds
Net Assets 126.62M
YTD Return 20.62%
Yield 0.84%
Morningstar Rating
Inception Date Jul 10, 2014

Fund Summary

The fund pursues its investment objective by investing, under normal market conditions, at least 80% of its net assets (including borrowings for investment purposes) in equity or equity-related securities (including, but not limited to, exchange-traded funds, equity index futures, equity index swaps and real estate investment trusts or REIT-like entities) of small-cap companies. It generally invests in small-cap U.S. companies, which the Adviser generally considers to be those companies with market capitalizations within the range of the Russell 2000® Index at the time of purchase.

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