Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LDIFX (QS GLOBAL DIVIDEND FUND CLASS IS) | NA | -403,122.77% | nan% | nan% | nan% | NA | NA | … | … |
Data as of 04/16/2024, Common starting date is 03/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LDIFX (QS GLOBAL DIVIDEND FUND CLASS IS) | 03/04/2013 | 04/16/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -365,741.03 | -403,122.77 | nan | nan | nan | NA | NA | … | … | -383,203.68 | 9.18 | -5.23 | 19.00 | 2.07 | 16.96 | -4.28 | 14.97 | 8.09 | 3.68 | 10.29 | 8.47 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.55 | -0.45 | 2.12 | 0.07 | 1.83 | -0.50 | 2.95 | 0.73 | 0.31 | 1.39 | 1.17 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 9.01 | 14.86 | 8.96 | 26.27 | 8.51 | 11.29 | 4.88 | 10.83 | 11.83 | 7.41 | 8.73 |
| Draw Down(%) | NA | 361,683.98 | 361,683.98 | 361,683.98 | 361,683.98 | NA | NA | … | … | 361,683.98 | 8.32 | 17.23 | 5.10 | 30.40 | 4.76 | 12.82 | 1.89 | 6.55 | 8.17 | 5.97 | 7.42 |
| Yield(%) | 100.03 | 110.00 | 38.40 | 27.14 | 18.34 | 13.34 | 10.00 | … | … | 104.57 | 3.91 | 5.39 | 7.55 | 2.30 | 5.41 | 5.12 | 2.81 | 3.13 | 2.18 | 7.16 | 3.57 |
Data as of 04/16/2024, Common starting date is 03/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDIFX (QS GLOBAL DIVIDEND FUND CLASS IS) |
-0.15%
Mar 2017 – Mar 2020 |
2.65%
Mar 2015 – Mar 2020 |
6.14%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDIFX (QS GLOBAL DIVIDEND FUND CLASS IS) |
12.80%
Mar 2020 – Mar 2023 |
9.42%
Aug 2013 – Aug 2018 |
7.69%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart