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ARCNX vs. QMHNX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ARCNX vs. QMHNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AQR Risk-Balanced Commodities Strategy Fund Class N (ARCNX) and AQR Managed Futures Strategy HV Fund Class N (QMHNX). The values are adjusted to include any dividend payments, if applicable.

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ARCNX vs. QMHNX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ARCNX
AQR Risk-Balanced Commodities Strategy Fund Class N
17.59%20.76%7.19%-0.50%20.97%39.48%8.11%17.68%-17.83%10.20%
QMHNX
AQR Managed Futures Strategy HV Fund Class N
13.82%19.65%10.48%-0.40%49.64%-2.30%-0.85%1.55%-14.59%-2.06%

Returns By Period

In the year-to-date period, ARCNX achieves a 17.59% return, which is significantly higher than QMHNX's 13.82% return. Over the past 10 years, ARCNX has outperformed QMHNX with an annualized return of 12.76%, while QMHNX has yielded a comparatively lower 4.69% annualized return.


ARCNX

1D
0.47%
1M
5.67%
YTD
17.59%
6M
26.30%
1Y
30.38%
3Y*
14.32%
5Y*
18.41%
10Y*
12.76%

QMHNX

1D
-0.62%
1M
1.71%
YTD
13.82%
6M
18.02%
1Y
25.90%
3Y*
17.50%
5Y*
16.03%
10Y*
4.69%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ARCNX vs. QMHNX - Expense Ratio Comparison

ARCNX has a 1.28% expense ratio, which is lower than QMHNX's 4.12% expense ratio.


Return for Risk

ARCNX vs. QMHNX — Risk / Return Rank

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

ARCNX
ARCNX Risk / Return Rank: 8888
Overall Rank
ARCNX Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
ARCNX Sortino Ratio Rank: 8686
Sortino Ratio Rank
ARCNX Omega Ratio Rank: 8484
Omega Ratio Rank
ARCNX Calmar Ratio Rank: 9393
Calmar Ratio Rank
ARCNX Martin Ratio Rank: 8686
Martin Ratio Rank

QMHNX
QMHNX Risk / Return Rank: 8585
Overall Rank
QMHNX Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
QMHNX Sortino Ratio Rank: 8383
Sortino Ratio Rank
QMHNX Omega Ratio Rank: 8181
Omega Ratio Rank
QMHNX Calmar Ratio Rank: 9494
Calmar Ratio Rank
QMHNX Martin Ratio Rank: 7878
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.

ARCNX vs. QMHNX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AQR Risk-Balanced Commodities Strategy Fund Class N (ARCNX) and AQR Managed Futures Strategy HV Fund Class N (QMHNX). 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.


ARCNXQMHNXDifference

Sharpe ratio

Return per unit of total volatility

1.96

1.89

+0.07

Sortino ratio

Return per unit of downside risk

2.45

2.32

+0.13

Omega ratio

Gain probability vs. loss probability

1.36

1.34

+0.02

Calmar ratio

Return relative to maximum drawdown

3.14

3.27

-0.13

Martin ratio

Return relative to average drawdown

9.87

8.68

+1.18

ARCNX vs. QMHNX - Sharpe Ratio Comparison

The current ARCNX Sharpe Ratio is 1.96, which is comparable to the QMHNX Sharpe Ratio of 1.89. The chart below compares the historical Sharpe Ratios of ARCNX and QMHNX, 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


ARCNXQMHNXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.96

1.89

+0.07

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.97

0.94

+0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.73

0.30

+0.43

Sharpe Ratio (All Time)

Calculated using the full available price history

0.29

0.35

-0.06

Correlation

The correlation between ARCNX and QMHNX is -0.01. 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

ARCNX vs. QMHNX - Dividend Comparison

ARCNX's dividend yield for the trailing twelve months is around 11.54%, more than QMHNX's 1.66% yield.


TTM20252024202320222021202020192018201720162015
ARCNX
AQR Risk-Balanced Commodities Strategy Fund Class N
11.54%13.57%1.89%7.45%9.45%18.31%0.09%4.98%0.29%0.01%4.69%0.00%
QMHNX
AQR Managed Futures Strategy HV Fund Class N
1.66%1.89%2.09%7.36%8.75%10.64%7.79%3.80%0.00%0.00%0.01%7.47%

Drawdowns

ARCNX vs. QMHNX - Drawdown Comparison

The maximum ARCNX drawdown since its inception was -55.17%, which is greater than QMHNX's maximum drawdown of -40.29%. Use the drawdown chart below to compare losses from any high point for ARCNX and QMHNX.


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Drawdown Indicators


ARCNXQMHNXDifference

Max Drawdown

Largest peak-to-trough decline

-55.17%

-40.29%

-14.88%

Max Drawdown (1Y)

Largest decline over 1 year

-10.10%

-8.40%

-1.70%

Max Drawdown (5Y)

Largest decline over 5 years

-20.30%

-19.23%

-1.07%

Max Drawdown (10Y)

Largest decline over 10 years

-32.80%

-35.34%

+2.54%

Current Drawdown

Current decline from peak

-0.56%

-1.23%

+0.67%

Average Drawdown

Average peak-to-trough decline

-26.26%

-18.52%

-7.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.21%

3.16%

+0.05%

Volatility

ARCNX vs. QMHNX - Volatility Comparison

AQR Risk-Balanced Commodities Strategy Fund Class N (ARCNX) has a higher volatility of 5.33% compared to AQR Managed Futures Strategy HV Fund Class N (QMHNX) at 4.04%. This indicates that ARCNX's price experiences larger fluctuations and is considered to be riskier than QMHNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ARCNXQMHNXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.33%

4.04%

+1.29%

Volatility (6M)

Calculated over the trailing 6-month period

12.61%

9.99%

+2.62%

Volatility (1Y)

Calculated over the trailing 1-year period

15.93%

14.17%

+1.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.16%

17.22%

+1.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.46%

15.46%

+2.00%