Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCGRX (QS MODERATE GROWTH FUND CLASS A) | 8.90% | 21.11% | 15.99% | 6.08% | 7.44% | 7.17% | 6.19% | … | … |
Data as of 06/03/2026, Common starting date is 07/01/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCGRX (QS MODERATE GROWTH FUND CLASS A) | 07/01/1996 | 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 (%) | 0.75 | 21.11 | 15.99 | 6.08 | 7.44 | 7.17 | 6.19 | … | … | 8.90 | 15.00 | 14.56 | 15.84 | -18.67 | 9.95 | 3.96 | 19.52 | -7.03 | 13.22 | 7.82 | -2.11 | 4.56 | 21.32 | 14.12 | -1.07 | 14.41 | 31.68 | -33.09 | 3.30 | 8.31 | 4.09 | 8.21 | 29.00 | -18.64 | -9.71 | -4.94 | 30.63 | 8.80 | 20.09 | 3.06 |
| Sharpe Ratio | NA | 1.97 | 1.14 | 0.28 | 0.45 | NA | NA | … | … | 1.74 | 0.88 | 1.06 | 1.24 | -1.16 | 0.96 | 0.16 | 2.11 | -0.81 | 2.32 | 0.70 | -0.20 | 0.55 | 2.56 | 1.44 | -0.06 | 1.05 | 1.70 | -1.28 | 0.01 | 0.58 | 0.23 | 0.73 | 2.38 | -1.15 | -0.79 | -0.60 | 1.71 | 0.38 | 1.47 | 0.29 |
| Standard Deviation(%) | NA | 9.92 | 11.63 | 12.68 | 12.86 | NA | NA | … | … | 11.89 | 13.84 | 10.29 | 9.90 | 17.38 | 10.32 | 22.93 | 8.55 | 10.37 | 5.44 | 10.92 | 10.91 | 8.33 | 8.33 | 9.85 | 18.93 | 13.65 | 18.62 | 26.45 | 11.01 | 8.46 | 8.00 | 9.84 | 11.89 | 17.19 | 15.57 | 15.23 | 15.96 | 14.00 | 11.10 | 8.51 |
| Draw Down(%) | NA | 7.59 | 14.22 | 26.87 | 27.89 | NA | NA | … | … | 7.59 | 14.22 | 5.98 | 9.49 | 25.35 | 5.36 | 27.89 | 5.26 | 14.92 | 2.33 | 9.55 | 10.25 | 7.09 | 5.71 | 8.23 | 17.48 | 11.82 | 20.04 | 42.74 | 8.21 | 6.72 | 5.78 | 9.86 | 9.16 | 27.57 | 24.98 | 13.15 | 8.27 | 19.01 | 6.91 | 6.81 |
| Yield(%) | 0.00 | 10.50 | 7.89 | 4.85 | 5.59 | 5.61 | 4.94 | … | … | 0.00 | 10.86 | 6.67 | 4.90 | 1.45 | 3.91 | 1.27 | 6.55 | 5.69 | 9.80 | 4.74 | 8.54 | 1.63 | 1.42 | 1.74 | 1.46 | 1.80 | 3.02 | 2.16 | 2.17 | 1.50 | 1.05 | 1.47 | 1.31 | 1.33 | 7.07 | 9.57 | 17.28 | 4.90 | 6.59 | 1.63 |
Data as of 06/03/2026, Common starting date is 07/01/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCGRX (QS MODERATE GROWTH FUND CLASS A) |
-13.48%
Feb 2006 – Feb 2009 |
-6.47%
Feb 2004 – Feb 2009 |
-1.26%
Feb 1999 – Feb 2009 |
2.93%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCGRX (QS MODERATE GROWTH FUND CLASS A) |
22.29%
Feb 2009 – Feb 2012 |
19.05%
Feb 2009 – Feb 2014 |
11.45%
Feb 2009 – Feb 2019 |
9.04%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart