AQR UCITS Funds II - AQR Style Premia: Global Equity UCITS Fund A2 USD

ISIN: LU1285432016

Categoria Morningstar: Global Large-Cap Blend Equity

Società: AQR Capital Management LLC

The investment objective of the Fund is to outperform the MSCI World Index (total return net dividends, unhedged) (the “Benchmark”), on a risk adjusted basis, while promoting environmental and social characteristics by following the approach described under section “Sustainability Annex” below. There can be no assurance that the Fund will achieve its investment objective.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 27,59 3 anni: 12,15 5 anni: 12,33 Inizio: 10,63 2024: 15,10 2023: 14,99 2022: -7,75 2021: 31,19 2020: 0,93
Rendimento annuo: Categoria 1 anno: 18,79 3 anni: 8,08 5 anni: 10,01 Inizio: - 2024: 10,93 2023: 15,45 2022: -14,21 2021: 25,85 2020: 4,68
Rendimento annuo: Percentile 1 anno: 4,00 3 anni: 4,00 5 anni: 22,00 Inizio:- 2024: 3,00 2023: 58,00 2022: 10,00 2021: 23,00 2020: 75,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 94,38 Beta: 0,86 Alfa: 2,84 Tracking error: 5,44 Info Ratio: 0,52
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2024-05-23
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2024-05-23