Nasdaq - Delayed Quote USD

AQR Small Cap Momentum Style R6 (QSMRX)

18.56
-0.02
(-0.11%)
At close: 5:50:14 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.88%
5y Average Return 12.09%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (May 28, 2025) 26.65%
Worst 1Y Total Return (May 28, 2025) --
Best 3Y Total Return 26.65%
Worst 3Y Total Return 3.19%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
QSMRX
Category
ACU
-9.62%
12.40%
1-Month
0.06%
3.37%
3-Month
-12.28%
4.88%
1-Year
3.00%
55.69%
3-Year
6.80%
19.34%
5-Year
12.10%
20.72%
10-Year
7.73%
13.98%
Last Bull Market
26.32%
27.85%
Last Bear Market
-18.54%
-24.06%

Annual Total Return (%) History

Año
QSMRX
Category
2025
--
--
2024
17.33%
--
2023
18.46%
--
2022
-19.51%
--
2021
15.24%
--
2020
26.54%
38.62%
2019
26.65%
27.68%
2018
-11.59%
-5.76%

2017
17.49%
21.50%
2016
13.38%
11.20%
2015
-3.84%
-2.41%
2014
--
2.44%

Past Quarterly Returns

AñoQ1Q2Q3Q4
2025 -9.67% -- -- --
2024 10.47% -2.25% 9.93% -1.16%
2023 0.77% 7.43% -4.52% 14.61%
2022 -8.01% -18.54% -0.63% 8.08%
2021 11.10% 6.49% -5.10% 2.64%
2020 -26.81% 27.09% 8.01% 25.95%
2019 14.99% 3.76% -2.16% 8.48%
2018 1.45% 8.29% 5.32% -23.60%
2017 2.96% 2.21% 7.41% 3.93%
2016 -5.07% 5.40% 6.40% 6.50%

2015 4.91% 0.00% -11.54% 3.61%
2014 9.10% -- -- --

Rank in Category (By Total Return)

YTD 33
1-Month 29
3-Month 24
1-Year 30
3-Year 15
5-Year 14

Load Adjusted Returns

1-Year 3.00%
3-Year 6.80%
5-Year 12.10%
10-Year 7.73%

Performance & Risk

YTD Return -2.88%
5y Average Return 12.09%
Rank in Category (ytd) 33
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family AQR Funds
Net Assets 113.2M
YTD Return -9.62%
Yield 0.43%
Morningstar Rating
Inception Date Jul 09, 2009

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 small-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 small-cap U.S. companies. The fund invests significantly in common stocks.

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