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AQR Funds - AQR TM Small Cap Momentum Style Fund (ATSMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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28.250.00 (0.00%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return12.46%
5-Year Average Return6.31%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)43.71%
Worst 1 Yr Total Return (Feb 3, 2019)-12.27%
Best 3-Yr Total Return43.71%
Worst 3-Yr Total Return4.04%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnATSMXCategory
YTD17.03%12.40%
1-Month-5.49%3.37%
3-Month21.60%4.88%
1-Year110.47%55.69%
3-Year16.56%19.34%
5-Year13.27%20.72%
10-Year0.00%13.98%
Last Bull Market5.20%27.85%
Last Bear Market0.00%-24.06%

Annual Total Return (%) History

Year
ATSMXCategory
2020
28.11%38.62%
2019
28.81%27.68%
2018
-12.27%-5.76%
2017
16.69%21.50%
2016
13.03%11.20%
2015
-2.23%-2.41%
2014
1.90%2.44%
2013
43.71%40.91%
2012
N/A13.15%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-25.98%26.46%8.40%26.25%
201915.93%3.99%-2.34%9.41%
20181.48%8.09%4.88%-23.74%
20173.74%2.34%6.48%3.22%
2016-4.99%4.91%5.95%7.05%
20154.91%0.31%-10.87%4.24%
20140.95%0.31%-7.60%8.89%
201314.44%4.15%11.74%7.90%
2012-2.16%6.15%2.36%N/A

Rank In Category (By Total Return)

YTD14
1-Month86
3-Month19
1-Year48
3-Year69
5-Year71

Load Adjusted Returns

1-Year58.61%
3-Year17.64%
5-Year19.45%
10-YearN/A