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AQR TM Large Cap Momentum Style R6 (QTMRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.02+0.39 (+1.32%)
At close: 08:01PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return9.18%
5-year average return0.00%
Number of years up5
Number of years down1
Best 1-yr total return (3 Feb 2019)29.35%
Worst 1-yr total return (3 Feb 2019)-4.25%
Best 3-yr total return29.35%
Worst 3-yr total return7.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnQTMRXCategory
YTD-2.45%12.38%
1-month-6.54%5.09%
3-month0.77%10.28%
1-year29.59%41.70%
3-year13.70%22.56%
5-year12.18%21.98%
10-year0.00%15.99%
Last bull market9.44%25.99%
Last bear market0.00%-17.29%

Annual total return (%) history

Year
QTMRXCategory
2020
29.35%35.86%
2019
28.88%31.90%
2018
-4.25%-2.09%
2017
23.87%27.67%
2016
4.28%3.23%
2015
2.96%3.60%
2014
N/A10.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-16.59%23.58%11.15%12.90%
201914.69%5.11%0.80%6.05%
20182.90%3.99%8.57%-17.59%
20175.63%2.86%5.95%7.60%
2016-1.16%2.46%1.92%1.02%
20152.73%-0.36%-5.88%6.87%
20143.71%N/AN/AN/A

Rank in category (by total return)

YTD71
1-month81
3-month54
1-year74
3-year83
5-year82

Load adjusted returns

1-year36.53%
3-year14.73%
5-year17.25%
10-yearN/A