Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LWLAX (L Mason QS Defensive Growth Fund Cl C) | 4.00% | 5.92% | 6.46% | 3.35% | 3.66% | NA | NA | 4.32% |
Data as of 07/10/2025, AR inception is 08/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LWLAX (L Mason QS Defensive Growth Fund Cl C) | 08/02/2012 | 07/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 5.92 | 6.46 | 3.35 | 3.66 | NA | NA | 4.32 | 4.00 | 6.90 | 9.44 | -14.47 | 5.15 | 8.05 | 12.79 | -4.05 | 8.83 | 5.33 | -1.85 | 3.60 | 7.27 | 3.87 |
| Sharpe Ratio | NA | 0.48 | 0.38 | 0.20 | 0.32 | NA | NA | 0.46 | 0.58 | 0.52 | 0.79 | -1.60 | 1.17 | 0.70 | 2.93 | -1.02 | 2.86 | 0.91 | -0.37 | 0.97 | 1.67 | 2.84 |
| Standard Deviation(%) | NA | 7.88 | 8.17 | 7.35 | 6.93 | NA | NA | 6.38 | 9.33 | 6.28 | 7.37 | 10.00 | 4.39 | 11.07 | 3.86 | 5.34 | 2.87 | 5.59 | 5.13 | 3.71 | 4.32 | 3.43 |
| Draw Down(%) | NA | 7.66 | 11.01 | 19.47 | 19.47 | NA | NA | 19.47 | 7.46 | 3.83 | 8.44 | 19.18 | 2.75 | 16.53 | 1.83 | 7.88 | 1.19 | 4.70 | 5.98 | 3.54 | 4.87 | 1.86 |
| Yield(%) | 0.00 | 2.36 | 2.01 | 2.98 | 3.45 | 2.91 | 2.18 | 3.63 | 0.34 | 2.72 | 1.55 | 4.27 | 4.35 | 2.70 | 3.69 | 3.56 | 7.96 | 2.57 | 1.57 | 1.76 | 1.77 | 1.36 |
Data as of 07/10/2025, AR inception is 08/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LWLAX (L Mason QS Defensive Growth Fund Cl C) |
-1.81%
Oct 2020 - Oct 2023 |
0.36%
Sep 2017 - Sep 2022 |
2.02%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LWLAX (L Mason QS Defensive Growth Fund Cl C) |
8.62%
Dec 2018 - Dec 2021 |
6.33%
Jan 2016 - Jan 2021 |
3.63%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart