QCFIX vs. QCFRX

Last updated Jun 3, 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. With a 1.00 correlation, they move nearly in lockstep. 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 stocks are quite close, with QCFIX having a 17.84% return and QCFRX slightly lower at 17.82%.

QCFIX

• 1D: 1.00%
• 1M: 5.14%
• YTD: 17.84%
• 6M: 18.57%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

QCFRX

• 1D: 1.00%
• 1M: 5.23%
• YTD: 17.82%
• 6M: 18.69%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

QCFIX vs. QCFRX - Yearly Performance Comparison

	2026 (YTD)	2025
QCFIX AQR CVX Fusion Fund Class I	17.84%	2.00%
QCFRX AQR CVX Fusion Fund Class R6	17.82%	2.02%

Correlation

The correlation between QCFIX and QCFRX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 7, 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.

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

Sharpe Ratios by Period

	QCFIX	QCFRX	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	2.84	2.85	-0.02

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	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-1.59%	-1.59%	0.00%

Volatility

Volatility by Period

	QCFIX	QCFRX	Difference
Volatility (1Y) Calculated over the trailing 1-year period	14.63%	14.54%	+0.09%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.63%	14.54%	+0.09%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.63%	14.54%	+0.09%

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 6.64%, which matches QCFRX's 6.65% yield.

Position	TTM	2025
QCFIX AQR CVX Fusion Fund Class I	6.64%	7.82%
QCFRX AQR CVX Fusion Fund Class R6	6.65%	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.