PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
AIMOX vs. ^AW01
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between AIMOX and ^AW01 is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.9

Performance

AIMOX vs. ^AW01 - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AQR International Momentum Style Fund (AIMOX) and FTSE All World (^AW01). The values are adjusted to include any dividend payments, if applicable.

100.00%150.00%200.00%250.00%JulyAugustSeptemberOctoberNovemberDecember
116.78%
257.60%
AIMOX
^AW01

Key characteristics

Sharpe Ratio

AIMOX:

-0.37

^AW01:

1.75

Sortino Ratio

AIMOX:

-0.28

^AW01:

2.34

Omega Ratio

AIMOX:

0.94

^AW01:

1.33

Calmar Ratio

AIMOX:

-0.36

^AW01:

2.16

Martin Ratio

AIMOX:

-2.06

^AW01:

10.02

Ulcer Index

AIMOX:

4.23%

^AW01:

1.77%

Daily Std Dev

AIMOX:

23.64%

^AW01:

10.06%

Max Drawdown

AIMOX:

-32.23%

^AW01:

-59.48%

Current Drawdown

AIMOX:

-24.20%

^AW01:

-3.38%

Returns By Period

In the year-to-date period, AIMOX achieves a -11.01% return, which is significantly lower than ^AW01's 15.76% return. Over the past 10 years, AIMOX has underperformed ^AW01 with an annualized return of 3.11%, while ^AW01 has yielded a comparatively higher 6.96% annualized return.


AIMOX

YTD

-11.01%

1M

-19.24%

6M

-18.78%

1Y

-10.04%

5Y*

1.89%

10Y*

3.11%

^AW01

YTD

15.76%

1M

-0.41%

6M

5.31%

1Y

16.93%

5Y*

8.05%

10Y*

6.96%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

AIMOX vs. ^AW01 - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for AQR International Momentum Style Fund (AIMOX) and FTSE All World (^AW01). 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.


Sharpe ratio
The chart of Sharpe ratio for AIMOX, currently valued at -0.39, compared to the broader market-1.000.001.002.003.004.00-0.391.75
The chart of Sortino ratio for AIMOX, currently valued at -0.31, compared to the broader market-2.000.002.004.006.008.0010.00-0.312.34
The chart of Omega ratio for AIMOX, currently valued at 0.93, compared to the broader market0.501.001.502.002.503.003.500.931.33
The chart of Calmar ratio for AIMOX, currently valued at -0.37, compared to the broader market0.002.004.006.008.0010.0012.0014.00-0.372.16
The chart of Martin ratio for AIMOX, currently valued at -2.14, compared to the broader market0.0020.0040.0060.00-2.1410.02
AIMOX
^AW01

The current AIMOX Sharpe Ratio is -0.37, which is lower than the ^AW01 Sharpe Ratio of 1.75. The chart below compares the historical Sharpe Ratios of AIMOX and ^AW01, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
-0.39
1.75
AIMOX
^AW01

Drawdowns

AIMOX vs. ^AW01 - Drawdown Comparison

The maximum AIMOX drawdown since its inception was -32.23%, smaller than the maximum ^AW01 drawdown of -59.48%. Use the drawdown chart below to compare losses from any high point for AIMOX and ^AW01. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-24.20%
-3.38%
AIMOX
^AW01

Volatility

AIMOX vs. ^AW01 - Volatility Comparison

AQR International Momentum Style Fund (AIMOX) has a higher volatility of 20.79% compared to FTSE All World (^AW01) at 2.77%. This indicates that AIMOX's price experiences larger fluctuations and is considered to be riskier than ^AW01 based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
20.79%
2.77%
AIMOX
^AW01
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2024 PortfoliosLab