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AQR Global Equity Fund (AQGNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.97+0.01 (+0.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.70%
5-year average return11.15%
Number of years up11
Number of years down3
Best 1-yr total return (27 Jun 2024)27.67%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return27.67%
Worst 3-yr total return3.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAQGNXCategory
YTD16.28%12.08%
1-month5.81%0.64%
3-month8.43%6.49%
1-year36.18%38.01%
3-year8.65%12.74%
5-year12.42%12.82%
10-year8.34%9.05%
Last bull market27.18%18.82%
Last bear market-13.59%-20.53%

Annual total return (%) history

Year
AQGNXCategory
2024
N/AN/A
2023
22.60%N/A
2022
-14.41%N/A
2021
17.95%N/A
2020
8.96%12.96%
2019
22.24%25.26%
2018
-14.64%-10.06%
2017
25.02%22.28%
2016
6.63%6.93%
2015
2.39%-0.92%
2014
3.29%3.67%
2013
27.67%24.08%
2012
18.67%14.39%
2011
-7.03%-7.19%
2010
13.83%14.49%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.19%N/AN/AN/A
20235.91%7.79%-0.76%8.20%
2022-4.14%-13.59%-6.59%10.62%
20217.54%4.34%-2.37%7.66%
2020-24.14%20.06%7.04%11.78%
201913.40%0.00%-1.10%8.99%
2018-0.56%-1.02%3.66%-16.33%
20176.72%4.03%7.02%5.22%
2016-1.04%-0.13%6.32%1.47%
20155.02%-0.84%-6.87%5.57%
20141.50%3.86%-3.17%1.19%
20137.95%1.64%6.76%8.99%
201211.53%-5.85%6.88%5.73%
20115.74%0.86%-20.51%9.67%
20103.10%-12.32%14.93%9.56%

Rank in category (by total return)

YTD1
1-month8
3-month4
1-year1
3-year2
5-year19

Load adjusted returns

1-year36.18%
3-year8.65%
5-year12.42%
10-year8.34%