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QSPIX vs. ^CASHX
Performance
Return for Risk
Drawdowns
Volatility

Performance

QSPIX vs. ^CASHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AQR Style Premia Alternative Fund (QSPIX) and US Money Market Index (^CASHX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, QSPIX achieves a 12.72% return, which is significantly higher than ^CASHX's 1.60% return. Over the past 10 years, QSPIX has outperformed ^CASHX with an annualized return of 7.43%, while ^CASHX has yielded a comparatively lower 2.32% annualized return.


QSPIX

1D
0.10%
1M
1.99%
YTD
12.72%
6M
14.72%
1Y
18.53%
3Y*
20.65%
5Y*
19.37%
10Y*
7.43%

^CASHX

1D
0.01%
1M
0.28%
YTD
1.60%
6M
1.79%
1Y
3.89%
3Y*
4.63%
5Y*
3.53%
10Y*
2.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

QSPIX vs. ^CASHX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
QSPIX
AQR Style Premia Alternative Fund
12.72%14.82%21.48%12.46%30.76%24.93%-21.96%-8.22%-12.35%12.12%
^CASHX
US Money Market Index
1.60%4.21%5.16%5.03%1.68%0.08%0.37%2.16%1.83%1.00%

Correlation

The correlation between QSPIX and ^CASHX is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.06

Correlation (3Y)
Calculated over the trailing 3-year period

-0.00

Correlation (5Y)
Calculated over the trailing 5-year period

-0.01

Correlation (10Y)
Calculated over the trailing 10-year period

0.02

Correlation (All Time)
Calculated using the full available price history since Jan 2, 2014

0.01

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Return for Risk

QSPIX vs. ^CASHX — Risk / Return Rank

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

QSPIX
QSPIX Risk / Return Rank: 7272
Overall Rank
QSPIX Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
QSPIX Sortino Ratio Rank: 7676
Sortino Ratio Rank
QSPIX Omega Ratio Rank: 6262
Omega Ratio Rank
QSPIX Calmar Ratio Rank: 8989
Calmar Ratio Rank
QSPIX Martin Ratio Rank: 6363
Martin Ratio Rank

^CASHX

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

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.

QSPIX vs. ^CASHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AQR Style Premia Alternative Fund (QSPIX) and US Money Market Index (^CASHX). 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.


QSPIX^CASHXDifference
Sharpe ratioReturn per unit of total volatility

-257.90

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.34

Calmar ratioReturn relative to maximum drawdown

3.71

Martin ratioReturn relative to average drawdown

9.88

QSPIX vs. ^CASHX - Sharpe Ratio Comparison

The current QSPIX Sharpe Ratio is 1.96, which is lower than the ^CASHX Sharpe Ratio of 259.86. The chart below compares the historical Sharpe Ratios of QSPIX and ^CASHX, 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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Drawdowns

QSPIX vs. ^CASHX - Drawdown Comparison

The maximum QSPIX drawdown since its inception was -41.37%, which is greater than ^CASHX's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for QSPIX and ^CASHX.


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Drawdown Indicators


QSPIX^CASHXDifference

Max Drawdown

Largest peak-to-trough decline

-41.37%

0.00%

-41.37%

Max Drawdown (1Y)

Largest decline over 1 year

-5.09%

0.00%

-5.09%

Max Drawdown (3Y)

Largest decline over 3 years

-9.31%

0.00%

-9.31%

Max Drawdown (5Y)

Largest decline over 5 years

-17.13%

0.00%

-17.13%

Max Drawdown (10Y)

Largest decline over 10 years

-41.37%

0.00%

-41.37%

Current Drawdown

Current decline from peak

-1.12%

0.00%

-1.12%

Average Drawdown

Average peak-to-trough decline

-9.40%

0.00%

-9.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.91%

0.00%

+1.91%

Volatility

QSPIX vs. ^CASHX - Volatility Comparison

AQR Style Premia Alternative Fund (QSPIX) has a higher volatility of 3.24% compared to US Money Market Index (^CASHX) at 0.00%. This indicates that QSPIX's price experiences larger fluctuations and is considered to be riskier than ^CASHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


QSPIX^CASHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.24%

0.00%

+3.24%

Volatility (6M)

Calculated over the trailing 6-month period

7.10%

0.00%

+7.10%

Volatility (1Y)

Calculated over the trailing 1-year period

9.64%

0.01%

+9.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.87%

0.08%

+15.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.82%

0.08%

+12.74%

Frequently Asked Questions


QSPIX and ^CASHX have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

QSPIX has higher volatility (3.24%) compared to ^CASHX (0.00%). In terms of maximum drawdown, QSPIX dropped -41.37% vs ^CASHX's 0.00%.

^CASHX currently has the higher Sharpe Ratio (259.86 vs 1.96), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for QSPIX and ^CASHX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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