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AQR Small Cap Multi-Style I (QSMLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.50+0.17 (+0.98%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.92%
5-year average return9.47%
Number of years up7
Number of years down3
Best 1-yr total return (2 May 2024)26.48%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return26.48%
Worst 3-yr total return4.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnQSMLXCategory
YTD-1.67%20.19%
1-month-7.03%0.02%
3-month0.12%4.36%
1-year23.35%60.18%
3-year1.84%11.32%
5-year9.17%13.88%
10-year7.62%11.19%
Last bull market29.52%27.98%
Last bear market-15.25%-24.08%

Annual total return (%) history

Year
QSMLXCategory
2024
N/AN/A
2023
24.02%N/A
2022
-18.30%N/A
2021
26.48%N/A
2020
17.97%10.99%
2019
20.42%23.75%
2018
-14.02%-12.72%
2017
9.29%12.28%
2016
22.49%20.78%
2015
-4.50%-5.38%
2014
3.63%3.79%
2013
N/A37.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.77%N/AN/AN/A
20231.27%8.45%-1.83%15.02%
2022-8.02%-15.25%-4.45%9.69%
202117.35%3.59%-2.44%6.65%
2020-31.86%25.36%8.14%27.72%
201912.13%0.32%-2.22%9.49%
2018-0.47%5.49%2.06%-19.76%
20171.60%0.39%5.16%1.89%
20160.56%2.14%8.30%10.11%
20153.57%-0.73%-9.16%2.26%
20140.93%1.23%-6.23%8.17%
20137.04%10.10%9.73%N/A

Rank in category (by total return)

YTD58
1-month84
3-month89
1-year4
3-year31
5-year18

Load adjusted returns

1-year23.35%
3-year1.84%
5-year9.17%
10-year7.62%