Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBBAX (QS CONSERVATIVE GROWTH FUND CLASS A) | 4.67% | 14.33% | 12.25% | 3.98% | 5.92% | 5.96% | 5.54% | … | … |
Data as of 06/05/2026, Common starting date is 03/28/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBBAX (QS CONSERVATIVE GROWTH FUND CLASS A) | 03/28/1996 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.75 | 14.33 | 12.25 | 3.98 | 5.92 | 5.96 | 5.54 | … | … | 4.67 | 13.04 | 11.26 | 13.04 | -17.95 | 6.99 | 6.04 | 16.76 | -4.79 | 11.39 | 7.15 | -1.53 | 4.42 | 14.83 | 12.66 | 0.69 | 13.89 | 31.58 | -27.50 | 2.86 | 6.77 | 2.19 | 7.18 | 19.45 | -7.51 | -1.35 | 4.66 | 7.33 | 8.85 | 12.83 | 9.43 |
| Sharpe Ratio | NA | 1.93 | 1.09 | 0.20 | 0.46 | NA | NA | … | … | 1.53 | 0.97 | 0.91 | 1.13 | -1.38 | 0.98 | 0.34 | 2.43 | -0.79 | 2.68 | 0.85 | -0.20 | 0.74 | 2.37 | 1.81 | 0.04 | 1.08 | 2.24 | -1.47 | -0.04 | 0.59 | -0.01 | 1.07 | 2.85 | -0.96 | -0.48 | 0.05 | 0.56 | 0.73 | 1.08 | 1.61 |
| Standard Deviation(%) | NA | 7.75 | 9.26 | 10.11 | 9.83 | NA | NA | … | … | 9.32 | 10.55 | 8.36 | 8.35 | 14.08 | 7.09 | 16.81 | 6.29 | 7.84 | 4.03 | 8.14 | 7.85 | 5.97 | 6.24 | 7.02 | 16.91 | 12.84 | 14.07 | 19.30 | 7.98 | 5.74 | 5.44 | 5.78 | 6.58 | 9.00 | 8.08 | 8.40 | 7.12 | 7.41 | 8.47 | 5.55 |
| Draw Down(%) | NA | 6.12 | 10.77 | 24.86 | 24.86 | NA | NA | … | … | 6.12 | 10.77 | 4.39 | 8.78 | 23.51 | 3.27 | 22.29 | 3.57 | 10.68 | 1.96 | 7.11 | 7.81 | 5.14 | 5.09 | 5.76 | 12.90 | 8.62 | 16.57 | 36.24 | 6.24 | 4.30 | 4.28 | 5.71 | 5.01 | 15.27 | 11.60 | 4.16 | 5.63 | 9.50 | 4.43 | 3.04 |
| Yield(%) | 0.00 | 9.60 | 6.26 | 4.04 | 4.80 | 4.81 | 4.58 | … | … | 0.00 | 10.24 | 3.61 | 4.07 | 1.74 | 3.49 | 1.77 | 5.90 | 5.60 | 7.72 | 4.24 | 6.55 | 2.09 | 2.04 | 1.83 | 1.96 | 2.87 | 4.88 | 5.65 | 5.94 | 1.43 | 1.83 | 1.98 | 2.60 | 2.71 | 7.38 | 10.41 | 7.19 | 6.48 | 8.07 | 3.46 |
Data as of 06/05/2026, Common starting date is 03/28/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBBAX (QS CONSERVATIVE GROWTH FUND CLASS A) |
-10.53%
Feb 2006 – Feb 2009 |
-5.14%
Feb 2004 – Feb 2009 |
-0.24%
Feb 1999 – Feb 2009 |
3.41%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBBAX (QS CONSERVATIVE GROWTH FUND CLASS A) |
21.10%
Feb 2009 – Feb 2012 |
17.03%
Feb 2009 – Feb 2014 |
10.38%
Feb 2009 – Feb 2019 |
8.03%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart