QCFIX vs. QCFRX

Last updated Aug 1, 2026

QCFIX (AQR CVX Fusion Fund Class I) and QCFRX (AQR CVX Fusion Fund Class R6) are both Systematic Trend funds from AQR. Both are actively managed. Their 1.00 correlation means they have historically moved very closely together. QCFIX charges 2.17%/yr vs 2.07%/yr for QCFRX.

Performance

QCFIX vs. QCFRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AQR CVX Fusion Fund Class I (QCFIX) and AQR CVX Fusion Fund Class R6 (QCFRX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with QCFIX having a 13.24% return and QCFRX slightly higher at 13.32%.

QCFIX

• 1D: 1.78%
• 1M: 0.88%
• 6M: 8.64%
• YTD: 13.24%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

QCFRX

• 1D: 1.78%
• 1M: 0.88%
• 6M: 8.82%
• YTD: 13.32%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
QCFIX AQR CVX Fusion Fund Class I	$0.00	$0.00	$0.00
QCFRX AQR CVX Fusion Fund Class R6	$0.00	$0.00	$0.00

QCFIX vs. QCFRX - Yearly Performance Comparison

	2026 (YTD)	2025
QCFIX AQR CVX Fusion Fund Class I	13.24%	2.00%
QCFRX AQR CVX Fusion Fund Class R6	13.32%	2.02%

Correlation

The correlation between QCFIX and QCFRX is 1.00 - they have historically moved very closely together. At this level, their price movements offset little of one another.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 6, 2025	1.00

Return for Risk

QCFIX vs. QCFRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AQR CVX Fusion Fund Class I (QCFIX) and AQR CVX Fusion Fund Class R6 (QCFRX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Drawdowns

QCFIX vs. QCFRX - Drawdown Comparison

The maximum QCFIX drawdown since its inception was -7.93%, roughly equal to the maximum QCFRX drawdown of -8.00%. Use the drawdown chart below to compare losses from any high point for QCFIX and QCFRX.

Drawdown Indicators

	QCFIX	QCFRX	Difference
Max Drawdown Largest peak-to-trough decline	-7.93%	-8.00%	+0.07%
Current Drawdown Current decline from peak	-4.56%	-4.48%	-0.08%
Average Drawdown Average peak-to-trough decline	-2.08%	-2.07%	-0.01%

Volatility

Volatility by Period

	QCFIX	QCFRX	Difference
Volatility (1Y) Calculated over the trailing 1-year period	15.32%	15.19%	+0.13%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.32%	15.19%	+0.13%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.32%	15.19%	+0.13%

QCFIX vs. QCFRX - Expense Ratio Comparison

QCFIX has a 2.17% expense ratio, which is higher than QCFRX's 2.07% expense ratio.

Dividends

QCFIX vs. QCFRX - Dividend Comparison

QCFIX's dividend yield for the trailing twelve months is around 6.91%, which matches QCFRX's 6.92% yield.

Position	TTM	2025
QCFIX AQR CVX Fusion Fund Class I	6.91%	7.82%
QCFRX AQR CVX Fusion Fund Class R6	6.92%	7.84%

Frequently Asked Questions

Can I hold both QCFIX and QCFRX in my portfolio?

With a correlation of 1.00, QCFIX and QCFRX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.