Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SILLX (QS GLOBAL EQUITY FUND CLASS C) | 6.49% | 23.03% | 21.87% | 9.22% | 10.93% | 10.05% | 6.86% | … | … |
Data as of 06/05/2026, Common starting date is 12/22/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SILLX (QS GLOBAL EQUITY FUND CLASS C) | 12/22/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.42 | 23.03 | 21.87 | 9.22 | 10.93 | 10.05 | 6.86 | … | … | 6.49 | 22.34 | 23.32 | 22.20 | -19.33 | 14.34 | 12.39 | 21.47 | -12.70 | 22.75 | 6.84 | 3.11 | 7.89 | 28.66 | 12.29 | -6.07 | 10.20 | 19.88 | -44.30 | 6.61 | 23.42 | 8.95 | 16.37 | 27.84 | -14.33 | -22.07 | 2.75 |
| Sharpe Ratio | NA | 2.10 | 1.41 | 0.44 | 0.55 | NA | NA | … | … | 1.56 | 1.13 | 1.52 | 1.54 | -0.90 | 0.91 | 0.38 | 1.57 | -0.94 | 3.10 | 0.45 | 0.21 | 0.71 | 2.52 | 0.87 | -0.24 | 0.51 | 0.81 | -1.16 | 0.19 | 1.34 | 0.64 | 1.16 | 1.79 | -0.75 | -1.41 | 64.69 |
| Standard Deviation(%) | NA | 11.66 | 14.24 | 16.71 | 17.49 | NA | NA | … | … | 13.71 | 17.27 | 12.95 | 12.14 | 23.25 | 15.77 | 32.17 | 12.77 | 15.00 | 7.16 | 14.58 | 14.94 | 11.09 | 11.36 | 14.17 | 25.17 | 19.68 | 24.44 | 38.90 | 18.17 | 14.95 | 10.54 | 13.25 | 15.15 | 20.54 | 17.59 | 6.94 |
| Draw Down(%) | NA | 8.32 | 17.22 | 28.93 | 34.06 | NA | NA | … | … | 8.32 | 17.22 | 9.13 | 8.38 | 24.79 | 10.95 | 34.06 | 8.82 | 23.05 | 2.41 | 12.44 | 12.39 | 8.75 | 8.05 | 13.52 | 23.03 | 16.78 | 25.87 | 53.07 | 13.33 | 16.76 | 7.73 | 8.98 | 17.23 | 25.46 | 31.99 | 0.00 |
| Yield(%) | 0.00 | 6.29 | 4.34 | 2.43 | 3.45 | 3.46 | 3.01 | … | … | 0.00 | 6.65 | 3.35 | 0.34 | 0.90 | 0.29 | 0.00 | 6.77 | 5.47 | 0.00 | 0.67 | 0.00 | 0.02 | 0.00 | 0.24 | 0.94 | 0.44 | 0.91 | 0.81 | 5.84 | 17.95 | 0.41 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/22/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SILLX (QS GLOBAL EQUITY FUND CLASS C) |
-16.95%
Feb 2006 – Feb 2009 |
-7.89%
May 2007 – May 2012 |
0.89%
Jan 2001 – Jan 2011 |
2.46%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SILLX (QS GLOBAL EQUITY FUND CLASS C) |
25.75%
Mar 2003 – Mar 2006 |
18.76%
Sep 2002 – Sep 2007 |
12.06%
Sep 2011 – Sep 2021 |
10.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
