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ARCIX vs. QAI
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ARCIX vs. QAI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AQR Risk-Balanced Commodities Strategy Fund (ARCIX) and IQ Hedge Multi-Strategy Tracker ETF (QAI). The values are adjusted to include any dividend payments, if applicable.

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ARCIX vs. QAI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ARCIX
AQR Risk-Balanced Commodities Strategy Fund
17.04%20.99%7.43%-0.22%21.39%39.74%8.15%18.15%-17.56%10.41%
QAI
IQ Hedge Multi-Strategy Tracker ETF
1.82%8.29%6.67%10.07%-8.68%-0.16%5.73%8.68%-3.32%6.17%

Returns By Period

In the year-to-date period, ARCIX achieves a 17.04% return, which is significantly higher than QAI's 1.82% return. Over the past 10 years, ARCIX has outperformed QAI with an annualized return of 12.98%, while QAI has yielded a comparatively lower 3.30% annualized return.


ARCIX

1D
0.56%
1M
6.06%
YTD
17.04%
6M
26.39%
1Y
30.67%
3Y*
14.38%
5Y*
18.72%
10Y*
12.98%

QAI

1D
1.25%
1M
-2.23%
YTD
1.82%
6M
2.98%
1Y
10.61%
3Y*
8.05%
5Y*
3.40%
10Y*
3.30%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ARCIX vs. QAI - Expense Ratio Comparison

ARCIX has a 1.00% expense ratio, which is higher than QAI's 0.79% expense ratio.


Return for Risk

ARCIX vs. QAI — Risk / Return Rank

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

ARCIX
ARCIX Risk / Return Rank: 9090
Overall Rank
ARCIX Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
ARCIX Sortino Ratio Rank: 8989
Sortino Ratio Rank
ARCIX Omega Ratio Rank: 8787
Omega Ratio Rank
ARCIX Calmar Ratio Rank: 9494
Calmar Ratio Rank
ARCIX Martin Ratio Rank: 8989
Martin Ratio Rank

QAI
QAI Risk / Return Rank: 8080
Overall Rank
QAI Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
QAI Sortino Ratio Rank: 8080
Sortino Ratio Rank
QAI Omega Ratio Rank: 8282
Omega Ratio Rank
QAI Calmar Ratio Rank: 7676
Calmar Ratio Rank
QAI Martin Ratio Rank: 8383
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.

ARCIX vs. QAI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AQR Risk-Balanced Commodities Strategy Fund (ARCIX) and IQ Hedge Multi-Strategy Tracker ETF (QAI). 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.


ARCIXQAIDifference

Sharpe ratio

Return per unit of total volatility

1.98

1.41

+0.56

Sortino ratio

Return per unit of downside risk

2.48

1.99

+0.49

Omega ratio

Gain probability vs. loss probability

1.37

1.31

+0.06

Calmar ratio

Return relative to maximum drawdown

3.08

1.93

+1.15

Martin ratio

Return relative to average drawdown

9.79

8.93

+0.86

ARCIX vs. QAI - Sharpe Ratio Comparison

The current ARCIX Sharpe Ratio is 1.98, which is higher than the QAI Sharpe Ratio of 1.41. The chart below compares the historical Sharpe Ratios of ARCIX and QAI, 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


ARCIXQAIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.98

1.41

+0.56

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.98

0.53

+0.46

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.75

0.54

+0.20

Sharpe Ratio (All Time)

Calculated using the full available price history

0.31

0.51

-0.21

Correlation

The correlation between ARCIX and QAI is 0.28, 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

ARCIX vs. QAI - Dividend Comparison

ARCIX's dividend yield for the trailing twelve months is around 11.48%, more than QAI's 1.48% yield.


TTM20252024202320222021202020192018201720162015
ARCIX
AQR Risk-Balanced Commodities Strategy Fund
11.48%13.44%2.11%7.56%9.51%18.23%0.09%5.19%0.67%0.01%4.82%0.00%
QAI
IQ Hedge Multi-Strategy Tracker ETF
1.48%1.50%2.22%4.08%2.00%0.28%1.98%1.91%1.90%0.00%0.00%0.48%

Drawdowns

ARCIX vs. QAI - Drawdown Comparison

The maximum ARCIX drawdown since its inception was -54.25%, which is greater than QAI's maximum drawdown of -14.95%. Use the drawdown chart below to compare losses from any high point for ARCIX and QAI.


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Drawdown Indicators


ARCIXQAIDifference

Max Drawdown

Largest peak-to-trough decline

-54.25%

-14.95%

-39.30%

Max Drawdown (1Y)

Largest decline over 1 year

-10.19%

-5.43%

-4.76%

Max Drawdown (5Y)

Largest decline over 5 years

-20.29%

-14.32%

-5.97%

Max Drawdown (10Y)

Largest decline over 10 years

-32.45%

-14.95%

-17.50%

Current Drawdown

Current decline from peak

-1.09%

-2.51%

+1.42%

Average Drawdown

Average peak-to-trough decline

-25.68%

-2.60%

-23.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.21%

1.17%

+2.04%

Volatility

ARCIX vs. QAI - Volatility Comparison

AQR Risk-Balanced Commodities Strategy Fund (ARCIX) has a higher volatility of 5.41% compared to IQ Hedge Multi-Strategy Tracker ETF (QAI) at 2.83%. This indicates that ARCIX's price experiences larger fluctuations and is considered to be riskier than QAI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ARCIXQAIDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.41%

2.83%

+2.58%

Volatility (6M)

Calculated over the trailing 6-month period

12.64%

4.95%

+7.69%

Volatility (1Y)

Calculated over the trailing 1-year period

15.98%

7.55%

+8.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.17%

6.51%

+12.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.46%

6.12%

+11.34%