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AQR Small Cap Momentum Style I (ASMOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.37+0.40 (+2.00%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.95%
5-Year Average Return9.31%
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return (May 1, 2024)44.67%
Worst 1 Yr Total Return (May 1, 2024)N/A
Best 3-Yr Total Return44.67%
Worst 3-Yr Total Return3.10%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnASMOXCategory
YTD10.41%12.40%
1-Month3.58%3.37%
3-Month10.41%4.88%
1-Year29.76%55.69%
3-Year2.89%19.34%
5-Year10.98%20.72%
10-Year8.33%13.98%
Last Bull Market45.47%27.85%
Last Bear Market-18.55%-24.06%

Annual Total Return (%) History

Year
ASMOXCategory
2024
N/AN/A
2023
18.35%N/A
2022
-19.55%N/A
2021
15.12%N/A
2020
26.42%38.62%
2019
26.47%27.68%
2018
-11.65%-5.76%
2017
17.39%21.50%
2016
13.25%11.20%
2015
-3.88%-2.41%
2014
2.96%2.44%
2013
44.67%40.91%
2012
19.62%13.15%
2011
-2.62%-3.55%
2010
27.69%26.98%
2009
N/A35.46%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.41%N/AN/AN/A
20230.70%7.39%-4.50%14.59%
2022-8.02%-18.55%-0.63%8.06%
202111.10%6.47%-5.16%2.61%
2020-26.82%27.06%7.99%25.90%
201914.94%3.75%-2.20%8.45%
20181.45%8.23%5.32%-23.60%
20172.96%2.21%7.40%3.87%
2016-5.06%5.33%6.39%6.44%
20154.91%0.00%-11.57%3.61%
20141.07%0.75%-7.30%9.06%
201314.06%3.42%12.33%9.18%
201212.89%-1.79%5.84%1.93%
20119.31%-0.83%-23.72%17.75%
20109.04%-10.46%12.94%15.80%
20091.63%N/AN/AN/A

Rank In Category (By Total Return)

YTD18
1-Month17
3-Month18
1-Year7
3-Year17
5-Year26

Load Adjusted Returns

1-Year29.76%
3-Year2.89%
5-Year10.98%
10-Year8.33%