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AQR Large Cap Defensive Style I (AUEIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.87-0.06 (-0.25%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.60%
5-year average return10.03%
Number of years up9
Number of years down2
Best 1-yr total return (19 May 2024)30.28%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return30.28%
Worst 3-yr total return5.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAUEIXCategory
YTD5.10%5.31%
1-month-3.31%-4.19%
3-month2.53%3.90%
1-year10.78%20.31%
3-year4.28%6.48%
5-year8.90%11.78%
10-year11.34%10.96%
Last bull market17.05%25.56%
Last bear market-12.99%-15.11%

Annual total return (%) history

Year
AUEIXCategory
2024
N/AN/A
2023
9.41%22.32%
2022
-13.75%-16.96%
2021
23.50%26.07%
2020
13.10%15.83%
2019
28.64%28.78%
2018
-0.25%-6.27%
2017
22.15%20.44%
2016
12.30%10.37%
2015
6.53%-1.07%
2014
15.76%10.96%
2013
30.28%31.50%
2012
N/A14.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.69%N/AN/AN/A
20231.80%2.91%-2.90%7.56%
2022-6.13%-12.99%-4.36%10.41%
20213.27%7.54%0.30%10.86%
2020-18.53%17.90%8.84%8.19%
201912.93%4.97%2.93%5.42%
20180.42%2.66%7.73%-10.19%
20176.38%3.88%3.23%7.07%
20164.48%3.56%0.06%3.72%
20153.04%-0.40%-1.41%5.29%
20142.36%3.95%0.86%7.87%
201312.40%2.28%4.45%8.50%
2012-0.83%N/AN/AN/A

Rank in category (by total return)

YTD62
1-month13
3-month81
1-year94
3-year86
5-year92

Load adjusted returns

1-year10.78%
3-year4.28%
5-year8.90%
10-year11.34%