Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCGCX (QS MODERATE GROWTH FUND CLASS C) | 8.85% | 20.25% | 15.29% | 5.34% | 6.89% | 6.66% | 5.65% | … | … |
Data as of 06/04/2026, Common starting date is 08/29/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCGCX (QS MODERATE GROWTH FUND CLASS C) | 08/29/1996 | 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 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 20.25 | 15.29 | 5.34 | 6.89 | 6.66 | 5.65 | … | … | 8.85 | 14.15 | 13.85 | 14.98 | -19.10 | 9.25 | 3.43 | 18.66 | -7.67 | 14.30 | 7.09 | -2.73 | 3.83 | 20.54 | 13.42 | -1.79 | 14.25 | 31.15 | -33.51 | 2.83 | 7.72 | 3.48 | 7.59 | 28.12 | -19.17 | -10.29 | -5.68 | 30.20 | 8.87 | 18.19 | 5.10 |
| Sharpe Ratio | NA | 1.85 | 1.08 | 0.23 | 0.42 | NA | NA | … | … | 1.66 | 0.82 | 1.04 | 1.14 | -1.19 | 0.97 | 0.14 | 2.01 | -0.87 | 2.60 | 0.63 | -0.25 | 0.46 | 2.46 | 1.37 | -0.10 | 1.03 | 1.66 | -1.30 | -0.03 | 0.51 | 0.15 | 0.68 | 2.31 | -1.18 | -0.83 | -0.65 | 1.68 | 0.39 | 1.35 | 1.82 |
| Standard Deviation(%) | NA | 9.88 | 11.48 | 12.58 | 12.74 | NA | NA | … | … | 11.82 | 13.81 | 9.81 | 9.99 | 17.29 | 9.50 | 22.94 | 8.56 | 10.40 | 5.27 | 10.91 | 10.91 | 8.32 | 8.33 | 9.87 | 18.90 | 13.72 | 18.71 | 26.53 | 11.08 | 8.46 | 8.00 | 9.73 | 11.84 | 17.26 | 15.52 | 15.31 | 15.94 | 13.73 | 10.69 | 6.72 |
| Draw Down(%) | NA | 7.65 | 14.31 | 27.09 | 28.03 | NA | NA | … | … | 7.65 | 14.31 | 5.99 | 9.67 | 25.56 | 4.43 | 28.03 | 5.34 | 15.44 | 1.86 | 9.65 | 10.52 | 7.27 | 5.75 | 8.33 | 17.69 | 11.54 | 20.09 | 43.06 | 8.26 | 6.80 | 5.95 | 10.07 | 9.28 | 27.92 | 25.29 | 13.60 | 8.43 | 19.09 | 6.87 | 2.44 |
| Yield(%) | 0.00 | 9.53 | 6.90 | 4.00 | 4.83 | 4.81 | 4.17 | … | … | 0.00 | 9.86 | 5.66 | 3.92 | 0.64 | 2.70 | 0.51 | 5.16 | 4.82 | 10.63 | 3.87 | 7.71 | 1.00 | 0.68 | 1.09 | 0.78 | 1.49 | 2.33 | 1.75 | 1.57 | 0.91 | 0.39 | 0.69 | 0.54 | 0.69 | 6.33 | 8.62 | 16.64 | 3.85 | 5.66 | 0.92 |
Data as of 06/04/2026, Common starting date is 08/29/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCGCX (QS MODERATE GROWTH FUND CLASS C) |
-13.91%
Feb 2006 – Feb 2009 |
-6.96%
Feb 2004 – Feb 2009 |
-1.81%
Feb 1999 – Feb 2009 |
2.34%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCGCX (QS MODERATE GROWTH FUND CLASS C) |
21.73%
Feb 2009 – Feb 2012 |
18.41%
Feb 2009 – Feb 2014 |
10.96%
Feb 2009 – Feb 2019 |
8.49%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart