Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMGIX (QS DEFENSIVE GROWTH FUND CLASS I) | 5.04% | 13.08% | 10.27% | 3.18% | 4.89% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/27/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMGIX (QS DEFENSIVE GROWTH FUND CLASS I) | 03/27/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 13.08 | 10.27 | 3.18 | 4.89 | NA | NA | … | … | 5.04 | 11.15 | 8.13 | 10.68 | -16.60 | 3.95 | 8.14 | 13.92 | -3.12 | 9.45 | 6.08 | -0.90 | 4.65 | 8.21 | 4.38 |
| Sharpe Ratio | NA | 1.88 | 1.05 | 0.10 | 0.47 | NA | NA | … | … | 1.37 | 1.13 | 0.73 | 0.96 | -1.70 | 0.84 | 0.71 | 3.25 | -0.82 | 3.04 | 1.06 | -0.18 | 1.23 | 1.87 | 1.31 |
| Standard Deviation(%) | NA | 5.83 | 7.06 | 7.67 | 7.05 | NA | NA | … | … | 7.20 | 7.35 | 6.21 | 7.42 | 10.67 | 4.67 | 11.07 | 3.83 | 5.49 | 2.91 | 5.51 | 5.12 | 3.76 | 4.37 | 4.38 |
| Draw Down(%) | NA | 4.69 | 8.18 | 22.17 | 22.17 | NA | NA | … | … | 4.69 | 7.29 | 3.76 | 8.18 | 21.36 | 2.67 | 16.48 | 1.68 | 7.00 | 1.26 | 4.61 | 5.57 | 3.43 | 4.85 | 3.73 |
| Yield(%) | 0.00 | 5.62 | 4.34 | 3.22 | 4.09 | 3.74 | 2.80 | … | … | 0.51 | 5.76 | 3.75 | 2.89 | 2.27 | 3.31 | 2.72 | 4.78 | 4.63 | 8.55 | 3.24 | 2.52 | 2.88 | 2.44 | 2.18 |
Data as of 06/04/2026, Common starting date is 03/27/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMGIX (QS DEFENSIVE GROWTH FUND CLASS I) |
-2.83%
Sep 2019 – Sep 2022 |
0.05%
Sep 2017 – Sep 2022 |
2.30%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMGIX (QS DEFENSIVE GROWTH FUND CLASS I) |
11.25%
Sep 2022 – Sep 2025 |
7.04%
Jan 2016 – Jan 2021 |
5.21%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart