Aqr Global Equity Fund Fundamentals
| AQGRX Fund | USD 11.17 0.02 0.18% |
Aqr Global Equity fundamentals help investors to digest information that contributes to Aqr Global'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 Global'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 Global mutual fund.
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Aqr Global Equity Mutual Fund Five Year Return Analysis
Aqr Global's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Aqr Global Five Year Return | 11.84 % |
Most of Aqr Global's fundamental indicators, such as Five 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 Global Equity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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According to the company disclosure, Aqr Global Equity has a Five Year Return of 11.843%. This is much higher than that of the AQR Funds family and significantly higher than that of the World Large-Stock Blend category. The five year return for all United States funds is notably lower than that of the firm.
Aqr Global Equity Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Aqr Global's current stock value. Our valuation model uses many indicators to compare Aqr Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Aqr Global competition to find correlations between indicators driving Aqr Global's intrinsic value. More Info.Aqr Global Equity is the top fund in annual yield among similar funds. It is the top fund in year to date return among similar funds creating about 616.35 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Aqr Global by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Aqr Global's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Aqr Global's earnings, one of the primary drivers of an investment's value.Aqr Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Aqr Global's direct or indirect competition against its Five 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 Global could also be used in its relative valuation, which is a method of valuing Aqr Global by comparing valuation metrics of similar companies.Aqr Global is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for Aqr Global
The fund invests 34.56% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (61.9%) and various exotic instruments (3.54%).Asset allocation divides Aqr Global'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
| Total Asset | 344.83 M | ||||
| Annual Yield | 0.03 % | ||||
| Year To Date Return | 16.02 % | ||||
| One Year Return | 33.98 % | ||||
| Three Year Return | 9.28 % | ||||
| Five Year Return | 11.84 % | ||||
| Ten Year Return | 8.66 % | ||||
| Net Asset | 374.2 M | ||||
| Minimum Initial Investment | 50 M | ||||
| Cash Position Weight | 61.90 % | ||||
| Equity Positions Weight | 34.56 % |
About Aqr Global Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Aqr Global Equity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Aqr Global using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Aqr Global Equity 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.The fund seeks to outperform, after expenses, the MSCI World Index while seeking to control its tracking error relative to this benchmark. Generally, it will invest at least 80 percent of its net assets in equity and equity-related instruments . The fund will invest in companies with a broad range of market capitalizations.
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