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LMEIX: QS CONSERVATIVE GROWTH FUND CLASS I (MUTUAL FUND)
Basic Info 15.72 0.01(0.06%) June 09
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (68%) |
| Start Date: | 02/04/2008 |
| Last Dividend Date: | 09/30/2014 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 06/09/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.9 | 5.0 | 3.9 | 6.1 | -0.5 | 1.2 | 1.9 | 7.4 | 7.7 | 8.8 | -19.7 | 3.5 | 4.2 | 10.6 | -10.3 | 3.7 | 2.8 | -8.0 | 54.5 | -25.8 |
| Sharpe Ratio | NA | 0.93 | 0.12 | 0.28 | -0.28 | -0.05 | 0.06 | 0.39 | 0.47 | 0.6 | -1.49 | 0.43 | 0.23 | 1.25 | -1.41 | 0.4 | 0.3 | -0.86 | 0.12 | -1.44 |
| Draw Down(%) | NA | 6.1 | 8.2 | 12.4 | 26.9 | 26.9 | 37.0 | 11.1 | 5.0 | 9.1 | 23.9 | 4.0 | 22.3 | 5.9 | 14.2 | 6.2 | 7.1 | 10.8 | 5.1 | 35.6 |
| Standard Deviation(%) | NA | 9.6 | 10.3 | 10.2 | 10.8 | 10.5 | 16.8 | 11.7 | 8.6 | 8.6 | 14.2 | 8.0 | 17.0 | 7.3 | 8.3 | 7.6 | 8.5 | 9.4 | 69.8 | 19.9 |
| Treynor Ratio | NA | 0.06 | 0.01 | 0.03 | -0.03 | 0.0 | 0.01 | 0.07 | 0.04 | 0.06 | -0.18 | 0.03 | 0.03 | 0.07 | -0.09 | 0.03 | 0.02 | -0.06 | 0.09 | -0.22 |
| Alpha | NA | 0.01 | -0.03 | -0.01 | -0.02 | -0.02 | -0.02 | -0.02 | 0.01 | 0.01 | -0.04 | -0.02 | -0.02 | -0.04 | -0.03 | -0.02 | -0.03 | -0.04 | -0.03 | -0.07 |
| Beta | NA | 1.37 | 1.1 | 1.03 | 1.11 | 1.15 | 0.99 | 0.69 | 1.03 | 0.83 | 1.21 | 1.12 | 1.18 | 1.29 | 1.28 | 1.01 | 1.48 | 1.27 | 0.94 | 1.29 |
| RSquared | NA | 0.65 | 0.3 | 0.46 | 0.54 | 0.59 | 0.87 | 0.26 | 0.47 | 0.55 | 0.7 | 0.42 | 0.82 | 0.4 | 0.6 | 0.13 | 0.62 | 0.53 | 1.0 | 0.81 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.4 | 6.1 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/31/2008
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