Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SBBAX (QS CONSERVATIVE GROWTH FUND CLASS A) | 0.68% | 3.56% | 7.63% | 3.57% | 3.95% | 5.72% | 4.67% | 5.24% |
Data as of 07/18/2025, AR inception is 03/28/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBBAX (QS CONSERVATIVE GROWTH FUND CLASS A) | 03/28/1996 | 07/18/2025 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 3.56 | 7.63 | 3.57 | 3.95 | 5.72 | 4.67 | 5.24 | 0.68 | 8.68 | 11.07 | -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 | 0.03 | 0.40 | 0.15 | 0.25 | NA | NA | 0.37 | -0.12 | 0.25 | 0.82 | -1.38 | 0.98 | 0.34 | 2.44 | -0.78 | 2.68 | 0.85 | -0.20 | 0.74 | 2.37 | 1.81 | 0.04 | 1.08 | 2.24 | -1.47 | -0.02 | 0.61 | 0.00 | 1.08 | 2.85 | -0.96 | -0.46 | 0.07 | 0.58 | 0.75 | 1.09 | 1.63 |
| Standard Deviation(%) | NA | 12.09 | 10.72 | 10.24 | 10.01 | NA | NA | 9.77 | 14.53 | 8.24 | 8.39 | 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 | 10.77 | 12.37 | 24.86 | 24.86 | NA | NA | 39.56 | 10.77 | 5.12 | 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 | 2.59 | 2.47 | 2.45 | 3.91 | 4.52 | 3.94 | 4.76 | 0.34 | 2.98 | 2.21 | 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 07/18/2025, AR inception 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 |
7.90%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart