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AQINX: AQR INTERNATIONAL EQUITY FUND CLASS N (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/05/2009 |
| Last Dividend Date: | 01/23/2023 |
| 12-Mo. Yield | 8.43% |
| Expenses | 0.86% |
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Performance Analytics (As of 01/30/2023)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/05/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | -9.2 | -0.5 | -2.4 | 2.9 | 4.0 | 1.3 | -13.8 | 1.0 | 5.2 | 17.8 | -17.7 | 25.4 | 2.9 | 1.7 | -7.8 | 23.4 | 22.4 | -15.3 | 10.4 | 4.1 |
| Sharpe Ratio | NA | -0.5 | -0.05 | -0.17 | 0.14 | 0.19 | 3.39 | -0.7 | 0.07 | 0.17 | 1.41 | -1.43 | 3.31 | 0.16 | 0.12 | -0.67 | 1.77 | 1.21 | -0.51 | 0.39 | 0.8 |
| Draw Down(%) | NA | 27.2 | 35.8 | 41.4 | 42.4 | 42.4 | 0.5 | 28.6 | 10.1 | 36.5 | 11.3 | 26.1 | 2.7 | 11.7 | 14.3 | 14.2 | 10.0 | 19.0 | 30.0 | 20.5 | 7.2 |
| Standard Deviation(%) | NA | 21.6 | 22.7 | 19.3 | 16.5 | 19.0 | 4.4 | 21.8 | 13.7 | 29.5 | 11.6 | 13.4 | 7.5 | 17.2 | 14.5 | 11.8 | 13.2 | 18.7 | 29.9 | 26.2 | 22.8 |
| Treynor Ratio | NA | -0.11 | -0.01 | -0.04 | 0.02 | 0.03 | 0.8 | -0.15 | 0.01 | 0.05 | 0.15 | -0.2 | 0.27 | 0.03 | 0.02 | -0.08 | 0.23 | 0.21 | -0.14 | 0.09 | 0.16 |
| Alpha | NA | -0.04 | -0.02 | -0.02 | -0.01 | -0.01 | -0.02 | -0.01 | -0.03 | -0.01 | -0.02 | -0.02 | 0.01 | 0.0 | 0.02 | -0.01 | 0.01 | 0.01 | -0.01 | 0.0 | -0.02 |
| Beta | NA | 0.96 | 0.95 | 0.96 | 0.96 | 1.01 | 0.19 | 0.99 | 0.9 | 0.95 | 1.06 | 0.95 | 0.93 | 0.95 | 0.91 | 1.01 | 1.02 | 1.09 | 1.08 | 1.17 | 1.14 |
| RSquared | NA | 0.93 | 0.92 | 0.92 | 0.92 | 0.93 | 0.29 | 0.95 | 0.72 | 0.97 | 0.94 | 0.9 | 0.84 | 0.94 | 0.94 | 0.92 | 0.95 | 0.94 | 0.97 | 0.9 | 0.97 |
| Yield(%) | N/A | 8.4 | 5.5 | 3.7 | 5.3 | N/A | 1.7 | 6.8 | 4.8 | 2.8 | 3.1 | 2.0 | 10.3 | 4.3 | 2.9 | 7.3 | 9.9 | 3.2 | 2.1 | 3.2 | 2.9 |
| Dividend Growth(%) | N/A | 74.0 | 11.4 | -39.7 | N/A | N/A | -79.8 | 44.8 | 70.5 | 5.7 | 28.0 | -78.3 | 143.6 | 45.1 | -66.5 | -19.1 | 270.5 | 28.4 | -31.5 | 12.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/05/2009
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