Nasdaq - Delayed Quote • USD
AQR Small Cap Multi-Style N (QSMNX)
At close: 8:00 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 | 26.16% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -0.29% |
| 5y Average Return | 9.29% |
| Rank in Category (ytd) | 46 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.03 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| QSMNX | Category Average | QSMNX | Category Average | QSMNX | Category Average | |
| Alpha | -5.96 | -0.09 | -4.26 | -0.06 | -5.44 | -0.06 |
| BETA | 1.03 | 0.01 | 1.14 | 0.01 | 1.13 | 0.01 |
| Mean Annual Return | 0.57 | 0.01 | 1.12 | 0.01 | 0.79 | 0.01 |
| R-squared | 71.86 | 0.83 | 77.84 | 0.77 | 74.25 | 0.78 |
| Standard Deviation | 21.42 | 0.26 | 23.76 | 0.21 | 19.9 | 0.19 |
| Sharpe Ratio | 0.18 | 0 | 0.48 | 0.01 | 0.4 | 0.01 |
| Treynor Ratio | 1.65 | 0.08 | 7.87 | 0.1 | 5.58 | 0.09 |
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