QCFRX vs. QCFIX

Last updated Jul 11, 2026

QCFRX (AQR CVX Fusion Fund Class R6) and QCFIX (AQR CVX Fusion Fund Class I) are both Systematic Trend funds from AQR. Both are actively managed. With a 1.00 correlation, they move nearly in lockstep. QCFRX charges 2.07%/yr vs 2.17%/yr for QCFIX.

Performance

QCFRX vs. QCFIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AQR CVX Fusion Fund Class R6 (QCFRX) and AQR CVX Fusion Fund Class I (QCFIX). 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 QCFRX having a 14.85% return and QCFIX slightly lower at 14.77%.

QCFRX

• 1D: 1.27%
• 1M: 0.31%
• 6M: 11.54%
• YTD: 14.85%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

QCFIX

• 1D: 1.27%
• 1M: 0.31%
• 6M: 11.36%
• YTD: 14.77%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

QCFRX vs. QCFIX - Yearly Performance Comparison

	2026 (YTD)	2025
QCFRX AQR CVX Fusion Fund Class R6	14.85%	2.02%
QCFIX AQR CVX Fusion Fund Class I	14.77%	2.00%

Correlation

The correlation between QCFRX and QCFIX 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 6, 2025	1.00

Return for Risk

QCFRX vs. QCFIX - Risk-Adjusted Trends Comparison

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

QCFRX vs. QCFIX - Drawdown Comparison

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

Drawdown Indicators

	QCFRX	QCFIX	Difference
Max Drawdown Largest peak-to-trough decline	-8.00%	-7.93%	-0.07%
Current Drawdown Current decline from peak	-3.19%	-3.26%	+0.07%
Average Drawdown Average peak-to-trough decline	-1.92%	-1.93%	+0.01%

Volatility

Volatility by Period

	QCFRX	QCFIX	Difference
Volatility (1Y) Calculated over the trailing 1-year period	15.18%	15.31%	-0.13%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.18%	15.31%	-0.13%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.18%	15.31%	-0.13%

QCFRX vs. QCFIX - Expense Ratio Comparison

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

Dividends

QCFRX vs. QCFIX - Dividend Comparison

QCFRX's dividend yield for the trailing twelve months is around 6.83%, which matches QCFIX's 6.82% yield.

Position	TTM	2025
QCFIX AQR CVX Fusion Fund Class I	6.82%	7.82%
QCFRX AQR CVX Fusion Fund Class R6	6.83%	7.84%

Frequently Asked Questions

Can I hold both QCFRX and QCFIX in my portfolio?

With a correlation of 1.00, QCFRX and QCFIX 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.