Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QLMAHX (Legg Mason Partners Various Equity Trust – Qs Moderately Conservative Model Portfolio Fund) | NA | 9.34% | 9.94% | 4.09% | 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 |
|---|---|---|
| QLMAHX (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 (%) | 1.68 | 9.34 | 9.94 | 4.09 | NA | NA | NA | … | … | 11.23 | 9.12 | 10.52 | -13.28 | 3.32 | 1.77 |
| Sharpe Ratio | NA | 0.76 | 0.87 | 0.23 | NA | NA | NA | … | … | 1.12 | 0.89 | 1.01 | -1.35 | 0.43 | 0.10 |
| Standard Deviation(%) | NA | 8.41 | 7.28 | 8.16 | NA | NA | NA | … | … | 8.54 | 6.16 | 6.89 | 10.92 | 7.74 | 17.33 |
| Draw Down(%) | NA | 7.41 | 7.41 | 22.16 | NA | NA | NA | … | … | 7.41 | 3.32 | 6.67 | 17.89 | 5.20 | 13.12 |
| Yield(%) | 0.00 | 2.68 | 2.79 | 1.87 | 0.94 | 0.62 | 0.47 | … | … | 0.00 | 3.29 | 2.70 | 2.41 | 0.01 | 1.41 |
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 |
|---|---|---|---|---|
| QLMAHX (Legg Mason Partners Various Equity Trust – Qs Moderately Conservative Model Portfolio Fund) |
-1.37%
Oct 2020 – Oct 2023 |
4.11%
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 |
|---|---|---|---|---|
| QLMAHX (Legg Mason Partners Various Equity Trust – Qs Moderately Conservative Model Portfolio Fund) |
11.47%
Sep 2022 – Sep 2025 |
5.10%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart