Nasdaq - Delayed Quote USD

AQR Risk-Balanced Commodities Strategy Fund (ARCIX)

8.92 -0.04 (-0.45%)
At close: 8:06 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.60%
5y Average Return 16.93%
Number of Years Up 6
Number of Years Down 5
Best 1Y Total Return (Apr 23, 2024) 39.60%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 39.60%
Worst 3Y Total Return -17.12%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ARCIX
Category
YTD
1.93%
22.37%
1-Month
6.56%
1.67%
3-Month
1.93%
13.11%
1-Year
0.24%
48.08%
3-Year
16.44%
3.58%
5-Year
15.75%
3.25%
10-Year
3.65%
-4.08%
Last Bull Market
56.02%
5.07%
Last Bear Market
-8.41%
-18.58%

Annual Total Return (%) History

Year
ARCIX
Category
2024
--
--
2023
-0.23%
--
2022
21.44%
--
2021
39.60%
--
2020
8.15%
-3.09%
2019
18.14%
7.87%
2018
-17.58%
-11.52%
2017
10.41%
3.66%

2016
16.58%
12.16%
2015
-19.48%
-23.99%
2014
-15.80%
-17.98%
2013
-16.01%
-8.73%
2012
--
-0.62%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.93% -- -- --
2023 1.45% -3.20% 2.28% -0.68%
2022 27.97% -8.41% -5.81% 10.00%
2021 9.20% 18.05% 0.23% 8.05%
2020 -26.03% 7.25% 12.92% 20.72%
2019 6.02% 0.00% 1.34% 9.97%
2018 -1.30% -2.50% -7.23% -7.67%
2017 2.24% -6.10% 5.33% 9.19%
2016 3.74% 15.09% -1.94% -0.43%
2015 -8.02% -0.62% -8.31% -3.93%

2014 10.74% 3.38% -18.02% -10.28%
2013 -4.46% -11.56% 1.80% -2.36%
2012 -8.70% -- -- --

Rank in Category (By Total Return)

YTD 90
1-Month 3
3-Month 90
1-Year 49
3-Year 12
5-Year 1

Load Adjusted Returns

1-Year 0.24%
3-Year 16.44%
5-Year 15.75%
10-Year 3.65%

Performance & Risk

YTD Return 7.60%
5y Average Return 16.93%
Rank in Category (ytd) 90
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.87
Morningstar Risk Rating

Fund Overview

Category Commodities Broad Basket
Fund Family AQR Funds
Net Assets 409.15M
YTD Return 1.93%
Yield 7.42%
Morningstar Rating
Inception Date Jul 09, 2012

Fund Summary

The fund pursues its investment objective by allocating assets among various commodity sectors (including agricultural, energy, livestock, softs (e.g., non-grain agricultural products such as coffee, sugar, cocoa, etc.), precious and base metals and carbon pricing). The fund’s investments include alternative commodities (i.e. those commodities that are not typically included in large, widely recognized commodity indices). The fund will obtain exposure to commodity sectors by investing in commodity-linked derivatives, directly or through its investment in the Subsidiary. It is non-diversified.

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