Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANDIX (Aqr International Defensive Eq) | -35.42% | -31.86% | -6.74% | -4.32% | 1.55% | NA | NA | … | … |
Data as of 05/05/2026, Common starting date is 07/10/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANDIX (Aqr International Defensive Eq) | 07/10/2012 | 05/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.87 | -31.86 | -6.74 | -4.32 | 1.55 | NA | NA | … | … | -35.42 | 21.41 | 2.53 | 12.39 | -14.20 | 7.52 | 8.43 | 18.39 | -10.35 | 21.59 | 2.58 | -0.90 | 6.94 | 14.65 | 7.69 |
| Sharpe Ratio | NA | -0.69 | -0.33 | -0.27 | 0.00 | NA | NA | … | … | -0.88 | 1.50 | -0.10 | 0.84 | -0.88 | 0.72 | 0.32 | 2.01 | -1.06 | 3.40 | 0.16 | -0.07 | 0.66 | 1.45 | 1.68 |
| Standard Deviation(%) | NA | 50.26 | 30.62 | 25.40 | 20.66 | NA | NA | … | … | 85.41 | 12.39 | 10.48 | 10.52 | 17.83 | 10.37 | 25.31 | 8.42 | 11.14 | 6.19 | 14.44 | 13.50 | 10.54 | 10.04 | 10.09 |
| Draw Down(%) | NA | 41.49 | 41.49 | 41.49 | 41.49 | NA | NA | … | … | 41.49 | 9.04 | 8.66 | 10.49 | 25.67 | 6.75 | 28.99 | 5.79 | 17.11 | 2.39 | 8.59 | 14.09 | 10.01 | 10.18 | 5.09 |
| Yield(%) | 0.00 | 4.78 | 3.53 | 2.85 | 3.04 | 3.53 | 2.65 | … | … | 0.00 | 5.50 | 2.32 | 3.27 | 1.68 | 2.65 | 1.83 | 2.90 | 2.09 | 2.71 | 1.51 | 2.04 | 10.12 | 2.66 | 0.99 |
Data as of 05/05/2026, Common starting date is 07/10/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANDIX (Aqr International Defensive Eq) |
-6.31%
Apr 2023 – Apr 2026 |
-4.04%
Apr 2021 – Apr 2026 |
1.46%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANDIX (Aqr International Defensive Eq) |
15.82%
Sep 2022 – Sep 2025 |
8.77%
Nov 2012 – Nov 2017 |
7.66%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart