Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LLARX (QS CONSERVATIVE GROWTH FUND R) | 6.60% | 16.62% | 12.58% | 5.85% | 7.10% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/05/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LLARX (QS CONSERVATIVE GROWTH FUND R) | 06/05/2014 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.57 | 16.62 | 12.58 | 5.85 | 7.10 | NA | NA | … | … | 6.60 | 12.63 | 10.89 | 12.66 | -14.01 | 9.79 | 9.00 | 16.32 | -5.13 | 12.34 | 6.78 | -1.80 | -0.46 |
| Sharpe Ratio | NA | 1.86 | 1.07 | 0.35 | 0.57 | NA | NA | … | … | 1.54 | 0.94 | 0.92 | 1.08 | -1.19 | 1.45 | 0.52 | 2.39 | -0.83 | 3.00 | 0.79 | -0.23 | -0.13 |
| Standard Deviation(%) | NA | 7.78 | 9.11 | 9.68 | 9.60 | NA | NA | … | … | 9.48 | 10.44 | 7.93 | 8.38 | 13.00 | 6.73 | 16.73 | 6.22 | 7.83 | 3.91 | 8.28 | 7.89 | 6.16 |
| Draw Down(%) | NA | 6.11 | 10.80 | 20.15 | 22.31 | NA | NA | … | … | 6.11 | 10.80 | 4.38 | 8.84 | 19.74 | 3.33 | 22.31 | 3.56 | 10.99 | 1.34 | 7.19 | 7.97 | 5.44 |
| Yield(%) | 0.00 | 9.64 | 6.01 | 5.23 | 5.70 | 4.03 | 3.02 | … | … | 0.25 | 9.93 | 3.18 | 3.73 | 5.71 | 6.17 | 4.35 | 5.53 | 4.86 | 8.54 | 4.02 | 6.35 | 1.01 |
Data as of 06/03/2026, Common starting date is 06/05/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LLARX (QS CONSERVATIVE GROWTH FUND R) |
0.40%
Sep 2019 – Sep 2022 |
1.82%
Sep 2017 – Sep 2022 |
4.96%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LLARX (QS CONSERVATIVE GROWTH FUND R) |
13.83%
Sep 2022 – Sep 2025 |
8.63%
Jun 2016 – Jun 2021 |
7.33%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart