Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LDIGX (QS GLOBAL DIVIDEND FUND CLASS FI) | NA | -16,218,628.10% | nan% | nan% | NA | NA | NA | … | … |
Data as of 04/16/2024, Common starting date is 09/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LDIGX (QS GLOBAL DIVIDEND FUND CLASS FI) | 09/25/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -14,670,100.00 | -16,218,628.10 | nan | nan | NA | NA | NA | … | … | -15,482,754.68 | 8.58 | -5.72 | 18.44 | 1.66 | 16.51 | -4.73 | 14.37 | 8.41 | 3.15 | 3.71 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.48 | -0.48 | 2.05 | 0.05 | 1.77 | -0.54 | 2.81 | 0.76 | 0.26 | 1.55 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 9.01 | 14.85 | 9.00 | 26.35 | 8.54 | 11.27 | 4.91 | 10.86 | 11.78 | 9.48 |
| Draw Down(%) | NA | 14,620,269.84 | 14,620,269.84 | 14,620,269.84 | NA | NA | NA | … | … | 14,620,269.84 | 8.55 | 17.37 | 5.15 | 30.43 | 4.80 | 13.13 | 1.94 | 6.12 | 8.35 | 3.62 |
| Yield(%) | 100.00 | 110.32 | 38.18 | 26.97 | 17.58 | 11.72 | 8.79 | … | … | 105.24 | 3.39 | 4.83 | 6.86 | 0.59 | 4.95 | 4.70 | 2.12 | 3.57 | 2.12 | 3.97 |
Data as of 04/16/2024, Common starting date is 09/25/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDIGX (QS GLOBAL DIVIDEND FUND CLASS FI) |
-0.60%
Mar 2017 – Mar 2020 |
2.35%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDIGX (QS GLOBAL DIVIDEND FUND CLASS FI) |
12.25%
Mar 2020 – Mar 2023 |
8.86%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart