Aqr International Financial Statements From 2010 to 2024
| ANDRX Fund | USD 13.56 0.01 0.07% |
Check Aqr International financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Aqr main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Aqr financial statements analysis is a perfect complement when working with Aqr International Valuation or Volatility modules.
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Aqr International Defensive Mutual Fund Five Year Return Analysis
Aqr International'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 International Five Year Return | 3.75 % |
Most of Aqr International'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 International Defensive 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 International Defensive has a Five Year Return of 3.7468%. This is much higher than that of the AQR Funds family and significantly higher than that of the Foreign Large Blend category. The five year return for all United States funds is notably lower than that of the firm.
Aqr International Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Aqr International's current stock value. Our valuation model uses many indicators to compare Aqr International value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Aqr International competition to find correlations between indicators driving Aqr International's intrinsic value. More Info.Aqr International Defensive 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 32.96 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 International by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Aqr International'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 International's earnings, one of the primary drivers of an investment's value.About Aqr International Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Aqr International income statement, its balance sheet, and the statement of cash flows. Aqr International investors use historical funamental indicators, such as Aqr International's revenue or net income, to determine how well the company is positioned to perform in the future. Although Aqr International investors may use each financial statement separately, they are all related. The changes in Aqr International's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Aqr International's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Aqr International Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Aqr International. Please read more on our technical analysis and fundamental analysis pages.
The fund pursues a defensive investment style, seeking to provide downside protection with upside potential through active stock selection, risk management and diversification. It pursues its objective by investing, under normal market conditions, at least 80 percent of its net assets in Equity Instruments of International Issuers.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Aqr International in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Aqr International's short interest history, or implied volatility extrapolated from Aqr International options trading.
Pair Trading with Aqr International
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Aqr International position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Aqr International will appreciate offsetting losses from the drop in the long position's value.Moving together with Aqr Mutual Fund
| 0.72 | AMONX | Aqr Large Cap | PairCorr |
| 0.72 | AMOMX | Aqr Large Cap | PairCorr |
| 1.0 | ANDNX | Aqr International | PairCorr |
| 1.0 | ANDIX | Aqr International | PairCorr |
The ability to find closely correlated positions to Aqr International could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Aqr International when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Aqr International - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Aqr International Defensive to buy it.
The correlation of Aqr International is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Aqr International moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Aqr International moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Aqr International can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out the analysis of Aqr International Correlation against competitors. You can also try the Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.