AQRIX vs. AUEIX

The year-to-date returns for both investments are quite close, with AQRIX having a 3.54% return and AUEIX slightly higher at 3.71%. Over the past 10 years, AQRIX has underperformed AUEIX with an annualized return of 3.70%, while AUEIX has yielded a comparatively higher 4.82% annualized return.

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AQRIX has a 0.80% expense ratio, which is higher than AUEIX's 0.37% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for AQR Multi-Asset Fund (AQRIX) and AQR Large Cap Defensive Style Fund (AUEIX). 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.

The current AQRIX Sharpe Ratio is 0.52, which is higher than the AUEIX Sharpe Ratio of -0.45. The chart below compares the historical Sharpe Ratios of AQRIX and AUEIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AQRIX's dividend yield for the trailing twelve months is around 1.65%, less than AUEIX's 23.44% yield.

The maximum AQRIX drawdown since its inception was -24.06%, smaller than the maximum AUEIX drawdown of -36.80%. Use the drawdown chart below to compare losses from any high point for AQRIX and AUEIX. For additional features, visit the drawdowns tool.