Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LLAIX (QS MODERATE GROWTH FUND CLASS I) | 6.67% | 18.72% | 15.51% | 5.79% | 7.46% | 7.37% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LLAIX (QS MODERATE GROWTH FUND CLASS I) | 12/28/2007 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.10 | 18.72 | 15.51 | 5.79 | 7.46 | 7.37 | NA | … | … | 6.67 | 15.34 | 14.97 | 16.20 | -18.43 | 10.17 | 4.29 | 19.86 | -6.80 | 13.53 | 8.17 | -1.74 | 4.74 | 21.53 | 14.44 | -0.88 | 14.40 | 28.56 | -35.26 | -0.30 |
| Sharpe Ratio | NA | 1.96 | 1.18 | 0.31 | 0.48 | NA | NA | … | … | 1.76 | 0.90 | 1.16 | 1.27 | -1.15 | 1.06 | 0.18 | 2.14 | -0.79 | 2.40 | 0.73 | -0.16 | 0.56 | 2.59 | 1.47 | -0.05 | 1.05 | 1.52 | -1.37 | NA |
| Standard Deviation(%) | NA | 9.91 | 11.51 | 12.62 | 12.77 | NA | NA | … | … | 11.81 | 13.88 | 9.80 | 9.94 | 17.39 | 9.56 | 22.92 | 8.60 | 10.40 | 5.39 | 10.88 | 10.92 | 8.38 | 8.28 | 9.87 | 19.14 | 13.69 | 18.73 | 26.34 | 0.00 |
| Draw Down(%) | NA | 7.52 | 14.21 | 26.70 | 27.85 | NA | NA | … | … | 7.52 | 14.21 | 5.99 | 9.45 | 25.17 | 4.35 | 27.85 | 5.25 | 14.67 | 2.29 | 9.49 | 10.16 | 7.07 | 5.67 | 8.20 | 17.36 | 12.10 | 19.98 | 42.98 | 0.30 |
| Yield(%) | 0.00 | 10.86 | 8.29 | 5.12 | 5.90 | 6.03 | 4.44 | … | … | 0.00 | 11.26 | 7.07 | 5.29 | 1.74 | 4.27 | 1.57 | 6.94 | 6.02 | 10.17 | 5.11 | 8.91 | 1.98 | 1.65 | 2.06 | 1.90 | 1.88 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LLAIX (QS MODERATE GROWTH FUND CLASS I) |
-2.64%
Sep 2019 – Sep 2022 |
0.06%
Sep 2017 – Sep 2022 |
3.55%
Oct 2013 – Oct 2023 |
4.23%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LLAIX (QS MODERATE GROWTH FUND CLASS I) |
21.37%
Feb 2009 – Feb 2012 |
18.61%
Feb 2009 – Feb 2014 |
11.41%
Feb 2009 – Feb 2019 |
9.11%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart