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
LRRSX (QS STRATEGIC REAL RETURN FUND CLASS IS) NA 236,803.06% 1,238.43% 389.54% 120.34% NA NA
Data as of 04/19/2024, Common starting date is 12/19/2011
More Performance Analytics Comparison
Name Start Date End Date
LRRSX (QS STRATEGIC REAL RETURN FUND CLASS IS) 12/19/2011 04/19/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) 222,627.27 236,803.06 1,238.43 389.54 120.34 NA NA 228,937.49 6.68 -9.57 16.40 3.83 16.70 -7.78 12.26 3.63 -10.10 -6.83 2.15 8.94 1.23
Sharpe Ratio NA 307.18 2.78 1.12 0.49 NA NA 9,851,305,867.56 0.26 -0.73 1.76 0.19 2.19 -1.06 2.18 0.35 -1.02 -1.16 0.24 1.03 4.15
Standard Deviation(%) NA 770.88 445.19 345.10 244.14 NA NA 1,403.62 9.59 15.11 9.30 19.16 6.98 8.61 5.37 9.70 9.89 5.88 8.69 8.73 11.32
Draw Down(%) NA 8.05 20.67 27.31 28.61 NA NA 1.89 8.05 20.67 5.32 27.31 3.98 13.36 2.77 6.90 13.06 13.20 10.36 8.29 1.13
Yield(%) 0.00 3.42 9.19 7.33 4.50 3.71 2.78 103.55 3.56 9.36 17.66 2.35 4.29 8.11 4.47 2.12 3.37 1.70 2.80 2.52 0.00
Data as of 04/19/2024, Common starting date is 12/19/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LRRSX (QS STRATEGIC REAL RETURN FUND CLASS IS) -6.97%
Jan 2013 – Jan 2016
-2.12%
Dec 2013 – Dec 2018
0.96%
Sep 2012 – Sep 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LRRSX (QS STRATEGIC REAL RETURN FUND CLASS IS) 12.45%
Mar 2020 – Mar 2023
8.08%
Mar 2017 – Mar 2022
3.60%
May 2012 – May 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return