TEBRX vs. AQGNX
Compare and contrast key facts about Teberg Fund (TEBRX) and AQR Global Equity Fund Class N (AQGNX).
TEBRX is managed by Teberg. It was launched on Mar 31, 2002. AQGNX is a passively managed fund by AQR Funds that tracks the performance of the MSCI World Net Total Return USD Index. It was launched on Dec 31, 2009.
Performance
TEBRX vs. AQGNX - Performance Comparison
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TEBRX vs. AQGNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TEBRX Teberg Fund | -0.87% | 18.67% | 20.76% | 34.92% | -22.47% | 25.02% | 20.61% | 26.55% | -6.70% | 15.25% |
AQGNX AQR Global Equity Fund Class N | -3.59% | 31.37% | 24.14% | 22.74% | -14.45% | 18.04% | 8.96% | 22.24% | -14.69% | 25.02% |
Returns By Period
In the year-to-date period, TEBRX achieves a -0.87% return, which is significantly higher than AQGNX's -3.59% return. Over the past 10 years, TEBRX has outperformed AQGNX with an annualized return of 12.42%, while AQGNX has yielded a comparatively lower 11.55% annualized return.
TEBRX
- 1D
- 3.37%
- 1M
- -4.87%
- YTD
- -0.87%
- 6M
- 2.23%
- 1Y
- 23.06%
- 3Y*
- 19.89%
- 5Y*
- 10.94%
- 10Y*
- 12.42%
AQGNX
- 1D
- 3.31%
- 1M
- -5.40%
- YTD
- -3.59%
- 6M
- -0.62%
- 1Y
- 20.60%
- 3Y*
- 22.14%
- 5Y*
- 12.38%
- 10Y*
- 11.55%
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TEBRX vs. AQGNX - Expense Ratio Comparison
TEBRX has a 1.75% expense ratio, which is higher than AQGNX's 1.07% expense ratio.
Return for Risk
TEBRX vs. AQGNX — Risk / Return Rank
TEBRX
AQGNX
TEBRX vs. AQGNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Teberg Fund (TEBRX) and AQR Global Equity Fund Class N (AQGNX). 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.
| TEBRX | AQGNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 1.08 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.56 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.25 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.15 | 1.39 | +0.76 |
Martin ratioReturn relative to average drawdown | 8.82 | 6.92 | +1.91 |
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
| TEBRX | AQGNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 1.08 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.69 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.65 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.52 | -0.01 |
Correlation
The correlation between TEBRX and AQGNX is 0.81, 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
TEBRX vs. AQGNX - Dividend Comparison
TEBRX's dividend yield for the trailing twelve months is around 0.12%, less than AQGNX's 13.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEBRX Teberg Fund | 0.12% | 0.12% | 1.66% | 0.00% | 0.00% | 0.00% | 0.47% | 0.60% | 0.77% | 0.92% | 0.00% | 10.62% |
AQGNX AQR Global Equity Fund Class N | 13.77% | 13.27% | 13.26% | 5.82% | 4.30% | 12.07% | 1.08% | 1.26% | 4.74% | 4.75% | 10.16% | 0.00% |
Drawdowns
TEBRX vs. AQGNX - Drawdown Comparison
The maximum TEBRX drawdown since its inception was -39.10%, which is greater than AQGNX's maximum drawdown of -35.76%. Use the drawdown chart below to compare losses from any high point for TEBRX and AQGNX.
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Drawdown Indicators
| TEBRX | AQGNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.10% | -35.76% | -3.34% |
Max Drawdown (1Y)Largest decline over 1 year | -11.04% | -15.24% | +4.20% |
Max Drawdown (5Y)Largest decline over 5 years | -30.35% | -29.72% | -0.63% |
Max Drawdown (10Y)Largest decline over 10 years | -32.22% | -35.76% | +3.54% |
Current DrawdownCurrent decline from peak | -6.91% | -6.92% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -5.78% | -7.36% | +1.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 3.06% | -0.37% |
Volatility
TEBRX vs. AQGNX - Volatility Comparison
Teberg Fund (TEBRX) has a higher volatility of 6.58% compared to AQR Global Equity Fund Class N (AQGNX) at 6.26%. This indicates that TEBRX's price experiences larger fluctuations and is considered to be riskier than AQGNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TEBRX | AQGNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 6.26% | +0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 12.59% | 10.40% | +2.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.87% | 19.95% | -0.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.85% | 18.12% | +1.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.59% | 17.86% | +0.73% |