Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMBCX (QS U.S. SMALL CAPITALIZATION EQUITY FUND CLASS C) | 15.97% | 40.97% | 20.97% | 2.23% | 6.60% | 7.34% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMBCX (QS U.S. SMALL CAPITALIZATION EQUITY FUND CLASS C) | 02/09/2009 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.25 | 40.97 | 20.97 | 2.23 | 6.60 | 7.34 | NA | … | … | 15.97 | 18.99 | 8.79 | 17.67 | -20.50 | 1.26 | 6.98 | 19.52 | -16.39 | 7.70 | 18.58 | -5.67 | 8.19 | 36.51 | 14.95 | -3.16 | 27.45 | 33.45 |
| Sharpe Ratio | NA | 2.09 | 0.86 | -0.02 | 0.20 | NA | NA | … | … | 1.89 | 0.72 | 0.26 | 0.74 | -0.80 | 0.04 | 0.15 | 1.07 | -0.98 | 0.59 | 0.99 | -0.34 | 0.49 | 2.39 | 0.90 | -0.10 | 1.14 | 1.20 |
| Standard Deviation(%) | NA | 18.27 | 20.58 | 24.09 | 24.61 | NA | NA | … | … | 19.24 | 22.47 | 20.20 | 19.18 | 27.67 | 30.96 | 44.51 | 16.82 | 18.27 | 11.89 | 18.63 | 16.87 | 16.56 | 15.24 | 16.61 | 32.78 | 24.07 | 31.51 |
| Draw Down(%) | NA | 9.39 | 27.09 | 44.09 | 50.97 | NA | NA | … | … | 9.39 | 22.69 | 9.98 | 15.05 | 26.61 | 25.87 | 46.87 | 13.83 | 28.75 | 6.95 | 15.65 | 16.29 | 11.74 | 6.20 | 14.25 | 29.60 | 19.44 | 25.13 |
| Yield(%) | 0.00 | 8.43 | 6.42 | 2.43 | 4.21 | 5.64 | 7.49 | … | … | 0.00 | 8.23 | 4.41 | 4.57 | 0.00 | 0.00 | 0.00 | 1.47 | 8.93 | 8.40 | 6.01 | 6.82 | 11.59 | 10.68 | 0.00 | 0.07 | 0.00 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| LMBCX (QS U.S. SMALL CAPITALIZATION EQUITY FUND CLASS C) |
-10.91%
Mar 2017 – Mar 2020 |
-5.54%
Mar 2015 – Mar 2020 |
1.41%
Oct 2013 – Oct 2023 |
5.41%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMBCX (QS U.S. SMALL CAPITALIZATION EQUITY FUND CLASS C) |
26.88%
Mar 2009 – Mar 2012 |
23.57%
Mar 2009 – Mar 2014 |
13.46%
Mar 2009 – Mar 2019 |
9.71%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart