Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMYIX (QS GLOBAL EQUITY FUND CLASS I) | 9.80% | 27.28% | 24.20% | 10.88% | 12.39% | 11.43% | 8.16% | … | … |
Data as of 06/04/2026, Common starting date is 05/02/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMYIX (QS GLOBAL EQUITY FUND CLASS I) | 05/02/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 27.28 | 24.20 | 10.88 | 12.39 | 11.43 | 8.16 | … | … | 9.80 | 23.57 | 24.64 | 23.50 | -18.56 | 15.32 | 13.70 | 22.88 | -11.81 | 24.12 | 8.01 | 4.31 | 9.11 | 29.97 | 13.44 | -4.91 | 11.22 | 21.43 | -43.65 | 7.63 | 25.13 | 10.38 | 17.07 | 36.90 |
| Sharpe Ratio | NA | 2.20 | 1.50 | 0.51 | 0.62 | NA | NA | … | … | 1.65 | 1.20 | 1.62 | 1.65 | -0.86 | 0.96 | 0.42 | 1.67 | -0.89 | 3.32 | 0.54 | 0.29 | 0.81 | 2.64 | 0.95 | -0.20 | 0.57 | 0.87 | -1.15 | 0.25 | 1.45 | 0.77 | 1.21 | 4.14 |
| Standard Deviation(%) | NA | 11.69 | 14.26 | 16.75 | 17.49 | NA | NA | … | … | 13.73 | 17.30 | 12.97 | 12.17 | 23.25 | 15.93 | 32.13 | 12.80 | 14.96 | 7.10 | 14.43 | 14.91 | 11.16 | 11.34 | 14.18 | 25.17 | 19.61 | 24.45 | 38.82 | 18.19 | 15.03 | 10.57 | 13.28 | 14.37 |
| Draw Down(%) | NA | 8.26 | 17.14 | 28.46 | 34.00 | NA | NA | … | … | 8.26 | 17.14 | 9.10 | 8.16 | 24.24 | 11.11 | 34.00 | 8.69 | 22.28 | 2.32 | 12.36 | 12.08 | 8.71 | 7.93 | 13.30 | 22.48 | 16.55 | 25.67 | 52.54 | 13.23 | 16.70 | 7.38 | 8.65 | 6.11 |
| Yield(%) | 0.00 | 7.25 | 5.67 | 3.46 | 5.02 | 5.49 | 4.28 | … | … | 0.00 | 7.72 | 4.64 | 1.60 | 1.80 | 1.37 | 1.17 | 8.68 | 6.81 | 1.34 | 1.99 | 1.54 | 1.48 | 1.25 | 1.60 | 2.04 | 1.59 | 2.37 | 1.48 | 6.54 | 19.25 | 1.90 | 1.18 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/02/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMYIX (QS GLOBAL EQUITY FUND CLASS I) |
-15.98%
Feb 2006 – Feb 2009 |
-6.88%
May 2007 – May 2012 |
3.21%
May 2007 – May 2017 |
3.58%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMYIX (QS GLOBAL EQUITY FUND CLASS I) |
25.10%
May 2023 – May 2026 |
18.48%
Feb 2009 – Feb 2014 |
13.29%
Sep 2011 – Sep 2021 |
11.97%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart