Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LLLRX (QS GROWTH FUND R) | 7.44% | 20.58% | 16.53% | 8.17% | 9.44% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/05/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LLLRX (QS GROWTH FUND R) | 06/05/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.44 | 20.58 | 16.53 | 8.17 | 9.44 | NA | NA | … | … | 7.44 | 16.08 | 16.25 | 16.76 | -14.31 | 16.64 | 8.20 | 21.05 | -9.37 | 16.32 | 7.73 | -2.83 | -1.12 |
| Sharpe Ratio | NA | 1.51 | 1.00 | 0.40 | 0.53 | NA | NA | … | … | 1.11 | 0.81 | 1.14 | 1.22 | -0.85 | 1.52 | 0.29 | 1.92 | -0.85 | 2.43 | 0.56 | -0.22 | -0.19 |
| Standard Deviation(%) | NA | 11.87 | 13.31 | 14.09 | 14.80 | NA | NA | … | … | 14.10 | 16.38 | 11.09 | 10.84 | 18.49 | 10.97 | 27.30 | 10.18 | 12.63 | 6.46 | 13.39 | 13.18 | 10.08 |
| Draw Down(%) | NA | 8.69 | 16.80 | 22.34 | 32.05 | NA | NA | … | … | 8.69 | 16.80 | 7.26 | 9.99 | 22.15 | 5.22 | 32.05 | 6.41 | 18.38 | 2.29 | 11.28 | 12.40 | 8.88 |
| Yield(%) | 0.00 | 11.20 | 8.47 | 6.72 | 7.36 | 5.03 | 3.78 | … | … | 0.00 | 11.59 | 6.64 | 5.85 | 6.78 | 7.77 | 4.87 | 6.46 | 5.06 | 12.50 | 4.51 | 9.97 | 2.76 |
Data as of 06/05/2026, Common starting date is 06/05/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LLLRX (QS GROWTH FUND R) |
-1.98%
Mar 2017 – Mar 2020 |
0.32%
Mar 2015 – Mar 2020 |
6.39%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LLLRX (QS GROWTH FUND R) |
18.94%
Sep 2022 – Sep 2025 |
13.04%
Mar 2020 – Mar 2025 |
9.82%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart