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AQR Large Cap Defensive Style R6 (QUERX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.05-0.09 (-0.37%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.67%
5-year average return9.50%
Number of years up7
Number of years down2
Best 1-yr total return (24 Jun 2024)28.83%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return28.83%
Worst 3-yr total return5.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnQUERXCategory
YTD7.57%5.31%
1-month2.30%-4.19%
3-month1.55%3.90%
1-year17.66%20.31%
3-year4.77%6.48%
5-year10.34%11.78%
10-year11.49%10.96%
Last bull market17.08%25.56%
Last bear market-12.97%-15.11%

Annual total return (%) history

Year
QUERXCategory
2024
N/AN/A
2023
9.47%22.32%
2022
-13.67%-16.96%
2021
23.54%26.07%
2020
13.20%15.83%
2019
28.83%28.78%
2018
-0.19%-6.27%
2017
22.23%20.44%
2016
12.40%10.37%
2015
6.64%-1.07%
2014
N/A10.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.71%N/AN/AN/A
20231.84%2.91%-2.87%7.53%
2022-6.07%-12.97%-4.37%10.42%
20213.28%7.59%0.27%10.88%
2020-18.55%17.98%8.89%8.20%
201913.02%4.98%2.98%5.44%
20180.47%2.67%7.74%-10.19%
20176.39%3.95%3.23%7.06%
20164.49%3.57%0.13%3.73%
20153.05%-0.34%-1.42%5.32%
20147.89%N/AN/AN/A

Rank in category (by total return)

YTD78
1-month92
3-month84
1-year90
3-year88
5-year94

Load adjusted returns

1-year17.66%
3-year4.77%
5-year10.34%
10-year11.49%