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AQR Large Cap Defensive Style R6 (QUERX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.88-0.09 (-0.38%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.89%
5-Year Average Return9.34%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)28.83%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return28.83%
Worst 3-Yr Total Return5.30%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnQUERXCategory
YTD7.57%5.31%
1-Month2.30%-4.19%
3-Month1.55%3.90%
1-Year17.66%20.31%
3-Year4.77%6.48%
5-Year10.34%11.78%
10-Year11.49%10.96%
Last Bull Market17.08%25.56%
Last Bear Market-12.97%-15.11%

Annual Total Return (%) History

Year
QUERXCategory
2024
N/AN/A
2023
9.47%22.32%
2022
-13.67%-16.96%
2021
23.54%26.07%
2020
13.20%15.83%
2019
28.83%28.78%
2018
-0.19%-6.27%
2017
22.23%20.44%
2016
12.40%10.37%
2015
6.64%-1.07%
2014
N/A10.96%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.71%N/AN/AN/A
20231.84%2.91%-2.87%7.53%
2022-6.07%-12.97%-4.37%10.42%
20213.28%7.59%0.27%10.88%
2020-18.55%17.98%8.89%8.20%
201913.02%4.98%2.98%5.44%
20180.47%2.67%7.74%-10.19%
20176.39%3.95%3.23%7.06%
20164.49%3.57%0.13%3.73%
20153.05%-0.34%-1.42%5.32%
20147.89%N/AN/AN/A

Rank In Category (By Total Return)

YTD78
1-Month92
3-Month84
1-Year90
3-Year88
5-Year94

Load Adjusted Returns

1-Year17.66%
3-Year4.77%
5-Year10.34%
10-Year11.49%