Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| QLMAHX (Legg Mason Partners Various Equity Trust - Qs Moderately Conservative Model Portfolio Fund) | 5.96% | 5.50% | 5.81% | 3.56% | NA | NA | NA | 2.54% |
Data as of 08/01/2025, AR inception is 01/29/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QLMAHX (Legg Mason Partners Various Equity Trust - Qs Moderately Conservative Model Portfolio Fund) | 01/29/2020 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.58 | 5.50 | 5.81 | 3.56 | NA | NA | NA | 2.54 | 5.96 | 6.17 | 10.52 | -13.28 | 3.32 | 1.77 |
| Sharpe Ratio | NA | 0.27 | 0.30 | 0.18 | NA | NA | NA | 0.04 | 0.82 | -0.06 | 0.92 | -1.35 | 0.43 | 0.10 |
| Standard Deviation(%) | NA | 8.53 | 8.10 | 8.26 | NA | NA | NA | 10.08 | 9.10 | 6.86 | 6.89 | 10.92 | 7.74 | 17.33 |
| Draw Down(%) | NA | 9.87 | 10.77 | 22.16 | NA | NA | NA | 22.16 | 7.41 | 5.47 | 6.67 | 17.89 | 5.20 | 13.12 |
| Yield(%) | 0.00 | 0.00 | 1.70 | 1.38 | 0.66 | 0.44 | 0.33 | 1.31 | 0.00 | 0.31 | 2.70 | 2.41 | 0.01 | 1.41 |
Data as of 08/01/2025, 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 |
|---|---|---|---|---|
| QLMAHX (Legg Mason Partners Various Equity Trust - Qs Moderately Conservative Model Portfolio Fund) |
-1.37%
Oct 2020 - Oct 2023 |
3.65%
Jul 2020 - Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QLMAHX (Legg Mason Partners Various Equity Trust - Qs Moderately Conservative Model Portfolio Fund) |
7.46%
Jun 2022 - Jun 2025 |
4.19%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart