Aqr Small Cap Fund Three Year Return
Aqr Small Cap fundamentals help investors to digest information that contributes to Aqr Small's financial success or failures. It also enables traders to predict the movement of Aqr Mutual Fund. The fundamental analysis module provides a way to measure Aqr Small's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Aqr Small mutual fund.
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Aqr Small Cap Mutual Fund Three Year Return Analysis
Aqr Small's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Aqr Small Three Year Return | 5.94 % |
Most of Aqr Small's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Aqr Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
CompetitionBased on the latest financial disclosure, Aqr Small Cap has a Three Year Return of 5.9371%. This is much higher than that of the AQR Funds family and significantly higher than that of the Small Growth category. The three year return for all United States funds is notably lower than that of the firm.
Aqr Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Aqr Small's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Aqr Small could also be used in its relative valuation, which is a method of valuing Aqr Small by comparing valuation metrics of similar companies.Aqr Small is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Aqr Small
The fund consists of 96.54% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Aqr Small's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Aqr Fundamentals
| Price To Earning | 22.13 X | ||||
| Price To Book | 2.56 X | ||||
| Price To Sales | 1.30 X | ||||
| Total Asset | 150.98 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 3.27 % | ||||
| One Year Return | (0.62) % | ||||
| Three Year Return | 5.94 % | ||||
| Five Year Return | 10.32 % | ||||
| Ten Year Return | 10.14 % | ||||
| Net Asset | 179.38 M | ||||
| Minimum Initial Investment | 5 M | ||||
| Cash Position Weight | 0.48 % | ||||
| Equity Positions Weight | 96.54 % |
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Other Tools for Aqr Mutual Fund
When running Aqr Small's price analysis, check to measure Aqr Small's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Aqr Small is operating at the current time. Most of Aqr Small's value examination focuses on studying past and present price action to predict the probability of Aqr Small's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Aqr Small's price. Additionally, you may evaluate how the addition of Aqr Small to your portfolios can decrease your overall portfolio volatility.
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