Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMPEX (QS GLOBAL EQUITY FUND CLASS 1) | 9.81% | 27.24% | 24.14% | 10.77% | 12.19% | 11.20% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/07/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMPEX (QS GLOBAL EQUITY FUND CLASS 1) | 12/07/2006 | 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 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 27.24 | 24.14 | 10.77 | 12.19 | 11.20 | NA | … | … | 9.81 | 23.53 | 24.53 | 23.35 | -18.68 | 15.11 | 13.51 | 22.57 | -11.99 | 23.77 | 7.65 | 3.90 | 8.77 | 29.64 | 13.32 | -5.06 | 11.15 | 18.96 | -45.20 | 1.29 | 0.89 |
| Sharpe Ratio | NA | 2.21 | 1.50 | 0.50 | 0.61 | NA | NA | … | … | 1.66 | 1.20 | 1.62 | 1.64 | -0.87 | 0.94 | 0.41 | 1.64 | -0.90 | 3.26 | 0.51 | 0.26 | 0.79 | 2.60 | 0.94 | -0.20 | 0.56 | 0.77 | -1.18 | -0.10 | 2.29 |
| Standard Deviation(%) | NA | 11.64 | 14.23 | 16.75 | 17.48 | NA | NA | … | … | 13.67 | 17.28 | 12.93 | 12.14 | 23.30 | 15.99 | 32.02 | 12.83 | 14.94 | 7.12 | 14.58 | 14.89 | 11.12 | 11.37 | 14.22 | 25.11 | 19.69 | 24.39 | 38.92 | 18.53 | 5.43 |
| Draw Down(%) | NA | 8.26 | 17.15 | 28.56 | 33.98 | NA | NA | … | … | 8.26 | 17.15 | 9.07 | 8.18 | 24.32 | 11.14 | 33.98 | 8.76 | 22.44 | 2.33 | 12.37 | 12.17 | 8.74 | 8.04 | 13.42 | 22.61 | 16.57 | 25.67 | 52.66 | 14.05 | 0.88 |
| Yield(%) | 0.00 | 7.23 | 5.56 | 3.35 | 4.79 | 5.14 | 2.92 | … | … | 0.00 | 7.71 | 4.50 | 1.42 | 1.65 | 1.18 | 0.97 | 8.44 | 6.58 | 0.96 | 1.69 | 1.13 | 1.05 | 0.88 | 1.59 | 1.89 | 1.51 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/07/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMPEX (QS GLOBAL EQUITY FUND CLASS 1) |
-17.75%
Jun 2007 – Jun 2010 |
-8.94%
May 2007 – May 2012 |
1.92%
May 2007 – May 2017 |
2.83%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMPEX (QS GLOBAL EQUITY FUND CLASS 1) |
25.04%
May 2023 – May 2026 |
17.85%
Feb 2009 – Feb 2014 |
13.02%
Sep 2011 – Sep 2021 |
11.59%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart