Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| QLMAAX (Legg Mason Partners Various Equity Trust - Qs Aggressive Model Portfolio Fund) | 8.68% | 13.46% | 13.65% | 10.19% | NA | NA | NA | 7.54% |
Data as of 07/25/2025, AR inception is 01/29/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QLMAAX (Legg Mason Partners Various Equity Trust - Qs Aggressive Model Portfolio Fund) | 01/29/2020 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.27 | 13.46 | 13.65 | 10.19 | NA | NA | NA | 7.54 | 8.68 | 15.41 | 18.71 | -16.58 | 12.95 | 2.49 |
| Sharpe Ratio | NA | 0.60 | 0.70 | 0.54 | NA | NA | NA | 0.26 | 0.66 | 0.75 | 1.28 | -0.89 | 0.98 | 0.07 |
| Standard Deviation(%) | NA | 17.16 | 14.74 | 15.22 | NA | NA | NA | 18.89 | 19.65 | 11.81 | 11.36 | 20.21 | 13.21 | 33.68 |
| Draw Down(%) | NA | 17.72 | 17.72 | 27.24 | NA | NA | NA | 27.24 | 16.81 | 7.46 | 10.22 | 22.91 | 5.86 | 23.15 |
| Yield(%) | 0.00 | 0.00 | 2.23 | 2.10 | 0.93 | 0.62 | 0.46 | 1.86 | 0.00 | 0.10 | 1.82 | 4.90 | 0.05 | 1.93 |
Data as of 07/25/2025, AR inception is 01/29/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QLMAAX (Legg Mason Partners Various Equity Trust - Qs Aggressive Model Portfolio Fund) |
2.19%
Apr 2021 - Apr 2024 |
9.87%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QLMAAX (Legg Mason Partners Various Equity Trust - Qs Aggressive Model Portfolio Fund) |
14.18%
Jun 2022 - Jun 2025 |
10.69%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart