AQR Risk-Balanced Commodities Strategy Fund

Direct access to institutional private market funds.

Invest via your existing Charles Schwab account.

  • Fund Summary

    The Fund primarily invests in a portfolio of commodity futures contracts, seeking to balance risks through time and across commodity sectors. Additionally, the Fund seeks to tactically increase or decrease exposure to markets as determined by AQR’s investment models.

  • Category

    Growth

    Type of fund

  • Asset Class

    Hedge Fund

    Focus of this fund

  • Fund Type

    Mutual

    Structure of this fund

  • Performance - Last Year

    37.0%

    Most recent four quarters

  • Performance - Last 2 Years

    23.4%

    Annualized over 24 months

  • Performance - Last 3 Years

    17.7%

    Annualized over 36 months

  • Treeview Minimum

    $5,000

    Minimum investment as a Treeview Capital client

  • Fund Minimum

    $5,000,000

    Minimum investment without using an advisor

  • Expense Fee Discount

    21.8%

    Annual fund expense savings as a Treeview Capital client

  • Fund Research

    Open Fund Website

    Information published by fund manager

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Important Information: Performance figures are updated quarterly and sourced from third-party providers. Returns for the 2 year and 3 year periods are annualized to reflect average yearly growth. Performance is net of the Treeview Capital investment advisory fee. Past performance is not a guarantee of future results and all investments involve risk of loss.

For general research only. Inclusion on this page is not a recommendation. Treeview Capital clients receive software-generated recommendations through the authenticated Recommendations page after completing their Investment Profile. Eligibility and availability vary by investor and account.