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AQR Global Equity Fund (AQGRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.24+0.03 (+0.27%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return16.65%
5-Year Average Return11.48%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Jun 20, 2024)25.57%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return25.57%
Worst 3-Yr Total Return3.63%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAQGRXCategory
YTD16.44%12.08%
1-Month5.77%0.64%
3-Month8.54%6.49%
1-Year36.78%38.01%
3-Year9.04%12.74%
5-Year12.79%12.82%
10-Year8.75%9.05%
Last Bull Market27.39%18.82%
Last Bear Market-13.53%-20.53%

Annual Total Return (%) History

Year
AQGRXCategory
2024
N/AN/A
2023
23.00%N/A
2022
-14.09%N/A
2021
18.33%N/A
2020
9.48%12.96%
2019
22.64%25.26%
2018
-14.41%-10.06%
2017
25.57%22.28%
2016
7.03%6.93%
2015
2.86%-0.92%
2014
N/A3.67%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.32%N/AN/AN/A
20236.03%7.85%-0.63%8.24%
2022-4.06%-13.53%-6.45%10.71%
20217.62%4.36%-2.23%7.76%
2020-24.01%20.18%7.04%12.01%
201913.49%0.24%-0.96%8.85%
2018-0.56%-0.89%3.72%-16.27%
20176.91%4.10%7.05%5.39%
2016-0.90%-0.13%6.51%1.54%
20155.21%-0.83%-6.66%5.61%
20143.94%-3.03%1.28%N/A

Rank In Category (By Total Return)

YTD1
1-Month8
3-Month4
1-Year1
3-Year1
5-Year12

Load Adjusted Returns

1-Year36.78%
3-Year9.04%
5-Year12.79%
10-Year8.75%