Aqr Long Short Equity Fund Manager Performance Evaluation
| QLEIX Fund | USD 20.89 0.06 0.29% |
The fund shows a Beta (market volatility) of 0.22, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Aqr Long-short's returns are expected to increase less than the market. However, during the bear market, the loss of holding Aqr Long-short is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Aqr Long Short Equity are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Aqr Long-short is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of May 2025 | |
| Expense Ratio | 5.3300 |
Aqr |
Aqr Long-short Relative Risk vs. Return Landscape
If you would invest 1,999 in Aqr Long Short Equity on November 1, 2025 and sell it today you would earn a total of 90.00 from holding Aqr Long Short Equity or generate 4.5% return on investment over 90 days. Aqr Long Short Equity is currently producing 0.0743% returns and takes up 0.4213% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Aqr, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Aqr Long-short Current Valuation
Fairly Valued
Today
Please note that Aqr Long-short's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Aqr Long Short shows a prevailing Real Value of $20.81 per share. The current price of the fund is $20.89. We determine the value of Aqr Long Short from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Aqr Long-short is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aqr Mutual Fund. However, Aqr Long-short's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 20.89 | Real 20.81 | Hype 20.89 | Naive 21.17 |
The intrinsic value of Aqr Long-short's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Aqr Long-short's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Aqr Long Short Equity helps investors to forecast how Aqr mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Aqr Long-short more accurately as focusing exclusively on Aqr Long-short's fundamentals will not take into account other important factors: Aqr Long-short Target Price Odds to finish over Current Price
The tendency of Aqr Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 20.89 | 90 days | 20.89 | about 26.6 |
Based on a normal probability distribution, the odds of Aqr Long-short to move above the current price in 90 days from now is about 26.6 (This Aqr Long Short Equity probability density function shows the probability of Aqr Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Aqr Long-short has a beta of 0.22 indicating as returns on the market go up, Aqr Long-short average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Aqr Long Short Equity will be expected to be much smaller as well. Additionally Aqr Long Short Equity has an alpha of 0.06, implying that it can generate a 0.06 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Aqr Long-short Price Density |
| Price |
Predictive Modules for Aqr Long-short
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Aqr Long Short. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Aqr Long-short Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Aqr Long-short is not an exception. The market had few large corrections towards the Aqr Long-short's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Aqr Long Short Equity, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Aqr Long-short within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.06 | |
β | Beta against Dow Jones | 0.22 | |
σ | Overall volatility | 0.48 | |
Ir | Information ratio | 0.05 |
Aqr Long-short Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Aqr Long-short for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Aqr Long Short can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains about 10.6% of its assets in cash |
Aqr Long-short Fundamentals Growth
Aqr Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Aqr Long-short, and Aqr Long-short fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Aqr Mutual Fund performance.
| Price To Earning | 16.64 X | |||
| Price To Book | 1.99 X | |||
| Price To Sales | 0.99 X | |||
| Total Asset | 7.23 B | |||
About Aqr Long-short Performance
Evaluating Aqr Long-short's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aqr Long-short has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Aqr Long-short has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund pursues its investment objective by investing at least 80 percent of its net assets in equity instruments and equity related andor derivative instruments. Aqr Long-Short is traded on NASDAQ Exchange in the United States.Things to note about Aqr Long Short performance evaluation
Checking the ongoing alerts about Aqr Long-short for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aqr Long Short help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 10.6% of its assets in cash |
- Analyzing Aqr Long-short's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Aqr Long-short's stock is overvalued or undervalued compared to its peers.
- Examining Aqr Long-short's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Aqr Long-short's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aqr Long-short's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aqr Long-short's mutual fund. These opinions can provide insight into Aqr Long-short's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Aqr Mutual Fund
Aqr Long-short financial ratios help investors to determine whether Aqr Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Aqr with respect to the benefits of owning Aqr Long-short security.
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