Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMBAX (QS U.S. SMALL CAPITALIZATION EQUITY FUND CLASS A) | 14.72% | 39.70% | 21.29% | 3.39% | 7.74% | 8.17% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMBAX (QS U.S. SMALL CAPITALIZATION EQUITY FUND CLASS A) | 02/09/2009 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 39.70 | 21.29 | 3.39 | 7.74 | 8.17 | NA | … | … | 14.72 | 19.85 | 9.57 | 18.54 | -19.33 | 4.76 | 8.07 | 20.44 | -15.79 | 8.50 | 19.44 | -4.97 | 9.05 | 37.61 | 15.83 | -2.40 | 28.39 | 34.34 |
| Sharpe Ratio | NA | 2.14 | 0.90 | 0.04 | 0.25 | NA | NA | … | … | 1.93 | 0.76 | 0.29 | 0.78 | -0.76 | 0.16 | 0.18 | 1.12 | -0.94 | 0.66 | 1.03 | -0.30 | 0.55 | 2.47 | 0.96 | -0.07 | 1.18 | 1.24 |
| Standard Deviation(%) | NA | 18.30 | 20.65 | 23.69 | 24.42 | NA | NA | … | … | 19.25 | 22.57 | 20.32 | 19.19 | 27.60 | 29.30 | 44.49 | 16.93 | 18.28 | 11.87 | 18.64 | 16.87 | 16.46 | 15.18 | 16.54 | 32.66 | 24.03 | 31.47 |
| Draw Down(%) | NA | 9.29 | 26.87 | 42.27 | 50.38 | NA | NA | … | … | 9.29 | 22.60 | 9.88 | 14.85 | 26.06 | 24.02 | 46.78 | 13.58 | 28.57 | 6.85 | 15.65 | 16.22 | 11.54 | 6.13 | 14.01 | 29.45 | 19.33 | 25.13 |
| Yield(%) | 0.00 | 7.17 | 5.76 | 2.33 | 4.32 | 5.74 | 7.90 | … | … | 0.00 | 7.04 | 4.14 | 4.10 | 0.29 | 0.03 | 0.82 | 1.58 | 8.38 | 8.63 | 6.05 | 6.53 | 11.23 | 10.71 | 0.65 | 0.07 | 0.05 | 0.00 |
Data as of 06/03/2026, Common starting date is 02/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMBAX (QS U.S. SMALL CAPITALIZATION EQUITY FUND CLASS A) |
-10.26%
Mar 2017 – Mar 2020 |
-4.83%
Mar 2015 – Mar 2020 |
2.54%
Oct 2013 – Oct 2023 |
6.47%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMBAX (QS U.S. SMALL CAPITALIZATION EQUITY FUND CLASS A) |
27.90%
Mar 2009 – Mar 2012 |
24.54%
Mar 2009 – Mar 2014 |
14.32%
Mar 2009 – Mar 2019 |
10.81%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart