Nasdaq - Delayed Quote USD

AQR Style Premia Alternative I (QSPIX)

8.27 +0.03 (+0.36%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 20.91%
5y Average Return 9.86%
Number of Years Up 6
Number of Years Down 4
Best 1Y Total Return (Apr 26, 2024) 30.64%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 30.64%
Worst 3Y Total Return -14.37%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
QSPIX
Category
YTD
19.15%
5.60%
1-Month
6.96%
0.13%
3-Month
19.15%
2.72%
1-Year
34.41%
12.76%
3-Year
22.30%
4.12%
5-Year
9.49%
3.42%
10-Year
6.33%
2.54%
Last Bull Market
22.36%
4.37%
Last Bear Market
12.26%
-8.39%

Annual Total Return (%) History

Year
QSPIX
Category
2024
--
--
2023
12.81%
--
2022
30.64%
--
2021
24.83%
--
2020
-21.96%
1.63%
2019
-8.20%
7.77%
2018
-12.35%
-4.31%
2017
12.04%
5.56%

2016
-0.47%
2.51%
2015
8.76%
-1.71%
2014
11.30%
3.35%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 19.15% -- -- --
2023 0.00% 5.75% 12.90% -5.51%
2022 11.38% 12.26% -5.57% 10.65%
2021 19.81% -1.57% 2.40% 3.37%
2020 -8.10% -12.28% 0.30% -3.49%
2019 -0.22% -5.00% 0.58% -3.71%
2018 0.67% -8.03% 0.42% -5.72%
2017 1.11% 0.20% 4.68% 5.65%
2016 -0.39% 0.00% -2.38% 2.36%
2015 -2.54% 1.14% 7.30% 2.82%

2014 0.59% 1.07% 1.97% 7.35%

Rank in Category (By Total Return)

YTD 3
1-Month 2
3-Month 3
1-Year 1
3-Year 1
5-Year 7

Load Adjusted Returns

1-Year 34.41%
3-Year 22.30%
5-Year 9.49%
10-Year 6.33%

Performance & Risk

YTD Return 20.91%
5y Average Return 9.86%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) -0.09
Morningstar Risk Rating

Fund Overview

Category Multistrategy
Fund Family AQR Funds
Net Assets 1.14B
YTD Return 19.15%
Yield 19.87%
Morningstar Rating
Inception Date Oct 30, 2013

Fund Summary

The fund pursues its investment objective by aiming to provide exposure to four separate investment styles ("Styles"): value, momentum, carry and defensive, using both "long" and "short" positions within the following asset groups ("Asset Groups"): equities, bonds, interest rates, commodities and currencies. It will achieve its exposure to any of the Asset Groups by using derivatives or holding those assets directly. The fund is non-diversified.

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