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Aqr Global Equity Fund Class R6: (MF: AQGRX)

(NASDAQ Mutual Funds) As of Aug 9, 2024 08:00 PM ET

$10.75 USD

+0.06 (0.56%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2024

Total Return %* Percentile Rank Objective
YTD 16.85 6
3 months 3.12 18
6 months 16.85 6
1 Year 25.69 9
3 Year 9.17 2
5 Year 11.52 19
10 Year 7.88 41

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Jun 30, 2024

1 Year 25.69
5 Year 11.51
10 Year 7.88
Since Inception 8.49

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 13.31 3.12 NA NA
2023 6.03 7.85 -0.63 8.24
2022 -4.06 -13.53 -6.45 10.70
2021 7.62 4.36 -2.23 7.76
2020 -24.01 20.17 7.03 12.00
2019 13.48 0.24 -0.95 8.85

Annual Return

2024202320222021202020192018201720162015
% Total Return 16.8523.00-14.0918.339.4822.64-14.4025.577.03-3.63
% Total Return Rel to Index 4.81-1.415.000.17-4.59-2.55-3.975.451.69-0.87
% Total Return Rel to Peer 8.854.365.472.12-7.18-2.10-4.373.341.45-1.36
% Perf Quintile vs Peer* 0.002.002.002.004.004.005.002.002.004.00
% Dividends 0.000.290.120.210.120.130.140.080.000.01
% Yield 0.002.831.421.831.291.431.890.850.000.08
Capital Gains ($) 0.000.290.241.020.000.000.210.370.790.00
Expense Ratio 0.700.700.700.700.700.700.700.700.700.70

* 1 = Top 20%, 5 = Bottom 20%