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
QLMAGX (Legg Mason Partners Various Equity Trust – Qs Moderately Conservative Model Portfolio Fund) NA 9.58% 10.21% 4.31% NA NA NA
Data as of 11/26/2025, Common starting date is 01/29/2020
More Performance Analytics Comparison
Name Start Date End Date
QLMAGX (Legg Mason Partners Various Equity Trust – Qs Moderately Conservative Model Portfolio Fund) 01/29/2020 11/26/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020
Annualized Return (%) 1.60 9.58 10.21 4.31 NA NA NA 11.38 9.48 10.77 -13.07 3.41 1.77
Sharpe Ratio NA 0.79 0.91 0.25 NA NA NA 1.14 0.95 1.04 -1.34 0.44 0.10
Standard Deviation(%) NA 8.38 7.27 8.13 NA NA NA 8.50 6.16 6.88 10.85 7.78 17.45
Draw Down(%) NA 7.40 7.40 22.11 NA NA NA 7.40 3.23 6.57 17.71 5.35 13.20
Yield(%) 0.00 2.91 3.04 2.02 1.01 0.68 0.51 0.00 3.56 2.95 2.60 0.01 1.51
Data as of 11/26/2025, Common starting date is 01/29/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QLMAGX (Legg Mason Partners Various Equity Trust – Qs Moderately Conservative Model Portfolio Fund) -1.20%
Oct 2020 – Oct 2023
4.34%
Aug 2020 – Aug 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QLMAGX (Legg Mason Partners Various Equity Trust – Qs Moderately Conservative Model Portfolio Fund) 11.74%
Sep 2022 – Sep 2025
5.31%
Oct 2020 – Oct 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return