Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMLRX (QS DEFENSIVE GROWTH FUND CLASS R) | 4.81% | 12.43% | 9.70% | 3.79% | 5.13% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/05/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMLRX (QS DEFENSIVE GROWTH FUND CLASS 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 (%) | 0.21 | 12.43 | 9.70 | 3.79 | 5.13 | NA | NA | … | … | 4.81 | 10.58 | 7.52 | 10.07 | -14.01 | 5.53 | 8.62 | 13.31 | -3.68 | 9.43 | 6.08 | -1.42 | -1.12 |
| Sharpe Ratio | NA | 1.80 | 0.97 | 0.18 | 0.52 | NA | NA | … | … | 1.32 | 1.05 | 0.62 | 0.87 | -1.56 | 1.25 | 0.76 | 3.13 | -0.95 | 3.10 | 1.04 | -0.29 | -0.49 |
| Standard Deviation(%) | NA | 5.80 | 7.08 | 7.45 | 6.91 | NA | NA | … | … | 7.15 | 7.34 | 6.33 | 7.39 | 9.95 | 4.39 | 11.02 | 3.79 | 5.38 | 2.84 | 5.63 | 5.05 | 3.98 |
| Draw Down(%) | NA | 4.69 | 8.37 | 19.11 | 19.11 | NA | NA | … | … | 4.69 | 7.29 | 3.76 | 8.37 | 18.82 | 2.74 | 16.53 | 1.75 | 7.41 | 1.26 | 4.69 | 5.84 | 3.88 |
| Yield(%) | 0.00 | 5.17 | 3.84 | 3.78 | 4.32 | 3.04 | 2.28 | … | … | 0.43 | 5.37 | 3.16 | 2.32 | 4.77 | 4.93 | 3.17 | 4.21 | 3.91 | 8.52 | 3.32 | 1.99 | 1.03 |
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 |
|---|---|---|---|---|
| LMLRX (QS DEFENSIVE GROWTH FUND CLASS R) |
-1.32%
Oct 2020 – Oct 2023 |
0.83%
Sep 2017 – Sep 2022 |
3.62%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMLRX (QS DEFENSIVE GROWTH FUND CLASS R) |
10.67%
Sep 2022 – Sep 2025 |
6.89%
Jan 2016 – Jan 2021 |
5.45%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart