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QSPNX vs. TFAFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

QSPNX vs. TFAFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AQR Style Premia Alternative Fund Class N (QSPNX) and Tactical Growth Allocation Fund (TFAFX). The values are adjusted to include any dividend payments, if applicable.

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QSPNX vs. TFAFX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
QSPNX
AQR Style Premia Alternative Fund Class N
9.85%14.35%21.33%12.14%30.40%24.63%-22.17%-5.51%
TFAFX
Tactical Growth Allocation Fund
-4.48%11.54%20.19%19.64%-24.11%16.14%7.88%3.73%

Returns By Period

In the year-to-date period, QSPNX achieves a 9.85% return, which is significantly higher than TFAFX's -4.48% return.


QSPNX

1D
-0.11%
1M
3.08%
YTD
9.85%
6M
12.90%
1Y
12.64%
3Y*
19.61%
5Y*
18.57%
10Y*
6.77%

TFAFX

1D
2.32%
1M
-4.63%
YTD
-4.48%
6M
-3.59%
1Y
12.45%
3Y*
13.13%
5Y*
5.64%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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QSPNX vs. TFAFX - Expense Ratio Comparison

QSPNX has a 6.14% expense ratio, which is higher than TFAFX's 1.96% expense ratio.


Return for Risk

QSPNX vs. TFAFX — Risk / Return Rank

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

QSPNX
QSPNX Risk / Return Rank: 5757
Overall Rank
QSPNX Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
QSPNX Sortino Ratio Rank: 6464
Sortino Ratio Rank
QSPNX Omega Ratio Rank: 5555
Omega Ratio Rank
QSPNX Calmar Ratio Rank: 5959
Calmar Ratio Rank
QSPNX Martin Ratio Rank: 4040
Martin Ratio Rank

TFAFX
TFAFX Risk / Return Rank: 2727
Overall Rank
TFAFX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
TFAFX Sortino Ratio Rank: 2323
Sortino Ratio Rank
TFAFX Omega Ratio Rank: 2929
Omega Ratio Rank
TFAFX Calmar Ratio Rank: 3030
Calmar Ratio Rank
TFAFX Martin Ratio Rank: 2929
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.

QSPNX vs. TFAFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AQR Style Premia Alternative Fund Class N (QSPNX) and Tactical Growth Allocation Fund (TFAFX). 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.


QSPNXTFAFXDifference

Sharpe ratio

Return per unit of total volatility

1.35

0.74

+0.61

Sortino ratio

Return per unit of downside risk

1.85

1.07

+0.78

Omega ratio

Gain probability vs. loss probability

1.25

1.17

+0.08

Calmar ratio

Return relative to maximum drawdown

1.68

1.04

+0.64

Martin ratio

Return relative to average drawdown

5.06

3.80

+1.26

QSPNX vs. TFAFX - Sharpe Ratio Comparison

The current QSPNX Sharpe Ratio is 1.35, which is higher than the TFAFX Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of QSPNX and TFAFX, 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


QSPNXTFAFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.35

0.74

+0.61

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.17

0.39

+0.78

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.53

Sharpe Ratio (All Time)

Calculated using the full available price history

0.59

0.44

+0.15

Correlation

The correlation between QSPNX and TFAFX is -0.16. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

QSPNX vs. TFAFX - Dividend Comparison

QSPNX's dividend yield for the trailing twelve months is around 2.18%, while TFAFX has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
QSPNX
AQR Style Premia Alternative Fund Class N
2.18%2.39%6.80%23.73%22.62%12.61%0.00%1.63%0.51%6.81%1.75%5.68%
TFAFX
Tactical Growth Allocation Fund
0.00%0.00%0.00%0.20%3.71%12.30%4.64%0.13%0.00%0.00%0.00%0.00%

Drawdowns

QSPNX vs. TFAFX - Drawdown Comparison

The maximum QSPNX drawdown since its inception was -41.79%, which is greater than TFAFX's maximum drawdown of -25.67%. Use the drawdown chart below to compare losses from any high point for QSPNX and TFAFX.


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Drawdown Indicators


QSPNXTFAFXDifference

Max Drawdown

Largest peak-to-trough decline

-41.79%

-25.67%

-16.12%

Max Drawdown (1Y)

Largest decline over 1 year

-7.78%

-9.95%

+2.17%

Max Drawdown (5Y)

Largest decline over 5 years

-17.17%

-25.67%

+8.50%

Max Drawdown (10Y)

Largest decline over 10 years

-41.79%

Current Drawdown

Current decline from peak

-0.21%

-7.20%

+6.99%

Average Drawdown

Average peak-to-trough decline

-9.72%

-7.47%

-2.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.74%

3.14%

-0.40%

Volatility

QSPNX vs. TFAFX - Volatility Comparison

The current volatility for AQR Style Premia Alternative Fund Class N (QSPNX) is 2.64%, while Tactical Growth Allocation Fund (TFAFX) has a volatility of 5.32%. This indicates that QSPNX experiences smaller price fluctuations and is considered to be less risky than TFAFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


QSPNXTFAFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.64%

5.32%

-2.68%

Volatility (6M)

Calculated over the trailing 6-month period

6.59%

10.45%

-3.86%

Volatility (1Y)

Calculated over the trailing 1-year period

10.11%

17.77%

-7.66%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.93%

14.79%

+1.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.76%

14.50%

-1.74%