Nasdaq - Delayed Quote • USD
AQR Small Cap Multi-Style R6 (QSERX)
At close: 8:01 PM EDT
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 8.01% |
5y Average Return | 11.85% |
Number of Years Up | 6 |
Number of Years Down | 3 |
Best 1Y Total Return (Sep 13, 2024) | 26.64% |
Worst 1Y Total Return (Sep 13, 2024) | -- |
Best 3Y Total Return | 26.64% |
Worst 3Y Total Return | 4.31% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
QSERX
Category
- YTD
- 10.48%
- 20.19%
- 1-Month
- -2.94%
- 0.02%
- 3-Month
- 6.08%
- 4.36%
- 1-Year
- 21.49%
- 60.18%
- 3-Year
- 5.19%
- 11.32%
- 5-Year
- 13.21%
- 13.88%
- 10-Year
- 8.59%
- 11.19%
- Last Bull Market
- 29.64%
- 27.98%
- Last Bear Market
- -15.24%
- -24.08%
Annual Total Return (%) History
Year
QSERX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 5.82% | -3.43% | -- | -- |
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 | 41 |
1-Month | 95 |
3-Month | 56 |
1-Year | 16 |
3-Year | 25 |
5-Year | 10 |
Load Adjusted Returns
1-Year | 21.49% |
3-Year | 5.19% |
5-Year | 13.21% |
10-Year | 8.59% |
Performance & Risk
YTD Return | 8.01% |
5y Average Return | 11.85% |
Rank in Category (ytd) | 41 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 1.06 |
Morningstar Risk Rating |
Fund Overview
Category | Small Blend |
Fund Family | AQR Funds |
Net Assets | 115.67M |
YTD Return | 10.48% |
Yield | 0.92% |
Morningstar Rating | |
Inception Date | Mar 26, 2013 |
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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