Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCHAX (QS GROWTH FUND CLASS A) | 7.64% | 20.76% | 16.89% | 6.24% | 7.90% | 7.67% | 6.18% | … | … |
Data as of 06/05/2026, Common starting date is 07/01/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCHAX (QS GROWTH FUND CLASS A) | 07/01/1996 | 06/05/2026 |
| 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 (%) | -2.44 | 20.76 | 16.89 | 6.24 | 7.90 | 7.67 | 6.18 | … | … | 7.64 | 16.36 | 16.57 | 17.14 | -19.79 | 12.83 | 3.96 | 21.49 | -9.05 | 13.63 | 8.26 | -2.69 | 4.10 | 25.96 | 15.24 | -2.88 | 15.15 | 31.50 | -37.54 | 2.92 | 8.69 | 5.50 | 10.18 | 36.33 | -23.99 | -11.73 | -6.81 | 27.51 | 13.73 | 14.20 | 0.97 |
| Sharpe Ratio | NA | 1.97 | 1.13 | 0.31 | 0.44 | NA | NA | … | … | 1.82 | 0.83 | 1.11 | 1.26 | -1.08 | 1.12 | 0.13 | 1.96 | -0.83 | 1.94 | 0.61 | -0.21 | 0.40 | 2.60 | 1.26 | -0.13 | 0.93 | 1.40 | -1.19 | -0.02 | 0.49 | 0.31 | 0.72 | 2.25 | -1.10 | -0.68 | -0.52 | 1.68 | 0.57 | 0.78 | -0.16 |
| Standard Deviation(%) | NA | 11.47 | 13.38 | 14.54 | 15.05 | NA | NA | … | … | 13.56 | 16.38 | 11.67 | 10.83 | 19.74 | 11.42 | 27.47 | 10.21 | 12.68 | 6.72 | 13.19 | 13.19 | 10.11 | 9.96 | 12.14 | 22.04 | 16.13 | 22.41 | 32.14 | 13.87 | 10.87 | 10.29 | 12.79 | 15.83 | 22.83 | 21.24 | 21.19 | 14.33 | 18.10 | 13.37 | 10.90 |
| Draw Down(%) | NA | 8.69 | 16.78 | 28.65 | 32.00 | NA | NA | … | … | 8.69 | 16.78 | 7.21 | 9.92 | 27.15 | 5.21 | 32.00 | 6.37 | 18.20 | 2.99 | 11.25 | 12.34 | 8.77 | 6.23 | 10.34 | 21.00 | 14.16 | 22.58 | 47.62 | 10.28 | 8.99 | 7.83 | 12.71 | 12.17 | 34.12 | 30.44 | 17.87 | 8.83 | 26.85 | 9.99 | 9.82 |
| Yield(%) | 0.00 | 11.12 | 8.61 | 5.11 | 5.85 | 6.11 | 4.95 | … | … | 0.00 | 11.54 | 6.87 | 6.07 | 1.42 | 3.97 | 1.05 | 6.64 | 5.42 | 10.35 | 4.48 | 10.06 | 4.10 | 1.19 | 1.37 | 0.98 | 1.11 | 2.02 | 8.69 | 5.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.98 | 8.79 | 6.10 | 4.37 | 3.91 | 1.14 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| SCHAX (QS GROWTH FUND CLASS A) |
-16.56%
Mar 2000 – Mar 2003 |
-7.69%
Feb 2004 – Feb 2009 |
-2.58%
Feb 1999 – Feb 2009 |
2.35%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHAX (QS GROWTH FUND CLASS A) |
23.05%
Feb 2009 – Feb 2012 |
20.37%
Feb 2009 – Feb 2014 |
11.94%
Feb 2009 – Feb 2019 |
9.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart