Nasdaq - Delayed Quote USD
AQR Small Cap Momentum Style R6 (QSMRX)
18.58
-0.18
(-0.96%)
At close: May 28 at 6:49:41 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 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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 26.65% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -1.93% |
| 5y Average Return | 11.85% |
| Rank in Category (ytd) | 33 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.20 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| QSMRX | Category Average | QSMRX | Category Average | QSMRX | Category Average | |
| Alpha | -5.37 | -0.02 | -3.3 | 0.01 | -4.77 | -0.02 |
| BETA | 1.2 | 0.01 | 1.1 | 0.01 | 1.14 | 0.01 |
| Mean Annual Return | 0.76 | 0.02 | 1.16 | 0.02 | 0.8 | 0.01 |
| R-squared | 73.18 | 0.78 | 63.76 | 0.73 | 71.34 | 0.73 |
| Standard Deviation | 22.9 | 0.26 | 22.22 | 0.21 | 20.85 | 0.19 |
| Sharpe Ratio | 0.2 | 0.01 | 0.5 | 0.01 | 0.37 | 0.01 |
| Treynor Ratio | 1.74 | 0.15 | 8.4 | 0.17 | 5 | 0.11 |
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