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QS Conservative Growth I (LMEIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.46+0.06 (+0.42%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.39%
5-year average return6.00%
Number of years up6
Number of years down3
Best 1-yr total return (2 Jul 2024)17.06%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return17.06%
Worst 3-yr total return1.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLMEIXCategory
YTD6.64%9.69%
1-month1.06%0.91%
3-month0.78%5.21%
1-year12.04%27.06%
3-year2.41%11.00%
5-year6.07%10.26%
10-year5.36%8.34%
Last bull market18.37%15.58%
Last bear market-10.07%-12.16%

Annual total return (%) history

Year
LMEIXCategory
2024
N/AN/A
2023
13.39%N/A
2022
-13.43%N/A
2021
10.47%N/A
2020
9.66%11.72%
2019
17.06%19.23%
2018
-4.57%-5.76%
2017
13.01%13.21%
2016
7.38%7.34%
2015
-1.29%-1.93%
2014
N/A6.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.82%0.78%N/AN/A
20234.42%3.37%-3.79%9.19%
2022-5.00%-10.07%-5.28%6.98%
20212.60%4.96%-0.88%3.50%
2020-14.12%12.14%4.57%8.90%
20197.80%2.59%0.59%5.22%
2018-0.35%0.13%2.72%-6.90%
20173.93%2.66%2.77%3.06%
20161.23%2.01%3.43%0.53%
20151.67%-0.17%-4.84%2.21%
20140.79%N/AN/AN/A

Rank in category (by total return)

YTD46
1-month62
3-month62
1-year54
3-year54
5-year72

Load adjusted returns

1-year12.04%
3-year2.41%
5-year6.07%
10-year5.36%