Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCHCX (QS GROWTH FUND CLASS C) | 7.35% | 20.09% | 16.09% | 5.31% | 7.27% | 7.03% | 5.62% | … | … |
Data as of 06/05/2026, Common starting date is 08/29/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCHCX (QS GROWTH FUND CLASS C) | 08/29/1996 | 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 (%) | -2.41 | 20.09 | 16.09 | 5.31 | 7.27 | 7.03 | 5.62 | … | … | 7.35 | 15.49 | 15.82 | 16.33 | -20.90 | 11.79 | 2.86 | 20.66 | -9.67 | 15.49 | 7.53 | -3.29 | 3.46 | 25.11 | 14.61 | -3.38 | 15.08 | 30.99 | -37.82 | 2.46 | 8.43 | 4.85 | 9.52 | 35.45 | -24.49 | -12.32 | -7.66 | 26.48 | 13.59 | 12.75 | 4.28 |
| Sharpe Ratio | NA | 1.85 | 1.08 | 0.24 | 0.40 | NA | NA | … | … | 1.74 | 0.77 | 1.09 | 1.17 | -1.12 | 1.03 | 0.09 | 1.89 | -0.88 | 2.32 | 0.55 | -0.25 | 0.34 | 2.53 | 1.21 | -0.15 | 0.93 | 1.38 | -1.21 | -0.05 | 0.46 | 0.25 | 0.66 | 2.19 | -1.12 | -0.71 | -0.56 | 1.65 | 0.56 | 0.69 | 1.21 |
| Standard Deviation(%) | NA | 11.51 | 13.25 | 14.54 | 15.03 | NA | NA | … | … | 13.65 | 16.36 | 11.14 | 10.89 | 20.00 | 11.45 | 27.49 | 10.16 | 12.63 | 6.42 | 13.18 | 13.13 | 10.15 | 9.90 | 12.14 | 22.06 | 16.15 | 22.42 | 32.08 | 13.81 | 10.86 | 10.32 | 12.85 | 15.87 | 22.90 | 21.21 | 21.24 | 13.98 | 17.94 | 13.11 | 7.92 |
| Draw Down(%) | NA | 8.81 | 16.89 | 29.65 | 32.01 | NA | NA | … | … | 8.81 | 16.89 | 7.23 | 10.06 | 28.02 | 5.37 | 32.01 | 6.38 | 18.67 | 2.23 | 11.35 | 12.52 | 8.99 | 6.25 | 10.44 | 21.21 | 13.87 | 22.64 | 47.84 | 10.33 | 9.17 | 8.04 | 13.05 | 12.35 | 34.44 | 30.77 | 18.38 | 8.95 | 26.91 | 10.10 | 3.29 |
| Yield(%) | 0.00 | 11.76 | 8.75 | 4.90 | 5.72 | 5.80 | 4.67 | … | … | 0.00 | 12.14 | 6.83 | 6.02 | 0.99 | 3.02 | 0.53 | 6.00 | 5.10 | 12.91 | 4.05 | 9.96 | 3.85 | 0.57 | 0.89 | 0.49 | 1.08 | 1.56 | 8.75 | 4.95 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.99 | 7.92 | 5.19 | 3.75 | 3.23 | 0.44 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| SCHCX (QS GROWTH FUND CLASS C) |
-17.24%
Mar 2000 – Mar 2003 |
-8.13%
Feb 2004 – Feb 2009 |
-3.17%
Feb 1999 – Feb 2009 |
1.80%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHCX (QS GROWTH FUND CLASS C) |
22.67%
Feb 2009 – Feb 2012 |
19.86%
Feb 2009 – Feb 2014 |
11.59%
Feb 2009 – Feb 2019 |
9.02%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart