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QMHNX vs. QSPRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

QMHNX vs. QSPRX - 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 AQR Style Premia Alternative R6 (QSPRX). The values are adjusted to include any dividend payments, if applicable.

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QMHNX vs. QSPRX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
QMHNX
AQR Managed Futures Strategy HV Fund Class N
14.73%19.65%10.48%-0.40%49.64%-2.30%-0.85%1.55%-14.59%-2.06%
QSPRX
AQR Style Premia Alternative R6
11.71%14.94%21.60%12.50%30.90%25.14%-21.91%-8.10%-12.32%12.18%

Returns By Period

In the year-to-date period, QMHNX achieves a 14.73% return, which is significantly higher than QSPRX's 11.71% return. Over the past 10 years, QMHNX has underperformed QSPRX with an annualized return of 4.75%, while QSPRX has yielded a comparatively higher 7.35% annualized return.


QMHNX

1D
0.35%
1M
3.65%
YTD
14.73%
6M
18.84%
1Y
26.35%
3Y*
18.11%
5Y*
16.22%
10Y*
4.75%

QSPRX

1D
0.62%
1M
4.96%
YTD
11.71%
6M
16.02%
1Y
16.02%
3Y*
19.97%
5Y*
19.38%
10Y*
7.35%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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QMHNX vs. QSPRX - Expense Ratio Comparison

QMHNX has a 4.12% expense ratio, which is lower than QSPRX's 5.79% expense ratio.


Return for Risk

QMHNX vs. QSPRX — 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: 8484
Sortino Ratio Rank
QMHNX Omega Ratio Rank: 8282
Omega Ratio Rank
QMHNX Calmar Ratio Rank: 9393
Calmar Ratio Rank
QMHNX Martin Ratio Rank: 7676
Martin Ratio Rank

QSPRX
QSPRX Risk / Return Rank: 6666
Overall Rank
QSPRX Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
QSPRX Sortino Ratio Rank: 7474
Sortino Ratio Rank
QSPRX Omega Ratio Rank: 6666
Omega Ratio Rank
QSPRX Calmar Ratio Rank: 6767
Calmar Ratio Rank
QSPRX Martin Ratio Rank: 4747
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. QSPRX - 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 AQR Style Premia Alternative R6 (QSPRX). 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.


QMHNXQSPRXDifference

Sharpe ratio

Return per unit of total volatility

1.97

1.53

+0.43

Sortino ratio

Return per unit of downside risk

2.40

2.08

+0.32

Omega ratio

Gain probability vs. loss probability

1.36

1.28

+0.07

Calmar ratio

Return relative to maximum drawdown

3.29

1.93

+1.36

Martin ratio

Return relative to average drawdown

8.74

5.91

+2.83

QMHNX vs. QSPRX - Sharpe Ratio Comparison

The current QMHNX Sharpe Ratio is 1.97, which is comparable to the QSPRX Sharpe Ratio of 1.53. The chart below compares the historical Sharpe Ratios of QMHNX and QSPRX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


QMHNXQSPRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.97

1.53

+0.43

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.95

1.22

-0.27

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.31

0.58

-0.27

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

0.58

-0.22

Correlation

The correlation between QMHNX and QSPRX is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

QMHNX vs. QSPRX - Dividend Comparison

QMHNX's dividend yield for the trailing twelve months is around 1.65%, less than QSPRX's 2.36% yield.


TTM20252024202320222021202020192018201720162015
QMHNX
AQR Managed Futures Strategy HV Fund Class N
1.65%1.89%2.09%7.36%8.75%10.64%7.79%3.80%0.00%0.00%0.01%7.47%
QSPRX
AQR Style Premia Alternative R6
2.36%2.63%6.99%23.75%22.67%12.85%0.00%1.62%1.09%7.15%1.74%5.87%

Drawdowns

QMHNX vs. QSPRX - Drawdown Comparison

The maximum QMHNX drawdown since its inception was -40.29%, roughly equal to the maximum QSPRX drawdown of -41.22%. Use the drawdown chart below to compare losses from any high point for QMHNX and QSPRX.


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Drawdown Indicators


QMHNXQSPRXDifference

Max Drawdown

Largest peak-to-trough decline

-40.29%

-41.22%

+0.93%

Max Drawdown (1Y)

Largest decline over 1 year

-5.51%

-5.06%

-0.45%

Max Drawdown (5Y)

Largest decline over 5 years

-19.23%

-17.17%

-2.06%

Max Drawdown (10Y)

Largest decline over 10 years

-35.34%

-41.22%

+5.88%

Current Drawdown

Current decline from peak

-0.44%

0.00%

-0.44%

Average Drawdown

Average peak-to-trough decline

-18.51%

-10.20%

-8.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.16%

2.53%

+0.63%

Volatility

QMHNX vs. QSPRX - Volatility Comparison

AQR Managed Futures Strategy HV Fund Class N (QMHNX) has a higher volatility of 3.86% compared to AQR Style Premia Alternative R6 (QSPRX) at 2.56%. This indicates that QMHNX's price experiences larger fluctuations and is considered to be riskier than QSPRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


QMHNXQSPRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.86%

2.56%

+1.30%

Volatility (6M)

Calculated over the trailing 6-month period

9.98%

6.51%

+3.47%

Volatility (1Y)

Calculated over the trailing 1-year period

14.17%

10.14%

+4.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.21%

15.99%

+1.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.45%

12.80%

+2.65%