Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBCPX (QS DEFENSIVE GROWTH FUND CLASS A) | 4.19% | 12.30% | 9.66% | 2.82% | 4.59% | 4.64% | 4.72% | … | … |
Data as of 06/03/2026, Common starting date is 03/28/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBCPX (QS DEFENSIVE GROWTH FUND CLASS A) | 03/28/1996 | 06/03/2026 |
| 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 (%) | 0.42 | 12.30 | 9.66 | 2.82 | 4.59 | 4.64 | 4.72 | … | … | 4.19 | 10.80 | 7.76 | 10.28 | -16.82 | 3.73 | 7.71 | 13.64 | -3.40 | 9.12 | 6.33 | -1.13 | 4.49 | 8.05 | 10.86 | 2.03 | 12.30 | 30.37 | -22.30 | 2.17 | 5.30 | 1.72 | 6.60 | 16.76 | -2.95 | 1.12 | 4.05 | 4.03 | 1.01 | 17.39 | 8.72 |
| Sharpe Ratio | NA | 1.81 | 0.97 | 0.04 | 0.43 | NA | NA | … | … | 1.20 | 1.08 | 0.63 | 0.92 | -1.72 | 0.79 | 0.67 | 3.23 | -0.88 | 2.94 | 1.11 | -0.23 | 1.20 | 1.84 | 2.53 | 0.25 | 0.80 | 3.24 | -1.77 | -0.19 | 0.46 | -0.14 | 1.40 | 3.97 | -0.79 | -0.25 | -0.03 | 0.12 | -0.38 | 2.11 | 1.92 |
| Standard Deviation(%) | NA | 5.75 | 7.12 | 7.69 | 7.06 | NA | NA | … | … | 7.04 | 7.38 | 6.60 | 7.27 | 10.63 | 4.66 | 11.14 | 3.77 | 5.43 | 2.89 | 5.52 | 5.06 | 3.73 | 4.35 | 4.30 | 7.97 | 15.27 | 9.36 | 13.12 | 5.11 | 4.11 | 3.91 | 4.01 | 4.04 | 5.20 | 5.33 | 5.18 | 5.37 | 6.50 | 6.46 | 4.14 |
| Draw Down(%) | NA | 4.75 | 8.24 | 22.28 | 22.28 | NA | NA | … | … | 4.75 | 7.32 | 4.05 | 8.24 | 21.48 | 2.73 | 16.52 | 1.75 | 7.27 | 1.27 | 4.68 | 5.65 | 3.45 | 4.78 | 3.41 | 8.34 | 10.37 | 13.06 | 30.12 | 4.48 | 3.08 | 3.13 | 4.57 | 3.03 | 9.54 | 7.45 | 3.25 | 3.92 | 6.59 | 2.90 | 1.76 |
| Yield(%) | 0.00 | 4.86 | 3.84 | 2.88 | 3.81 | 3.69 | 3.82 | … | … | 0.00 | 5.44 | 3.42 | 2.53 | 1.99 | 3.02 | 2.42 | 4.45 | 4.32 | 8.23 | 3.49 | 2.20 | 2.65 | 2.29 | 2.51 | 2.63 | 3.48 | 6.06 | 4.33 | 4.04 | 2.13 | 2.88 | 2.98 | 3.76 | 3.64 | 5.81 | 8.12 | 6.71 | 6.77 | 9.26 | 4.56 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| SBCPX (QS DEFENSIVE GROWTH FUND CLASS A) |
-8.27%
Feb 2006 – Feb 2009 |
-3.77%
Feb 2004 – Feb 2009 |
0.55%
Feb 1999 – Feb 2009 |
3.16%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBCPX (QS DEFENSIVE GROWTH FUND CLASS A) |
19.07%
Feb 2009 – Feb 2012 |
14.43%
Feb 2009 – Feb 2014 |
8.84%
Feb 2009 – Feb 2019 |
6.67%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart