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AQR Small Cap Momentum Style N (ASMNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.85-0.12 (-0.57%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.76%
5-year average return9.39%
Number of years up8
Number of years down3
Best 1-yr total return (27 June 2024)44.36%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return44.36%
Worst 3-yr total return2.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnASMNXCategory
YTD8.02%12.40%
1-month5.10%3.37%
3-month1.35%4.88%
1-year27.91%55.69%
3-year1.53%19.34%
5-year10.85%20.72%
10-year8.53%13.98%
Last bull market35.92%27.85%
Last bear market-18.59%-24.06%

Annual total return (%) history

Year
ASMNXCategory
2024
N/AN/A
2023
18.07%N/A
2022
-19.78%N/A
2021
14.80%N/A
2020
26.18%38.62%
2019
26.14%27.68%
2018
-11.87%-5.76%
2017
17.17%21.50%
2016
12.99%11.20%
2015
-4.19%-2.41%
2014
2.71%2.44%
2013
44.36%40.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.33%N/AN/AN/A
20230.70%7.33%-4.60%14.52%
2022-8.06%-18.59%-0.75%7.99%
202110.96%6.43%-5.20%2.54%
2020-26.84%26.90%7.94%25.92%
201914.91%3.64%-2.25%8.37%
20181.36%8.18%5.23%-23.63%
20172.91%2.16%7.31%3.86%
2016-5.08%5.30%6.27%6.38%
20154.78%-0.05%-11.63%3.53%
20140.99%0.71%-7.37%9.02%
201314.00%3.36%12.24%9.15%

Rank in category (by total return)

YTD22
1-month39
3-month31
1-year11
3-year14
5-year28

Load adjusted returns

1-year27.91%
3-year1.53%
5-year10.85%
10-year8.53%