Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMQSX (L Mason QS Global Dividend Fund Cl A2) | NA | -6.52% | 3.18% | 3.61% | NA | NA | NA | … | … |
Data as of 12/29/2021, Common starting date is 04/14/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMQSX (L Mason QS Global Dividend Fund Cl A2) | 04/14/2015 | 12/29/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.52 | 3.18 | 3.61 | NA | NA | NA | … | … | -6.88 | 1.45 | 13.34 | -4.76 | 14.32 | 8.31 | -1.88 |
| Sharpe Ratio | NA | -0.34 | 0.15 | 0.18 | NA | NA | NA | … | … | -0.35 | 0.05 | 1.22 | -0.54 | 2.81 | 0.75 | -0.21 |
| Standard Deviation(%) | NA | 19.52 | 19.53 | 16.09 | NA | NA | NA | … | … | 19.60 | 26.25 | 9.77 | 11.25 | 4.90 | 10.82 | 12.26 |
| Draw Down(%) | NA | 17.99 | 30.38 | 30.38 | NA | NA | NA | … | … | 17.99 | 30.38 | 4.90 | 13.16 | 1.93 | 6.13 | 8.21 |
| Yield(%) | 0.00 | 0.32 | 2.36 | 2.92 | 1.96 | 1.31 | 0.98 | … | … | 0.32 | 1.75 | 4.80 | 4.59 | 2.25 | 3.48 | 1.49 |
Data as of 12/29/2021, Common starting date is 04/14/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMQSX (L Mason QS Global Dividend Fund Cl A2) |
-0.69%
Mar 2017 – Mar 2020 |
3.32%
Sep 2016 – Sep 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMQSX (L Mason QS Global Dividend Fund Cl A2) |
10.33%
Sep 2015 – Sep 2018 |
7.92%
May 2016 – May 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart