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ADANX vs. CSQAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ADANX vs. CSQAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AQR Diversified Arbitrage Fund Class N (ADANX) and Credit Suisse Multialternative Strategy Fund Class A Shares (CSQAX). The values are adjusted to include any dividend payments, if applicable.

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ADANX vs. CSQAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ADANX
AQR Diversified Arbitrage Fund Class N
0.86%7.75%2.92%4.23%-3.54%5.99%24.85%8.33%2.02%5.59%
CSQAX
Credit Suisse Multialternative Strategy Fund Class A Shares
1.07%0.73%0.66%1.72%5.52%9.98%6.10%2.88%-4.31%4.07%

Returns By Period

In the year-to-date period, ADANX achieves a 0.86% return, which is significantly lower than CSQAX's 1.07% return. Over the past 10 years, ADANX has outperformed CSQAX with an annualized return of 6.49%, while CSQAX has yielded a comparatively lower 3.10% annualized return.


ADANX

1D
0.16%
1M
0.08%
YTD
0.86%
6M
2.58%
1Y
6.13%
3Y*
4.95%
5Y*
2.37%
10Y*
6.49%

CSQAX

1D
0.12%
1M
-4.37%
YTD
1.07%
6M
1.86%
1Y
-1.79%
3Y*
2.54%
5Y*
2.78%
10Y*
3.10%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ADANX vs. CSQAX - Expense Ratio Comparison

ADANX has a 2.12% expense ratio, which is higher than CSQAX's 1.74% expense ratio.


Return for Risk

ADANX vs. CSQAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ADANX
ADANX Risk / Return Rank: 9999
Overall Rank
ADANX Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
ADANX Sortino Ratio Rank: 9999
Sortino Ratio Rank
ADANX Omega Ratio Rank: 9898
Omega Ratio Rank
ADANX Calmar Ratio Rank: 9999
Calmar Ratio Rank
ADANX Martin Ratio Rank: 9999
Martin Ratio Rank

CSQAX
CSQAX Risk / Return Rank: 33
Overall Rank
CSQAX Sharpe Ratio Rank: 33
Sharpe Ratio Rank
CSQAX Sortino Ratio Rank: 33
Sortino Ratio Rank
CSQAX Omega Ratio Rank: 33
Omega Ratio Rank
CSQAX Calmar Ratio Rank: 33
Calmar Ratio Rank
CSQAX Martin Ratio Rank: 44
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ADANX vs. CSQAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AQR Diversified Arbitrage Fund Class N (ADANX) and Credit Suisse Multialternative Strategy Fund Class A Shares (CSQAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


ADANXCSQAXDifference

Sharpe ratio

Return per unit of total volatility

4.02

-0.18

+4.20

Sortino ratio

Return per unit of downside risk

6.60

-0.19

+6.79

Omega ratio

Gain probability vs. loss probability

1.97

0.98

+0.99

Calmar ratio

Return relative to maximum drawdown

9.66

-0.20

+9.85

Martin ratio

Return relative to average drawdown

38.51

-0.31

+38.83

ADANX vs. CSQAX - Sharpe Ratio Comparison

The current ADANX Sharpe Ratio is 4.02, which is higher than the CSQAX Sharpe Ratio of -0.18. The chart below compares the historical Sharpe Ratios of ADANX and CSQAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ADANXCSQAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

4.02

-0.18

+4.20

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.89

0.44

+0.45

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.52

0.52

+1.00

Sharpe Ratio (All Time)

Calculated using the full available price history

1.12

0.49

+0.63

Correlation

The correlation between ADANX and CSQAX is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

ADANX vs. CSQAX - Dividend Comparison

ADANX's dividend yield for the trailing twelve months is around 1.84%, more than CSQAX's 1.07% yield.


TTM20252024202320222021202020192018201720162015
ADANX
AQR Diversified Arbitrage Fund Class N
1.84%1.86%0.96%2.47%0.10%0.40%1.33%1.81%6.22%6.84%6.83%4.43%
CSQAX
Credit Suisse Multialternative Strategy Fund Class A Shares
1.07%1.09%6.54%2.73%2.59%9.06%13.23%4.77%1.84%5.27%1.87%0.24%

Drawdowns

ADANX vs. CSQAX - Drawdown Comparison

The maximum ADANX drawdown since its inception was -14.73%, which is greater than CSQAX's maximum drawdown of -8.37%. Use the drawdown chart below to compare losses from any high point for ADANX and CSQAX.


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Drawdown Indicators


ADANXCSQAXDifference

Max Drawdown

Largest peak-to-trough decline

-14.73%

-8.37%

-6.36%

Max Drawdown (1Y)

Largest decline over 1 year

-0.64%

-5.05%

+4.41%

Max Drawdown (5Y)

Largest decline over 5 years

-7.48%

-7.28%

-0.20%

Max Drawdown (10Y)

Largest decline over 10 years

-14.73%

-8.37%

-6.36%

Current Drawdown

Current decline from peak

-0.15%

-4.58%

+4.43%

Average Drawdown

Average peak-to-trough decline

-3.06%

-2.07%

-0.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.16%

3.17%

-3.01%

Volatility

ADANX vs. CSQAX - Volatility Comparison

The current volatility for AQR Diversified Arbitrage Fund Class N (ADANX) is 0.41%, while Credit Suisse Multialternative Strategy Fund Class A Shares (CSQAX) has a volatility of 3.05%. This indicates that ADANX experiences smaller price fluctuations and is considered to be less risky than CSQAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ADANXCSQAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.41%

3.05%

-2.64%

Volatility (6M)

Calculated over the trailing 6-month period

1.06%

5.76%

-4.70%

Volatility (1Y)

Calculated over the trailing 1-year period

1.53%

7.59%

-6.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.68%

6.33%

-3.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.29%

5.98%

-1.69%