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QMHNX vs. ABYAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

QMHNX vs. ABYAX - Performance Comparison

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

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QMHNX vs. ABYAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
ABYAX
Abbey Capital Futures Strategy Fund Class A
4.46%1.47%0.77%-3.55%16.76%3.19%7.59%8.65%-6.49%-0.26%

Returns By Period

In the year-to-date period, QMHNX achieves a 13.82% return, which is significantly higher than ABYAX's 4.46% return. Over the past 10 years, QMHNX has outperformed ABYAX with an annualized return of 4.69%, while ABYAX has yielded a comparatively lower 2.58% annualized return.


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%

ABYAX

1D
0.00%
1M
-0.95%
YTD
4.46%
6M
7.27%
1Y
8.47%
3Y*
2.13%
5Y*
3.44%
10Y*
2.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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QMHNX vs. ABYAX - Expense Ratio Comparison

QMHNX has a 4.12% expense ratio, which is higher than ABYAX's 2.04% expense ratio.


Return for Risk

QMHNX vs. ABYAX — Risk / Return Rank

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

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

ABYAX
ABYAX Risk / Return Rank: 4646
Overall Rank
ABYAX Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
ABYAX Sortino Ratio Rank: 5050
Sortino Ratio Rank
ABYAX Omega Ratio Rank: 4040
Omega Ratio Rank
ABYAX Calmar Ratio Rank: 6464
Calmar Ratio Rank
ABYAX Martin Ratio Rank: 2626
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.

QMHNX vs. ABYAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AQR Managed Futures Strategy HV Fund Class N (QMHNX) and Abbey Capital Futures Strategy Fund Class A (ABYAX). 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.


QMHNXABYAXDifference

Sharpe ratio

Return per unit of total volatility

1.89

1.08

+0.82

Sortino ratio

Return per unit of downside risk

2.32

1.53

+0.80

Omega ratio

Gain probability vs. loss probability

1.34

1.20

+0.14

Calmar ratio

Return relative to maximum drawdown

3.27

1.70

+1.56

Martin ratio

Return relative to average drawdown

8.68

3.42

+5.26

QMHNX vs. ABYAX - Sharpe Ratio Comparison

The current QMHNX Sharpe Ratio is 1.89, which is higher than the ABYAX Sharpe Ratio of 1.08. The chart below compares the historical Sharpe Ratios of QMHNX and ABYAX, 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


QMHNXABYAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.89

1.08

+0.82

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.94

0.43

+0.50

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.30

0.32

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

0.45

-0.10

Correlation

The correlation between QMHNX and ABYAX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

QMHNX vs. ABYAX - Dividend Comparison

QMHNX's dividend yield for the trailing twelve months is around 1.66%, more than ABYAX's 1.22% yield.


TTM20252024202320222021202020192018201720162015
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%
ABYAX
Abbey Capital Futures Strategy Fund Class A
1.22%1.27%1.68%0.99%15.33%3.57%1.36%8.50%0.00%0.00%0.00%0.06%

Drawdowns

QMHNX vs. ABYAX - Drawdown Comparison

The maximum QMHNX drawdown since its inception was -40.29%, which is greater than ABYAX's maximum drawdown of -17.96%. Use the drawdown chart below to compare losses from any high point for QMHNX and ABYAX.


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Drawdown Indicators


QMHNXABYAXDifference

Max Drawdown

Largest peak-to-trough decline

-40.29%

-17.96%

-22.33%

Max Drawdown (1Y)

Largest decline over 1 year

-8.40%

-4.30%

-4.10%

Max Drawdown (5Y)

Largest decline over 5 years

-19.23%

-15.23%

-4.00%

Max Drawdown (10Y)

Largest decline over 10 years

-35.34%

-15.23%

-20.11%

Current Drawdown

Current decline from peak

-1.23%

-3.92%

+2.69%

Average Drawdown

Average peak-to-trough decline

-18.52%

-7.30%

-11.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.16%

2.27%

+0.89%

Volatility

QMHNX vs. ABYAX - Volatility Comparison

AQR Managed Futures Strategy HV Fund Class N (QMHNX) has a higher volatility of 4.04% compared to Abbey Capital Futures Strategy Fund Class A (ABYAX) at 1.81%. This indicates that QMHNX's price experiences larger fluctuations and is considered to be riskier than ABYAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


QMHNXABYAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.04%

1.81%

+2.23%

Volatility (6M)

Calculated over the trailing 6-month period

9.99%

6.40%

+3.59%

Volatility (1Y)

Calculated over the trailing 1-year period

14.17%

7.62%

+6.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.22%

7.98%

+9.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.46%

7.98%

+7.48%