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ARCIX vs. QMNIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ARCIX vs. QMNIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AQR Risk-Balanced Commodities Strategy Fund (ARCIX) and AQR Equity Market Neutral Fund Class I (QMNIX). The values are adjusted to include any dividend payments, if applicable.

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ARCIX vs. QMNIX - 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%
QMNIX
AQR Equity Market Neutral Fund Class I
-3.36%26.54%25.85%16.61%27.26%17.64%-19.62%-11.30%-11.73%5.85%

Returns By Period

In the year-to-date period, ARCIX achieves a 17.04% return, which is significantly higher than QMNIX's -3.36% return. Over the past 10 years, ARCIX has outperformed QMNIX with an annualized return of 12.98%, while QMNIX has yielded a comparatively lower 6.35% 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%

QMNIX

1D
0.50%
1M
0.25%
YTD
-3.36%
6M
2.43%
1Y
11.48%
3Y*
21.07%
5Y*
18.62%
10Y*
6.35%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ARCIX vs. QMNIX - Expense Ratio Comparison

ARCIX has a 1.00% expense ratio, which is lower than QMNIX's 5.48% expense ratio.


Return for Risk

ARCIX vs. QMNIX — 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

QMNIX
QMNIX Risk / Return Rank: 8181
Overall Rank
QMNIX Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
QMNIX Sortino Ratio Rank: 9090
Sortino Ratio Rank
QMNIX Omega Ratio Rank: 8686
Omega Ratio Rank
QMNIX Calmar Ratio Rank: 8585
Calmar Ratio Rank
QMNIX Martin Ratio Rank: 5757
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. QMNIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AQR Risk-Balanced Commodities Strategy Fund (ARCIX) and AQR Equity Market Neutral Fund Class I (QMNIX). 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.


ARCIXQMNIXDifference

Sharpe ratio

Return per unit of total volatility

1.98

1.86

+0.12

Sortino ratio

Return per unit of downside risk

2.48

2.52

-0.05

Omega ratio

Gain probability vs. loss probability

1.37

1.36

+0.01

Calmar ratio

Return relative to maximum drawdown

3.08

2.13

+0.94

Martin ratio

Return relative to average drawdown

9.79

5.42

+4.37

ARCIX vs. QMNIX - Sharpe Ratio Comparison

The current ARCIX Sharpe Ratio is 1.98, which is comparable to the QMNIX Sharpe Ratio of 1.86. The chart below compares the historical Sharpe Ratios of ARCIX and QMNIX, 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


ARCIXQMNIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.98

1.86

+0.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.98

1.97

-0.99

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.75

0.78

-0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.31

0.91

-0.60

Correlation

The correlation between ARCIX and QMNIX is -0.04. 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

ARCIX vs. QMNIX - Dividend Comparison

ARCIX's dividend yield for the trailing twelve months is around 11.48%, more than QMNIX's 1.46% 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%
QMNIX
AQR Equity Market Neutral Fund Class I
1.46%1.41%6.10%21.48%5.95%1.39%17.42%3.83%0.48%3.48%1.51%2.57%

Drawdowns

ARCIX vs. QMNIX - Drawdown Comparison

The maximum ARCIX drawdown since its inception was -54.25%, which is greater than QMNIX's maximum drawdown of -38.80%. Use the drawdown chart below to compare losses from any high point for ARCIX and QMNIX.


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Drawdown Indicators


ARCIXQMNIXDifference

Max Drawdown

Largest peak-to-trough decline

-54.25%

-38.80%

-15.45%

Max Drawdown (1Y)

Largest decline over 1 year

-10.19%

-5.43%

-4.76%

Max Drawdown (5Y)

Largest decline over 5 years

-20.29%

-14.05%

-6.24%

Max Drawdown (10Y)

Largest decline over 10 years

-32.45%

-38.80%

+6.35%

Current Drawdown

Current decline from peak

-1.09%

-3.67%

+2.58%

Average Drawdown

Average peak-to-trough decline

-25.68%

-10.39%

-15.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.21%

2.14%

+1.07%

Volatility

ARCIX vs. QMNIX - Volatility Comparison

AQR Risk-Balanced Commodities Strategy Fund (ARCIX) has a higher volatility of 5.41% compared to AQR Equity Market Neutral Fund Class I (QMNIX) at 1.35%. This indicates that ARCIX's price experiences larger fluctuations and is considered to be riskier than QMNIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ARCIXQMNIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.41%

1.35%

+4.06%

Volatility (6M)

Calculated over the trailing 6-month period

12.64%

4.16%

+8.48%

Volatility (1Y)

Calculated over the trailing 1-year period

15.98%

6.32%

+9.66%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.17%

9.50%

+9.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.46%

8.22%

+9.24%