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AQR Small Cap Momentum Style R6 (QSMRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.84+0.05 (+0.24%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.98%
5-year average return9.77%
Number of years up6
Number of years down3
Best 1-yr total return (27 Jun 2024)26.65%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return26.65%
Worst 3-yr total return3.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnQSMRXCategory
YTD8.24%12.40%
1-month5.13%3.37%
3-month1.51%4.88%
1-year28.45%55.69%
3-year1.90%19.34%
5-year11.25%20.72%
10-year8.89%13.98%
Last bull market36.07%27.85%
Last bear market-18.54%-24.06%

Annual total return (%) history

Year
QSMRXCategory
2024
N/AN/A
2023
18.46%N/A
2022
-19.51%N/A
2021
15.24%N/A
2020
26.54%38.62%
2019
26.65%27.68%
2018
-11.59%-5.76%
2017
17.49%21.50%
2016
13.38%11.20%
2015
-3.84%-2.41%
2014
N/A2.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.47%N/AN/AN/A
20230.77%7.43%-4.52%14.61%
2022-8.01%-18.54%-0.63%8.08%
202111.10%6.49%-5.10%2.64%
2020-26.81%27.09%8.01%25.95%
201914.99%3.76%-2.16%8.48%
20181.45%8.29%5.32%-23.60%
20172.96%2.21%7.41%3.93%
2016-5.07%5.40%6.40%6.50%
20154.91%0.00%-11.54%3.61%
20149.10%N/AN/AN/A

Rank in category (by total return)

YTD20
1-month39
3-month29
1-year10
3-year12
5-year22

Load adjusted returns

1-year28.45%
3-year1.90%
5-year11.25%
10-year8.89%