QuantStreet Performance February 2026
1/31/2026 — The following analysis shows the performance of QuantStreet’s separately managed account strategies against benchmarks derived from target date funds. The analysis starts on the launch date of each
Important Disclosures
Past performance does not guarantee future results. There is a possibility that QuantStreet’s future results may be different, and be materially worse, than its historical performance.
This webpage includes the life-to-date and year-by-year performance of QuantStreet’s Core, Aggressive, and Balanced strategies. QuantStreet implements these strategies through separately managed accounts (“SMAs”) for certain clients.
In addition to the Core, Aggressive, and Balanced strategies, QuantStreet offers various other unrelated strategies, including custom investing strategies for individual clients, with materially different goals and risk profiles (“Other Strategies”). The performance of the Other Strategies is not included here.
Each SMA client has an individual account held by their custodian. At any given time, all SMA clients invested in the same strategy share nearly-identical investment positions. This means the performance of any single account within a specific strategy is not materially different from that of another account within the same strategy during a given time period. Thus, to present the performance metrics provided on this presentation, QuantStreet Capital references the performance of a single client account invested in a particular strategy for the specified time frame.
This webpage includes a comparison between QuantStreet’s performance and the performance of certain asset allocation funds (“Benchmarks”). The Benchmarks are provided to contextualize QuantStreet’s performance and show how it compares to investment strategies with similar goals. The Benchmarks are not intended and should not be considered as a performance target. QuantStreet’s future performance may be different from, and materially worse than, QuantStreet’s own past performance and the performance of the Benchmarks.
1/31/2026 — The following analysis shows the performance of QuantStreet’s separately managed account strategies against benchmarks derived from target date funds. The analysis starts on the launch date of each
1/1/2026 — The following analysis shows the performance of QuantStreet’s separately managed account strategies against benchmarks. The analysis starts on the launch date of each separately managed account strategy. Strategy
11/29/2025 — The following analysis shows the performance of QuantStreet’s separately managed account strategies against benchmarks. The analysis starts on the launch date of each separately managed account strategy. Strategy
11/01/2025 — The following analysis shows the performance of QuantStreet’s separately managed account strategies against benchmarks. The analysis starts on the launch date of each separately managed account strategy. Strategy
10/02/2025 — The following analysis shows the performance of QuantStreet’s separately managed account strategies against benchmarks. The analysis starts on the launch date of each separately managed account strategy. Strategy
8/30/2025 — The following analysis shows the performance of QuantStreet’s separately managed account strategies against benchmarks. The analysis starts on the launch date of each separately managed account strategy. Strategy
7/31/2025 — The following analysis shows the performance of QuantStreet’s separately managed account strategies against benchmarks. The analysis starts on the launch date of each separately managed account strategy. Strategy
6/30/2025 — The following analysis shows the performance of QuantStreet’s separately managed account strategies against benchmarks. The analysis starts on the launch date of each separately managed account strategy. Strategy
5/31/2025 — The following analysis shows the performance of QuantStreet’s separately managed account strategies against benchmarks. The analysis starts on the launch date of each separately managed account strategy. Strategy