Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LLMRX (QS MODERATE GROWTH FUND R) | 9.01% | 20.60% | 15.66% | 7.70% | 8.75% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/05/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LLMRX (QS MODERATE GROWTH FUND R) | 06/05/2014 | 06/04/2026 |
| 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 (%) | 0.44 | 20.60 | 15.66 | 7.70 | 8.75 | NA | NA | … | … | 9.01 | 14.56 | 14.21 | 15.34 | -13.83 | 13.57 | 8.35 | 19.12 | -7.37 | 14.90 | 7.38 | -2.37 | 0.10 |
| Sharpe Ratio | NA | 1.89 | 1.12 | 0.43 | 0.57 | NA | NA | … | … | 1.70 | 0.85 | 1.08 | 1.19 | -0.94 | 1.51 | 0.36 | 2.06 | -0.84 | 2.75 | 0.65 | -0.22 | 0.02 |
| Standard Deviation(%) | NA | 9.90 | 11.45 | 12.20 | 12.51 | NA | NA | … | … | 11.84 | 13.74 | 9.83 | 9.92 | 16.27 | 9.00 | 22.60 | 8.59 | 10.41 | 5.20 | 11.07 | 10.86 | 8.32 |
| Draw Down(%) | NA | 7.62 | 14.24 | 21.12 | 27.94 | NA | NA | … | … | 7.62 | 14.24 | 6.00 | 9.61 | 20.81 | 4.39 | 27.94 | 5.26 | 15.22 | 1.85 | 9.59 | 10.33 | 7.15 |
| Yield(%) | 0.00 | 10.39 | 7.74 | 6.30 | 6.92 | 4.82 | 3.61 | … | … | 0.00 | 10.76 | 6.51 | 4.74 | 6.21 | 7.59 | 5.24 | 6.33 | 5.38 | 11.53 | 4.80 | 8.46 | 1.45 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| LLMRX (QS MODERATE GROWTH FUND R) |
-0.63%
Mar 2017 – Mar 2020 |
1.14%
Mar 2015 – Mar 2020 |
5.94%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LLMRX (QS MODERATE GROWTH FUND R) |
17.02%
Sep 2022 – Sep 2025 |
11.15%
Mar 2020 – Mar 2025 |
8.90%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart