Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
LMEIX (QS CONSERVATIVE GROWTH FUND CLASS I) 4.74% 3.91% 6.15% -0.54% 1.08% 0.27% NA
Data as of 06/05/2026, Common starting date is 02/04/2008
More Performance Analytics Comparison
Name Start Date End Date
LMEIX (QS CONSERVATIVE GROWTH FUND CLASS I) 02/04/2008 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 2008
Annualized Return (%) -1.75 3.91 6.15 -0.54 1.08 0.27 NA 4.74 7.39 7.66 8.81 -19.69 3.46 4.16 10.58 -10.32 3.71 2.79 -8.02 54.48 -25.80
Sharpe Ratio NA 0.12 0.28 -0.28 -0.05 NA NA 0.93 0.39 0.47 0.60 -1.49 0.43 0.23 1.25 -1.41 0.40 0.30 -0.86 0.12 -1.44
Standard Deviation(%) NA 10.32 10.17 10.78 10.54 NA NA 9.63 11.67 8.64 8.63 14.22 8.00 16.98 7.28 8.31 7.59 8.49 9.38 69.76 19.93
Draw Down(%) NA 8.22 12.41 26.95 26.95 NA NA 6.12 11.08 5.00 9.09 23.94 3.96 22.29 5.91 14.16 6.19 7.11 10.85 5.10 35.63
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.03 0.42 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.41 6.11
Data as of 06/05/2026, Common starting date is 02/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LMEIX (QS CONSERVATIVE GROWTH FUND CLASS I) -5.33%
Mar 2017 – Mar 2020
-4.68%
Sep 2017 – Sep 2022
-0.42%
Apr 2015 – Apr 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LMEIX (QS CONSERVATIVE GROWTH FUND CLASS I) 23.51%
Nov 2013 – Nov 2016
13.33%
Nov 2013 – Nov 2018
5.86%
Nov 2013 – Nov 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return