Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LRRCX (QS STRATEGIC REAL RETURN FUND CLASS C) | NA | -221,505.31% | nan% | nan% | nan% | NA | NA | … | … |
Data as of 04/19/2024, Common starting date is 03/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LRRCX (QS STRATEGIC REAL RETURN FUND CLASS C) | 03/05/2010 | 04/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -210,554.55 | -221,505.31 | nan | nan | nan | NA | NA | … | … | -215,676.23 | 5.51 | -10.54 | 16.59 | 2.71 | 15.44 | -8.83 | 11.31 | 2.23 | -11.06 | -7.93 | 1.08 | 7.74 | 2.16 | 9.86 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.13 | -0.79 | 1.77 | 0.13 | 2.03 | -1.04 | 1.97 | 0.20 | -1.12 | -1.34 | 0.12 | 0.89 | 0.15 | 0.90 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 9.62 | 15.12 | 9.37 | 19.27 | 6.90 | 9.83 | 5.45 | 9.88 | 9.92 | 5.93 | 8.75 | 8.69 | 14.14 | 13.19 |
| Draw Down(%) | NA | 209,874.93 | 194,119.13 | 194,119.13 | 194,119.13 | NA | NA | … | … | 209,874.93 | 8.22 | 21.14 | 5.35 | 27.44 | 4.13 | 14.24 | 2.89 | 6.90 | 13.63 | 13.68 | 10.50 | 8.50 | 14.46 | 11.31 |
| Yield(%) | 0.00 | 2.36 | 8.60 | 6.76 | 3.94 | 3.63 | 2.72 | … | … | 103.17 | 2.45 | 8.97 | 16.82 | 2.19 | 4.14 | 6.80 | 3.02 | 2.17 | 3.42 | 1.38 | 2.79 | 1.13 | 0.07 | 3.42 |
Data as of 04/19/2024, Common starting date is 03/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRRCX (QS STRATEGIC REAL RETURN FUND CLASS C) |
-8.00%
Jan 2013 – Jan 2016 |
-3.33%
Feb 2011 – Feb 2016 |
-0.42%
Apr 2010 – Apr 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRRCX (QS STRATEGIC REAL RETURN FUND CLASS C) |
11.69%
Mar 2020 – Mar 2023 |
7.17%
Mar 2017 – Mar 2022 |
2.60%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
