Aqr Style Premia Fund Year To Date Return
| QSPIX Fund | USD 8.11 0.03 0.37% |
Aqr Style Premia fundamentals help investors to digest information that contributes to Aqr Style'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 Style'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 Style mutual fund.
Aqr |
Aqr Style Premia Mutual Fund Year To Date Return Analysis
Aqr Style's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Aqr Style Year To Date Return | 19.30 % |
Most of Aqr Style's fundamental indicators, such as Year To Date 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 Style Premia is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
Based on the company's disclosures, Aqr Style Premia has a Year To Date Return of 19.2983%. This is much higher than that of the AQR Funds family and significantly higher than that of the Multistrategy category. The year to date return for all United States funds is notably lower than that of the firm.
Aqr Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Aqr Style's direct or indirect competition against its Year To Date 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 Style could also be used in its relative valuation, which is a method of valuing Aqr Style by comparing valuation metrics of similar companies.Aqr Style is currently under evaluation in year to date return among similar funds.
Aqr Fundamentals
| Price To Earning | 13.67 X | ||||
| Price To Book | 1.43 X | ||||
| Price To Sales | 0.76 X | ||||
| Total Asset | 361.21 M | ||||
| Annual Yield | 0.20 % | ||||
| Year To Date Return | 19.30 % | ||||
| One Year Return | 14.26 % | ||||
| Three Year Return | 24.63 % | ||||
| Five Year Return | 10.96 % | ||||
| Net Asset | 892.5 M | ||||
| Last Dividend Paid | 0.13 | ||||
| Cash Position Weight | (251.03) % | ||||
| Equity Positions Weight | (5.64) % | ||||
| Bond Positions Weight | 29.01 % |
About Aqr Style Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Aqr Style Premia's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Aqr Style using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Aqr Style Premia based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Aqr Mutual Fund
Aqr Style 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 Style security.
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