Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QLMAIX (Legg Mason Partners Various Equity Trust – Qs Conservative Model Portfolio Fund) | NA | 6.76% | 6.80% | 2.33% | NA | NA | NA | … | … |
Data as of 09/11/2025, Common starting date is 01/29/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QLMAIX (Legg Mason Partners Various Equity Trust – Qs Conservative Model Portfolio Fund) | 01/29/2020 | 09/11/2025 |
| 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 (%) | 1.04 | 6.76 | 6.80 | 2.33 | NA | NA | NA | … | … | 7.99 | 6.17 | 8.78 | -12.95 | -0.45 | 2.01 |
| Sharpe Ratio | NA | 0.67 | 0.57 | 0.03 | NA | NA | NA | … | … | 1.51 | 0.51 | 0.84 | -1.83 | -0.08 | 0.19 |
| Standard Deviation(%) | NA | 5.48 | 6.09 | 6.19 | NA | NA | NA | … | … | 5.81 | 4.97 | 6.14 | 7.90 | 6.15 | 10.77 |
| Draw Down(%) | NA | 4.24 | 6.42 | 21.18 | NA | NA | NA | … | … | 4.24 | 2.84 | 5.71 | 16.60 | 5.48 | 8.55 |
| Yield(%) | 0.00 | 3.31 | 3.24 | 2.16 | 1.06 | 0.71 | 0.53 | … | … | 0.00 | 3.81 | 3.65 | 2.43 | 0.00 | 1.73 |
Data as of 09/11/2025, 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 |
|---|---|---|---|---|
| QLMAIX (Legg Mason Partners Various Equity Trust – Qs Conservative Model Portfolio Fund) |
-3.46%
Oct 2020 – Oct 2023 |
1.84%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QLMAIX (Legg Mason Partners Various Equity Trust – Qs Conservative Model Portfolio Fund) |
6.33%
Aug 2022 – Aug 2025 |
2.33%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart