Nasdaq - Delayed Quote USD
AQR Small Cap Multi-Style I (QSMLX)
15.32
+0.23
+(1.52%)
At close: 8:04:25 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 26.48% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -11.39% |
| 5y Average Return | 16.23% |
| Rank in Category (ytd) | 26 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.15 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| QSMLX | Category Average | QSMLX | Category Average | QSMLX | Category Average | |
| Alpha | -3.79 | -0.09 | -0.66 | -0.06 | -5.44 | -0.06 |
| BETA | 1.15 | 0.01 | 1.08 | 0.01 | 1.14 | 0.01 |
| Mean Annual Return | 0.6 | 0.01 | 1.6 | 0.01 | 0.76 | 0.01 |
| R-squared | 69.13 | 0.83 | 68.44 | 0.77 | 72.5 | 0.78 |
| Standard Deviation | 23.88 | 0.26 | 22.04 | 0.21 | 20.56 | 0.19 |
| Sharpe Ratio | 0.11 | 0 | 0.74 | 0.01 | 0.35 | 0.01 |
| Treynor Ratio | 0.01 | 0.08 | 14.27 | 0.1 | 4.61 | 0.09 |
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