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QICRX: AQR INTERNATIONAL MULTI-STYLE FUND CLASS R6 (MUTUAL FUND)
Basic Info 13.65 0.05(0.36%) April 25
Asset Class: | EQUITY |
MyPlanIQ Rating: | (55%) |
Start Date: | 07/15/2014 |
Last Dividend Date: | 12/18/2023 |
12-Mo. Yield | 2.88% |
Expenses | 0.55% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.0 | 6.0 | 14.5 | 4.1 | 7.4 | 5.8 | 19.7 | -12.0 | 9.0 | 4.1 | 16.4 | -14.7 | 25.0 | -3.8 | 0.3 | -6.5 |
Sharpe Ratio | NA | 0.93 | 0.61 | 0.07 | 0.28 | 0.19 | 1.2 | -0.63 | 0.68 | 0.13 | 1.23 | -1.17 | 3.16 | -0.21 | 0.02 | -0.97 |
Draw Down(%) | NA | 4.3 | 8.8 | 28.8 | 35.5 | 37.0 | 8.8 | 28.0 | 8.2 | 35.5 | 9.3 | 22.7 | 2.5 | 15.1 | 15.1 | 13.3 |
Standard Deviation(%) | NA | 10.3 | 11.8 | 16.1 | 19.1 | 16.9 | 13.0 | 21.4 | 13.2 | 30.5 | 12.2 | 13.7 | 7.7 | 18.7 | 15.4 | 13.8 |
Treynor Ratio | NA | 0.16 | 0.1 | 0.02 | 0.07 | 0.04 | 0.22 | -0.19 | 0.12 | 0.05 | 0.22 | -0.24 | 0.33 | -0.04 | 0.0 | -0.16 |
Alpha | NA | 0.01 | -0.02 | -0.01 | -0.01 | -0.02 | 0.0 | 0.01 | -0.03 | -0.05 | -0.01 | -0.05 | 0.03 | -0.06 | 0.0 | -0.09 |
Beta | NA | 0.61 | 0.74 | 0.73 | 0.76 | 0.78 | 0.72 | 0.73 | 0.72 | 0.8 | 0.69 | 0.67 | 0.75 | 1.11 | 0.84 | 0.86 |
RSquared | NA | 0.49 | 0.59 | 0.65 | 0.76 | 0.72 | 0.56 | 0.71 | 0.57 | 0.86 | 0.51 | 0.7 | 0.46 | 0.67 | 0.7 | 0.62 |
Yield(%) | N/A | 0.0 | 3.5 | 3.0 | 3.2 | N/A | 3.8 | 2.8 | 3.3 | 2.0 | 3.6 | 3.2 | 3.0 | 2.6 | 1.5 | 4.8 |
Dividend Growth(%) | N/A | -100.0 | 16.2 | N/A | N/A | N/A | 16.2 | -7.5 | 73.9 | -34.3 | -10.3 | 30.0 | 11.1 | 68.8 | -72.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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