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AIMOX: AQR INTERNATIONAL MOMENTUM STYLE FUND CLASS I (MUTUAL FUND)
Basic Info 15.65 0(0.0%) March 18
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: | (65%) |
| Start Date: | 07/10/2009 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 3.25% |
| Expenses | 0.56% |
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Performance Analytics (As of 03/14/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/10/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.6 | 11.1 | -6.2 | 1.5 | 7.7 | 3.6 | 4.2 | 5.5 | -7.9 | 8.9 | -19.4 | 12.0 | 16.6 | 22.6 | -15.3 | 25.3 | -3.6 | 0.2 | -9.2 | 22.2 | 17.9 | -14.4 | 14.4 | 23.1 |
| Sharpe Ratio | NA | 3.67 | -0.58 | -0.16 | 0.25 | 0.11 | NA | 0.24 | -0.64 | 0.31 | -0.93 | 0.79 | 0.57 | 2.24 | -1.15 | 2.95 | -0.24 | 0.01 | -0.72 | 1.6 | 1.34 | -0.51 | 0.55 | 2.86 |
| Draw Down(%) | NA | 3.3 | 22.4 | 26.2 | 32.2 | 32.2 | NA | 32.2 | 21.9 | 10.9 | 31.8 | 7.6 | 30.6 | 6.0 | 24.4 | 2.6 | 11.7 | 14.6 | 14.3 | 10.5 | 11.3 | 28.8 | 20.2 | 6.4 |
| Standard Deviation(%) | NA | 15.7 | 23.2 | 19.8 | 20.2 | 17.8 | NA | 18.5 | 22.6 | 14.9 | 22.4 | 15.3 | 28.5 | 9.5 | 14.5 | 8.4 | 15.9 | 15.5 | 12.7 | 13.8 | 13.5 | 28.1 | 25.8 | 18.9 |
| Treynor Ratio | NA | 0.89 | -0.21 | -0.05 | 0.08 | 0.03 | NA | 0.06 | -0.23 | 0.07 | -0.35 | 0.26 | 0.19 | 0.37 | -0.23 | 0.31 | -0.05 | 0.0 | -0.1 | 0.24 | 0.25 | -0.15 | 0.12 | 0.59 |
| Alpha | NA | 0.11 | -0.04 | -0.01 | 0.01 | 0.0 | NA | 0.0 | -0.04 | 0.0 | 0.01 | 0.07 | -0.09 | 0.02 | -0.03 | -0.02 | -0.02 | 0.0 | -0.02 | 0.0 | 0.01 | 0.0 | -0.01 | -0.02 |
| Beta | NA | 0.65 | 0.64 | 0.61 | 0.63 | 0.69 | NA | 0.78 | 0.63 | 0.64 | 0.59 | 0.46 | 0.86 | 0.58 | 0.73 | 0.79 | 0.84 | 0.91 | 0.96 | 0.94 | 0.73 | 0.97 | 1.16 | 0.92 |
| RSquared | NA | 0.78 | 0.34 | 0.55 | 0.61 | 0.69 | NA | 0.76 | 0.32 | 0.57 | 0.78 | 0.46 | 0.9 | 0.78 | 0.86 | 0.73 | 0.87 | 0.9 | 0.89 | 0.82 | 0.86 | 0.96 | 0.95 | 0.93 |
| Yield(%) | N/A | 0.0 | 3.2 | 3.8 | 4.8 | 2.9 | 3.1 | N/A | 3.6 | 6.9 | 2.2 | 2.4 | 1.3 | 2.8 | 1.8 | 2.7 | 2.4 | 1.6 | 3.1 | 1.9 | 2.7 | 2.0 | 0.7 | 3.2 |
| Dividend Growth(%) | N/A | -100.0 | -47.2 | 103.7 | 75.0 | N/A | N/A | N/A | -47.2 | 147.2 | -2.1 | 116.3 | -44.7 | 29.6 | -17.9 | 6.2 | 46.2 | -53.9 | 93.1 | -21.0 | 12.9 | 202.2 | -71.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/10/2009
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