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FTSE 100
8,235.87
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FTSE 250
20,557.65
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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
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
5.61%
5-year average return
6.96%
Number of years up
4
Number of years down
2
Best 1-yr total return (1 Jul 2024)
17.75%
Worst 1-yr total return (1 Jul 2024)
N/A
Best 3-yr total return
17.75%
Worst 3-yr total return
3.48%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
SAMAX
Category
YTD
5.79%
9.69%
1-month
0.52%
0.91%
3-month
-0.60%
5.21%
1-year
12.61%
27.06%
3-year
3.45%
11.00%
5-year
7.17%
10.26%
10-year
0.00%
8.34%
Last bull market
17.91%
15.58%
Last bear market
-9.91%
-12.16%
Annual total return (%) history
Year
SAMAX
Category
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
6.43%
-0.60%
N/A
N/A
2023
2.74%
3.66%
-2.00%
8.62%
2022
-3.17%
-9.91%
-2.55%
5.01%
2021
5.41%
4.36%
-0.98%
4.46%
2020
-16.28%
13.19%
4.29%
10.39%
2019
8.13%
2.37%
0.70%
5.64%
2018
-2.80%
2.16%
4.33%
-10.72%
Rank in category (by total return)
YTD
58
1-month
80
3-month
92
1-year
48
3-year
36
5-year
46
Load adjusted returns
1-year
6.14%
3-year
1.43%
5-year
5.91%
10-year
N/A
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