Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBCLX (QS DEFENSIVE GROWTH FUND CLASS C1) | 2.12% | 11.73% | 8.84% | 2.18% | 4.11% | 3.99% | 4.14% | … | … |
Data as of 05/04/2026, Common starting date is 03/26/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBCLX (QS DEFENSIVE GROWTH FUND CLASS C1) | 03/26/1996 | 05/04/2026 |
| 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 (%) | 0.00 | 11.73 | 8.84 | 2.18 | 4.11 | 3.99 | 4.14 | … | … | 2.12 | 9.86 | 8.18 | 8.04 | -16.88 | 4.12 | 7.30 | 12.97 | -3.84 | 9.14 | 5.82 | -1.61 | 3.89 | 7.52 | 10.14 | 1.52 | 12.03 | 29.77 | -22.55 | 1.69 | 4.93 | 1.29 | 6.06 | 16.02 | -3.40 | 0.68 | 3.63 | 3.53 | 3.92 | 7.85 | 7.36 |
| Sharpe Ratio | NA | 0.34 | 0.34 | -0.02 | 0.23 | NA | NA | … | … | 0.09 | 0.95 | 0.70 | 0.60 | -1.74 | 0.89 | 0.64 | 2.98 | -0.96 | 3.05 | 1.02 | -0.32 | 1.04 | 1.72 | 2.39 | 0.19 | 0.78 | 3.18 | -1.78 | -0.28 | 0.38 | -0.26 | 1.28 | 3.72 | -0.87 | -0.34 | -0.11 | 0.03 | 0.09 | 0.81 | 1.38 |
| Standard Deviation(%) | NA | 26.26 | 16.40 | 13.77 | 10.71 | NA | NA | … | … | 45.04 | 7.40 | 6.54 | 7.37 | 10.58 | 4.60 | 11.04 | 3.86 | 5.48 | 2.80 | 5.51 | 5.11 | 3.72 | 4.34 | 4.25 | 7.98 | 15.22 | 9.35 | 13.15 | 5.21 | 4.05 | 3.76 | 3.98 | 4.11 | 5.25 | 5.27 | 5.38 | 5.26 | 4.81 | 5.13 | 4.37 |
| Draw Down(%) | NA | 16.87 | 16.87 | 21.86 | 21.86 | NA | NA | … | … | 16.87 | 7.41 | 3.73 | 8.44 | 21.83 | 2.73 | 16.52 | 1.85 | 7.70 | 1.23 | 4.67 | 5.88 | 3.54 | 4.85 | 3.44 | 8.47 | 10.38 | 13.09 | 30.26 | 4.62 | 3.15 | 3.22 | 4.63 | 3.12 | 9.81 | 7.61 | 3.35 | 4.02 | 8.16 | 3.61 | 1.76 |
| Yield(%) | 0.00 | 3.58 | 1.64 | 1.26 | 2.67 | 2.59 | 2.86 | … | … | 0.00 | 3.98 | 0.00 | 0.36 | 0.24 | 1.98 | 1.74 | 3.64 | 3.71 | 8.05 | 2.89 | 1.67 | 2.01 | 1.64 | 1.88 | 2.02 | 3.17 | 5.42 | 3.95 | 3.54 | 1.75 | 2.37 | 2.43 | 3.22 | 3.11 | 4.98 | 7.20 | 5.93 | 4.76 | 5.43 | 4.14 |
Data as of 05/04/2026, Common starting date is 03/26/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBCLX (QS DEFENSIVE GROWTH FUND CLASS C1) |
-8.63%
Feb 2006 – Feb 2009 |
-4.19%
Feb 2004 – Feb 2009 |
0.09%
Feb 1999 – Feb 2009 |
2.76%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBCLX (QS DEFENSIVE GROWTH FUND CLASS C1) |
18.58%
Feb 2009 – Feb 2012 |
13.90%
Feb 2009 – Feb 2014 |
8.38%
Feb 2009 – Feb 2019 |
6.18%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart