Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBSDX (QS S&P 500 INDEX FUND CLASS D) | 8.28% | 25.42% | 21.23% | 11.44% | 14.05% | 13.50% | 10.55% | … | … |
Data as of 06/05/2026, Common starting date is 12/28/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBSDX (QS S&P 500 INDEX FUND CLASS D) | 12/28/1998 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.56 | 25.42 | 21.23 | 11.44 | 14.05 | 13.50 | 10.55 | … | … | 8.28 | 17.50 | 24.58 | 25.89 | -20.58 | 22.65 | 18.07 | 30.95 | -4.75 | 21.42 | 11.57 | 1.01 | 13.23 | 31.91 | 15.64 | 1.77 | 14.71 | 26.36 | -37.37 | 5.22 | 15.66 | 4.48 | 10.40 | 28.29 | -22.31 | -12.19 | -9.19 | 19.76 | 0.53 |
| Sharpe Ratio | NA | 1.87 | 1.21 | 0.52 | 0.68 | NA | NA | … | … | 1.28 | 0.79 | 1.65 | 1.71 | -0.90 | 1.60 | 0.51 | 2.36 | -0.36 | 3.11 | 0.87 | 0.06 | 1.16 | 2.88 | 1.23 | 0.07 | 0.81 | 0.97 | -0.93 | 0.13 | 1.22 | 0.21 | 0.85 | 1.63 | -0.91 | -0.69 | -0.61 | 0.91 | 2.60 |
| Standard Deviation(%) | NA | 12.19 | 14.86 | 17.22 | 18.25 | NA | NA | … | … | 13.94 | 18.62 | 12.68 | 13.10 | 24.67 | 14.14 | 34.64 | 12.49 | 17.09 | 6.71 | 13.00 | 15.55 | 11.39 | 11.09 | 12.73 | 23.37 | 18.09 | 27.19 | 40.99 | 16.00 | 10.05 | 10.33 | 11.06 | 16.93 | 25.91 | 21.44 | 21.98 | 17.96 | 20.09 |
| Draw Down(%) | NA | 8.94 | 18.79 | 26.34 | 33.82 | NA | NA | … | … | 8.94 | 18.79 | 8.48 | 10.01 | 24.56 | 7.68 | 33.82 | 6.64 | 19.45 | 2.63 | 10.29 | 12.08 | 7.33 | 5.59 | 9.64 | 18.76 | 15.70 | 27.15 | 47.96 | 9.87 | 7.53 | 7.06 | 7.60 | 13.73 | 33.03 | 29.22 | 16.54 | 11.84 | 1.02 |
| Yield(%) | 0.00 | 1.09 | 1.50 | 1.26 | 4.38 | 5.62 | 4.71 | … | … | 0.00 | 1.11 | 1.58 | 1.41 | 1.03 | 1.05 | 6.74 | 6.96 | 5.49 | 5.73 | 4.62 | 2.79 | 1.61 | 1.93 | 2.39 | 1.74 | 1.82 | 2.39 | 1.68 | 1.77 | 1.66 | 1.57 | 1.74 | 1.47 | 0.98 | 0.91 | 1.62 | 0.90 | 0.53 |
Data as of 06/05/2026, Common starting date is 12/28/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBSDX (QS S&P 500 INDEX FUND CLASS D) |
-16.26%
Mar 2000 – Mar 2003 |
-6.92%
Feb 2004 – Feb 2009 |
-3.77%
Feb 1999 – Feb 2009 |
3.43%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBSDX (QS S&P 500 INDEX FUND CLASS D) |
25.16%
Feb 2009 – Feb 2012 |
22.60%
Feb 2009 – Feb 2014 |
16.26%
Feb 2009 – Feb 2019 |
15.08%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart