QUERX vs. AFNIX
Compare and contrast key facts about AQR Large Cap Defensive Style Fund Class R6 (QUERX) and AAM/Bahl & Gaynor Income Growth Fund Class I (AFNIX).
QUERX is an actively managed fund by AQR Funds. It was launched on Jul 9, 2012. AFNIX is managed by AAM. It was launched on Jul 5, 2012.
Performance
QUERX vs. AFNIX - Performance Comparison
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QUERX vs. AFNIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
QUERX AQR Large Cap Defensive Style Fund Class R6 | 1.76% | 6.98% | 13.98% | 9.55% | -13.73% | 23.56% | 13.20% | 28.82% | -0.21% | 22.22% |
AFNIX AAM/Bahl & Gaynor Income Growth Fund Class I | 1.74% | 11.36% | 16.23% | 6.59% | -8.77% | 25.23% | 6.60% | 25.71% | -1.98% | 19.51% |
Returns By Period
The year-to-date returns for both stocks are quite close, with QUERX having a 1.76% return and AFNIX slightly lower at 1.74%. Both investments have delivered pretty close results over the past 10 years, with QUERX having a 10.65% annualized return and AFNIX not far behind at 10.47%.
QUERX
- 1D
- 0.96%
- 1M
- -4.33%
- YTD
- 1.76%
- 6M
- -0.27%
- 1Y
- 3.98%
- 3Y*
- 10.10%
- 5Y*
- 6.84%
- 10Y*
- 10.65%
AFNIX
- 1D
- 0.00%
- 1M
- -5.60%
- YTD
- 1.74%
- 6M
- 2.07%
- 1Y
- 12.97%
- 3Y*
- 12.09%
- 5Y*
- 8.37%
- 10Y*
- 10.47%
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QUERX vs. AFNIX - Expense Ratio Comparison
QUERX has a 0.31% expense ratio, which is lower than AFNIX's 0.83% expense ratio.
Return for Risk
QUERX vs. AFNIX — Risk / Return Rank
QUERX
AFNIX
QUERX vs. AFNIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AQR Large Cap Defensive Style Fund Class R6 (QUERX) and AAM/Bahl & Gaynor Income Growth Fund Class I (AFNIX). 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.
| QUERX | AFNIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 0.93 | -0.58 |
Sortino ratioReturn per unit of downside risk | 0.56 | 1.33 | -0.77 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.20 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.45 | 1.30 | -0.85 |
Martin ratioReturn relative to average drawdown | 2.06 | 6.34 | -4.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| QUERX | AFNIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 0.93 | -0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.61 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.65 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.69 | +0.01 |
Correlation
The correlation between QUERX and AFNIX is 0.92, 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
QUERX vs. AFNIX - Dividend Comparison
QUERX's dividend yield for the trailing twelve months is around 22.46%, less than AFNIX's 31.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QUERX AQR Large Cap Defensive Style Fund Class R6 | 22.46% | 22.86% | 24.47% | 24.43% | 10.37% | 2.62% | 1.37% | 1.18% | 1.74% | 2.45% | 2.06% | 6.28% |
AFNIX AAM/Bahl & Gaynor Income Growth Fund Class I | 31.45% | 14.13% | 6.88% | 3.43% | 4.61% | 1.78% | 1.75% | 2.13% | 2.04% | 1.72% | 1.79% | 2.66% |
Drawdowns
QUERX vs. AFNIX - Drawdown Comparison
The maximum QUERX drawdown since its inception was -30.81%, smaller than the maximum AFNIX drawdown of -35.60%. Use the drawdown chart below to compare losses from any high point for QUERX and AFNIX.
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Drawdown Indicators
| QUERX | AFNIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.81% | -35.60% | +4.79% |
Max Drawdown (1Y)Largest decline over 1 year | -8.92% | -10.43% | +1.51% |
Max Drawdown (5Y)Largest decline over 5 years | -22.04% | -19.57% | -2.47% |
Max Drawdown (10Y)Largest decline over 10 years | -30.81% | -35.60% | +4.79% |
Current DrawdownCurrent decline from peak | -4.33% | -5.60% | +1.27% |
Average DrawdownAverage peak-to-trough decline | -3.95% | -3.54% | -0.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.95% | 2.15% | -0.20% |
Volatility
QUERX vs. AFNIX - Volatility Comparison
The current volatility for AQR Large Cap Defensive Style Fund Class R6 (QUERX) is 2.81%, while AAM/Bahl & Gaynor Income Growth Fund Class I (AFNIX) has a volatility of 3.06%. This indicates that QUERX experiences smaller price fluctuations and is considered to be less risky than AFNIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QUERX | AFNIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.81% | 3.06% | -0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 5.75% | 6.63% | -0.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.05% | 13.61% | -1.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.08% | 13.89% | -0.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.23% | 16.25% | -1.02% |