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Saratoga Moderately Agrsv Bal Allc A (SAMAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.53+0.04 (+0.35%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.61%
5-year average return6.96%
Number of years up4
Number of years down2
Best 1-yr total return (1 Jul 2024)17.75%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return17.75%
Worst 3-yr total return3.48%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSAMAXCategory
YTD5.79%9.69%
1-month0.52%0.91%
3-month-0.60%5.21%
1-year12.61%27.06%
3-year3.45%11.00%
5-year7.17%10.26%
10-year0.00%8.34%
Last bull market17.91%15.58%
Last bear market-9.91%-12.16%

Annual total return (%) history

Year
SAMAXCategory
2024
N/AN/A
2023
13.36%N/A
2022
-10.74%N/A
2021
13.77%N/A
2020
9.11%11.72%
2019
17.75%19.23%
2018
-7.51%-5.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.43%-0.60%N/AN/A
20232.74%3.66%-2.00%8.62%
2022-3.17%-9.91%-2.55%5.01%
20215.41%4.36%-0.98%4.46%
2020-16.28%13.19%4.29%10.39%
20198.13%2.37%0.70%5.64%
2018-2.80%2.16%4.33%-10.72%

Rank in category (by total return)

YTD58
1-month80
3-month92
1-year48
3-year36
5-year46

Load adjusted returns

1-year6.14%
3-year1.43%
5-year5.91%
10-yearN/A