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AQR Large Cap Multi-Style I (QCELX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.82+0.08 (+0.41%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.84%
5-year average return13.97%
Number of years up7
Number of years down3
Best 1-yr total return (2 July 2024)27.07%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return27.07%
Worst 3-yr total return5.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnQCELXCategory
YTD15.02%5.31%
1-month1.92%-4.19%
3-month1.65%3.90%
1-year26.39%20.31%
3-year10.37%6.48%
5-year14.25%11.78%
10-year10.70%10.96%
Last bull market29.00%25.56%
Last bear market-15.07%-15.11%

Annual total return (%) history

Year
QCELXCategory
2024
N/AN/A
2023
26.21%22.32%
2022
-15.64%-16.96%
2021
27.07%26.07%
2020
14.92%15.83%
2019
24.34%28.78%
2018
-10.84%-6.27%
2017
24.26%20.44%
2016
7.08%10.37%
2015
-0.33%-1.07%
2014
13.88%10.96%
2013
N/A31.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.15%1.65%N/AN/A
20235.45%8.92%-0.68%10.64%
2022-2.95%-15.07%-4.42%7.09%
20218.84%6.33%0.10%9.69%
2020-22.40%20.49%9.44%12.31%
201912.26%1.77%0.96%7.80%
2018-0.28%1.08%5.79%-16.38%
20176.06%3.57%5.70%7.02%
2016-1.24%-1.11%4.32%5.09%
20151.51%-0.35%-5.83%4.63%
20143.00%5.20%0.15%4.93%
20133.47%6.12%11.94%N/A

Rank in category (by total return)

YTD34
1-month71
3-month67
1-year16
3-year17
5-year40

Load adjusted returns

1-year26.39%
3-year10.37%
5-year14.25%
10-year10.70%