Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBSPX (QS S&P 500 INDEX FUND CLASS A) | 11.13% | 27.91% | 22.07% | 11.78% | 13.57% | 13.11% | 10.21% | … | … |
Data as of 06/04/2026, Common starting date is 06/25/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBSPX (QS S&P 500 INDEX FUND CLASS A) | 06/25/1998 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 27.91 | 22.07 | 11.78 | 13.57 | 13.11 | 10.21 | … | … | 11.13 | 17.25 | 24.35 | 25.62 | -20.75 | 22.32 | 12.31 | 30.67 | -4.93 | 21.13 | 11.37 | 0.82 | 12.96 | 31.69 | 15.44 | 1.49 | 14.56 | 26.06 | -37.47 | 5.03 | 15.19 | 4.19 | 10.21 | 27.94 | -22.49 | -12.38 | -9.38 | 20.04 | 9.48 |
| Sharpe Ratio | NA | 2.22 | 1.31 | 0.55 | 0.65 | NA | NA | … | … | 1.97 | 0.77 | 1.64 | 1.69 | -0.90 | 1.57 | 0.34 | 2.34 | -0.37 | 3.07 | 0.86 | 0.05 | 1.14 | 2.86 | 1.21 | 0.06 | 0.80 | 0.95 | -0.93 | 0.12 | 1.17 | 0.19 | 0.83 | 1.61 | -0.91 | -0.70 | -0.62 | 0.93 | 0.63 |
| Standard Deviation(%) | NA | 11.88 | 14.81 | 17.19 | 18.28 | NA | NA | … | … | 13.53 | 18.66 | 12.67 | 13.09 | 24.66 | 14.17 | 34.88 | 12.48 | 17.12 | 6.70 | 12.99 | 15.51 | 11.37 | 11.08 | 12.77 | 23.39 | 18.15 | 27.28 | 41.00 | 16.01 | 10.09 | 10.29 | 11.13 | 16.92 | 25.91 | 21.45 | 21.99 | 17.98 | 24.85 |
| Draw Down(%) | NA | 8.98 | 18.82 | 26.49 | 33.82 | NA | NA | … | … | 8.98 | 18.82 | 8.46 | 10.06 | 24.66 | 7.74 | 33.82 | 6.65 | 19.49 | 2.65 | 10.30 | 12.07 | 7.33 | 5.63 | 9.69 | 18.87 | 15.70 | 27.19 | 48.06 | 9.93 | 7.57 | 7.07 | 7.64 | 13.76 | 33.08 | 29.33 | 16.75 | 11.96 | 19.24 |
| Yield(%) | 0.00 | 0.90 | 1.28 | 1.06 | 3.40 | 4.47 | 3.79 | … | … | 0.00 | 0.92 | 1.38 | 1.21 | 0.87 | 0.84 | 1.23 | 6.78 | 5.32 | 5.54 | 4.42 | 2.60 | 1.39 | 1.69 | 2.20 | 1.55 | 1.60 | 2.21 | 1.56 | 1.55 | 1.48 | 1.36 | 1.53 | 1.21 | 0.82 | 0.73 | 1.44 | 1.13 | 0.50 |
Data as of 06/04/2026, Common starting date is 06/25/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBSPX (QS S&P 500 INDEX FUND CLASS A) |
-16.46%
Mar 2000 – Mar 2003 |
-7.15%
Feb 2004 – Feb 2009 |
-3.97%
Feb 1999 – Feb 2009 |
3.21%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBSPX (QS S&P 500 INDEX FUND CLASS A) |
24.92%
Feb 2009 – Feb 2012 |
22.37%
Feb 2009 – Feb 2014 |
16.04%
Feb 2009 – Feb 2019 |
14.48%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart