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ADANX vs. QMNNX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ADANX vs. QMNNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AQR Diversified Arbitrage Fund Class N (ADANX) and AQR Equity Market Neutral Fund N (QMNNX). The values are adjusted to include any dividend payments, if applicable.

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ADANX vs. QMNNX - 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%
QMNNX
AQR Equity Market Neutral Fund N
-3.52%26.19%25.43%16.30%27.07%17.38%-19.79%-11.55%-11.94%5.56%

Returns By Period

In the year-to-date period, ADANX achieves a 0.86% return, which is significantly higher than QMNNX's -3.52% return. Over the past 10 years, ADANX has outperformed QMNNX with an annualized return of 6.49%, while QMNNX has yielded a comparatively lower 6.07% 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%

QMNNX

1D
-0.17%
1M
0.43%
YTD
-3.52%
6M
1.87%
1Y
10.76%
3Y*
20.68%
5Y*
18.37%
10Y*
6.07%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ADANX vs. QMNNX - Expense Ratio Comparison

ADANX has a 2.12% expense ratio, which is lower than QMNNX's 5.28% expense ratio.


Return for Risk

ADANX vs. QMNNX — 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

QMNNX
QMNNX Risk / Return Rank: 7878
Overall Rank
QMNNX Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
QMNNX Sortino Ratio Rank: 8787
Sortino Ratio Rank
QMNNX Omega Ratio Rank: 8282
Omega Ratio Rank
QMNNX Calmar Ratio Rank: 8282
Calmar Ratio Rank
QMNNX Martin Ratio Rank: 5151
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. QMNNX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AQR Diversified Arbitrage Fund Class N (ADANX) and AQR Equity Market Neutral Fund N (QMNNX). 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.


ADANXQMNNXDifference

Sharpe ratio

Return per unit of total volatility

4.02

1.77

+2.25

Sortino ratio

Return per unit of downside risk

6.60

2.40

+4.20

Omega ratio

Gain probability vs. loss probability

1.97

1.33

+0.63

Calmar ratio

Return relative to maximum drawdown

9.66

2.06

+7.59

Martin ratio

Return relative to average drawdown

38.51

5.15

+33.37

ADANX vs. QMNNX - Sharpe Ratio Comparison

The current ADANX Sharpe Ratio is 4.02, which is higher than the QMNNX Sharpe Ratio of 1.77. The chart below compares the historical Sharpe Ratios of ADANX and QMNNX, 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


ADANXQMNNXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

4.02

1.77

+2.25

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.89

1.94

-1.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.52

0.74

+0.78

Sharpe Ratio (All Time)

Calculated using the full available price history

1.12

0.87

+0.25

Correlation

The correlation between ADANX and QMNNX is -0.15. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

ADANX vs. QMNNX - Dividend Comparison

ADANX's dividend yield for the trailing twelve months is around 1.84%, more than QMNNX's 1.30% 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%
QMNNX
AQR Equity Market Neutral Fund N
1.30%1.26%6.06%21.67%5.77%1.41%17.64%3.86%0.49%3.37%1.19%2.51%

Drawdowns

ADANX vs. QMNNX - Drawdown Comparison

The maximum ADANX drawdown since its inception was -14.73%, smaller than the maximum QMNNX drawdown of -39.22%. Use the drawdown chart below to compare losses from any high point for ADANX and QMNNX.


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Drawdown Indicators


ADANXQMNNXDifference

Max Drawdown

Largest peak-to-trough decline

-14.73%

-39.22%

+24.49%

Max Drawdown (1Y)

Largest decline over 1 year

-0.64%

-5.47%

+4.83%

Max Drawdown (5Y)

Largest decline over 5 years

-7.48%

-14.23%

+6.75%

Max Drawdown (10Y)

Largest decline over 10 years

-14.73%

-39.22%

+24.49%

Current Drawdown

Current decline from peak

-0.15%

-3.92%

+3.77%

Average Drawdown

Average peak-to-trough decline

-3.06%

-10.67%

+7.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.16%

2.19%

-2.03%

Volatility

ADANX vs. QMNNX - Volatility Comparison

The current volatility for AQR Diversified Arbitrage Fund Class N (ADANX) is 0.41%, while AQR Equity Market Neutral Fund N (QMNNX) has a volatility of 1.36%. This indicates that ADANX experiences smaller price fluctuations and is considered to be less risky than QMNNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ADANXQMNNXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.41%

1.36%

-0.95%

Volatility (6M)

Calculated over the trailing 6-month period

1.06%

4.07%

-3.01%

Volatility (1Y)

Calculated over the trailing 1-year period

1.53%

6.29%

-4.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.68%

9.53%

-6.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.29%

8.23%

-3.94%