Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SCBCX (QS CONSERVATIVE GROWTH FUND CLASS C) | 1.92% | 5.94% | 6.55% | 3.12% | 3.69% | 5.00% | 4.12% | 4.43% |
Data as of 07/25/2025, AR inception is 03/26/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCBCX (QS CONSERVATIVE GROWTH FUND CLASS C) | 03/26/1996 | 07/25/2025 |
| 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 (%) | 1.08 | 5.94 | 6.55 | 3.12 | 3.69 | 5.00 | 4.12 | 4.43 | 1.92 | 8.18 | 10.46 | -18.42 | 6.35 | 5.48 | 15.91 | -5.47 | 11.78 | 6.43 | -2.29 | 3.74 | 14.00 | 11.82 | -0.06 | 13.50 | 30.81 | -27.90 | 2.18 | 6.44 | 1.45 | 6.46 | 18.63 | -8.10 | -2.05 | 3.90 | 6.48 | 5.61 | 8.87 | 8.12 |
| Sharpe Ratio | NA | 0.24 | 0.30 | 0.11 | 0.22 | NA | NA | 0.29 | 0.03 | 0.19 | 0.74 | -1.43 | 0.90 | 0.31 | 2.33 | -0.87 | 2.90 | 0.77 | -0.29 | 0.61 | 2.24 | 1.68 | -0.01 | 1.05 | 2.18 | -1.49 | -0.10 | 0.56 | -0.13 | 0.95 | 2.77 | -1.04 | -0.55 | -0.02 | 0.48 | 0.30 | 0.66 | 1.30 |
| Standard Deviation(%) | NA | 11.79 | 10.62 | 10.16 | 9.96 | NA | NA | 9.72 | 13.95 | 8.25 | 8.42 | 13.93 | 7.05 | 16.81 | 6.23 | 7.82 | 3.86 | 8.07 | 7.92 | 6.05 | 6.25 | 7.05 | 16.91 | 12.76 | 14.08 | 19.29 | 7.95 | 5.68 | 5.46 | 5.83 | 6.47 | 8.87 | 8.10 | 8.30 | 6.80 | 7.63 | 8.06 | 5.54 |
| Draw Down(%) | NA | 10.90 | 12.44 | 25.11 | 25.11 | NA | NA | 40.10 | 10.83 | 4.87 | 8.92 | 23.78 | 3.28 | 22.38 | 3.62 | 11.35 | 1.29 | 7.21 | 8.11 | 5.23 | 5.22 | 5.91 | 13.21 | 8.40 | 16.76 | 36.58 | 6.36 | 4.43 | 4.35 | 5.82 | 5.18 | 15.67 | 12.00 | 4.32 | 5.74 | 11.70 | 5.35 | 3.04 |
| Yield(%) | 0.00 | 1.93 | 1.49 | 1.51 | 3.19 | 3.38 | 3.11 | 3.68 | 0.19 | 1.92 | 1.26 | 0.85 | 2.39 | 0.96 | 4.78 | 4.57 | 7.75 | 3.36 | 5.59 | 1.28 | 1.22 | 1.03 | 1.17 | 2.44 | 4.06 | 5.02 | 5.19 | 0.92 | 1.12 | 1.24 | 1.86 | 1.97 | 5.92 | 8.88 | 5.86 | 3.40 | 4.16 | 2.83 |
Data as of 07/25/2025, AR inception is 03/26/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCBCX (QS CONSERVATIVE GROWTH FUND CLASS C) |
-11.01%
Feb 2006 - Feb 2009 |
-5.70%
Feb 2004 - Feb 2009 |
-0.88%
Feb 1999 - Feb 2009 |
2.82%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCBCX (QS CONSERVATIVE GROWTH FUND CLASS C) |
20.41%
Feb 2009 - Feb 2012 |
16.30%
Feb 2009 - Feb 2014 |
9.76%
Feb 2009 - Feb 2019 |
7.28%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart