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QLEIX: AQR LONG-SHORT EQUITY FUND CLASS I (MUTUAL FUND)
Basic Info 20.97 0.21(0.99%) June 05
| Asset Class: | Long/Short Equity |
| MyPlanIQ Rating: | (10%) |
| Start Date: | 07/16/2013 |
| Last Dividend Date: | 12/17/2025 |
| 12-Mo. Yield | 2.01% |
| Expenses | 1.26% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/16/2013 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | -0.9 | 14.9 | 27.1 | 20.6 | 11.3 | 12.3 | 32.8 | 30.0 | 24.4 | 14.7 | 31.0 | -15.3 | 1.2 | -16.3 | 15.7 | 11.1 | 17.0 | 14.9 | 11.2 |
| Sharpe Ratio | NA | -0.56 | 1.69 | 2.98 | 1.76 | 0.89 | 1.05 | 3.34 | 3.08 | 2.4 | 0.93 | 2.63 | -0.87 | -0.02 | -1.7 | 2.88 | 1.29 | 1.48 | 1.87 | 3.37 |
| Draw Down(%) | NA | 5.8 | 6.0 | 7.1 | 17.1 | 39.2 | 39.2 | 7.1 | 5.7 | 6.9 | 17.1 | 12.0 | 25.6 | 8.9 | 23.4 | 2.1 | 4.6 | 7.0 | 5.3 | 4.3 |
| Standard Deviation(%) | NA | 8.2 | 7.3 | 8.0 | 10.2 | 10.8 | 10.5 | 9.1 | 7.6 | 8.5 | 14.5 | 11.8 | 17.7 | 9.0 | 10.4 | 5.3 | 8.4 | 11.5 | 8.0 | 7.6 |
| Treynor Ratio | NA | -0.18 | 0.44 | 0.81 | 0.85 | 0.29 | 0.31 | 0.89 | 0.75 | 1.14 | 1.44 | 0.94 | -0.38 | 0.0 | -0.37 | 0.36 | 0.24 | 0.3 | 0.34 | 0.47 |
| Alpha | NA | -0.03 | 0.02 | 0.06 | 0.06 | 0.02 | 0.02 | 0.08 | 0.06 | 0.06 | 0.06 | 0.08 | -0.1 | -0.05 | -0.07 | 0.02 | 0.02 | 0.06 | 0.03 | 0.04 |
| Beta | NA | 0.26 | 0.28 | 0.29 | 0.21 | 0.33 | 0.35 | 0.34 | 0.31 | 0.18 | 0.09 | 0.33 | 0.4 | 0.5 | 0.48 | 0.42 | 0.46 | 0.56 | 0.44 | 0.55 |
| RSquared | NA | 0.19 | 0.22 | 0.3 | 0.13 | 0.31 | 0.34 | 0.51 | 0.27 | 0.08 | 0.02 | 0.13 | 0.62 | 0.49 | 0.62 | 0.28 | 0.51 | 0.57 | 0.39 | 0.5 |
| Yield(%) | N/A | 0.0 | 2.0 | 10.6 | 9.4 | 6.4 | N/A | 2.3 | 8.6 | 21.4 | 10.7 | 0.0 | 0.0 | 0.0 | 4.8 | 9.7 | 3.3 | 5.6 | 8.6 | 9.0 |
| Dividend Growth(%) | N/A | -100.0 | -67.5 | 222.6 | 140.4 | N/A | N/A | -67.5 | -58.4 | 108.0 | N/A | N/A | N/A | -100.0 | -47.9 | 222.1 | -34.9 | -30.7 | -3.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/16/2013
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