Nasdaq - Delayed Quote USD

AQR Long-Short Equity N (QLENX)

15.72 +0.10 (+0.64%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 21.46%
5y Average Return 15.13%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (Oct 29, 2024) 30.70%
Worst 1Y Total Return (Oct 29, 2024) --
Best 3Y Total Return 30.70%
Worst 3Y Total Return -10.26%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
QLENX
Category
YTD
20.92%
9.18%
1-Month
0.26%
-0.20%
3-Month
0.58%
3.85%
1-Year
24.32%
22.90%
3-Year
25.01%
7.45%
5-Year
15.29%
7.00%
10-Year
10.31%
4.81%
Last Bull Market
16.14%
11.80%
Last Bear Market
1.95%
-12.04%

Annual Total Return (%) History

Year
QLENX
Category
2024
--
--
2023
24.02%
--
2022
18.84%
--
2021
30.70%
--
2020
-14.17%
7.89%
2019
1.01%
11.90%
2018
-16.64%
-6.29%
2017
15.47%
11.18%

2016
10.80%
2.34%
2015
16.79%
-2.02%
2014
14.55%
2.92%
2013
--
14.62%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 14.15% 5.31% 0.58% --
2023 3.74% 4.91% 10.83% 2.82%
2022 10.42% 1.95% -8.67% 15.59%
2021 19.03% 0.82% -0.63% 9.61%
2020 -16.26% 0.55% 0.98% 0.95%
2019 3.41% -4.73% 0.66% 1.86%
2018 0.07% -8.40% 0.00% -9.06%
2017 3.38% 1.86% 6.28% 3.17%
2016 2.98% -1.37% 4.08% 4.81%
2015 3.69% 0.62% 5.75% 5.85%

2014 1.96% 2.59% 3.28% 6.03%
2013 8.76% -- -- --

Rank in Category (By Total Return)

YTD 13
1-Month 75
3-Month 81
1-Year 33
3-Year 3
5-Year 7

Load Adjusted Returns

1-Year 24.32%
3-Year 25.01%
5-Year 15.29%
10-Year 10.31%

Performance & Risk

YTD Return 21.46%
5y Average Return 15.13%
Rank in Category (ytd) 13
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.17
Morningstar Risk Rating

Fund Overview

Category Long-Short Equity
Fund Family AQR Funds
Net Assets 1.97B
YTD Return 20.92%
Yield 17.48%
Morningstar Rating
Inception Date Jul 16, 2013

Fund Summary

Under normal market conditions, the fund pursues its investment objective by investing at least 80% of its net assets (including borrowings for investment purposes) in equity instruments and equity related and/or derivative instruments. Equity related and/or derivative instruments are investments that provide exposure to the performance of equity instruments, including equity swaps (both single-name and index swaps), equity index futures and exchange-traded funds and similar pooled investment vehicles (collectively, "Equity Derivative Instruments" and together with Equity Instruments, "Instruments").

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