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AQR Large Cap Momentum Style I (AMOMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.04-0.06 (-0.28%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.78%
5-year average return13.21%
Number of years up11
Number of years down3
Best 1-yr total return (29 Apr 2024)35.15%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return35.15%
Worst 3-yr total return5.76%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAMOMXCategory
YTD15.35%12.38%
1-month3.45%5.09%
3-month15.35%10.28%
1-year34.59%41.70%
3-year11.28%22.56%
5-year14.99%21.98%
10-year12.32%15.99%
Last bull market37.13%25.99%
Last bear market-16.82%-17.29%

Annual total return (%) history

Year
AMOMXCategory
2024
N/AN/A
2023
18.06%N/A
2022
-17.94%N/A
2021
25.82%N/A
2020
26.77%35.86%
2019
29.22%31.90%
2018
-3.84%-2.09%
2017
23.88%27.67%
2016
4.65%3.23%
2015
2.95%3.60%
2014
9.81%10.00%
2013
35.15%33.92%
2012
17.49%15.34%
2011
-2.68%-2.46%
2010
18.60%15.53%
2009
N/A35.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202415.35%N/AN/AN/A
20231.18%7.28%-3.22%12.38%
2022-6.16%-16.82%-2.80%8.17%
20212.03%10.32%1.82%9.79%
2020-17.97%23.99%11.13%12.16%
201914.56%5.34%1.26%5.75%
20182.37%4.17%8.70%-17.03%
20176.16%3.03%5.92%6.93%
2016-1.02%3.55%1.64%0.45%
20153.14%-0.23%-6.20%6.66%
20141.59%4.80%-0.64%3.79%
20139.46%3.07%8.44%10.46%
201212.45%-0.64%5.54%-0.37%
20117.22%-1.04%-18.19%12.11%
20104.92%-11.65%15.22%11.04%
20099.29%N/AN/AN/A

Rank in category (by total return)

YTD13
1-month8
3-month13
1-year65
3-year22
5-year54

Load adjusted returns

1-year34.59%
3-year11.28%
5-year14.99%
10-year12.32%