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Saratoga Large Capitalization Growth I (SLCGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.19-0.04 (-0.13%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return23.72%
5-year average return17.90%
Number of years up22
Number of years down7
Best 1-yr total return (20 Jun 2024)38.71%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return38.71%
Worst 3-yr total return6.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSLCGXCategory
YTD17.61%12.38%
1-month6.31%5.09%
3-month4.99%10.28%
1-year38.28%41.70%
3-year11.81%22.56%
5-year18.29%21.98%
10-year14.61%15.99%
Last bull market33.04%25.99%
Last bear market-20.71%-17.29%

Annual total return (%) history

Year
SLCGXCategory
2024
N/AN/A
2023
38.71%N/A
2022
-28.73%N/A
2021
32.26%N/A
2020
28.70%35.86%
2019
26.52%31.90%
2018
-0.53%-2.09%
2017
30.35%27.67%
2016
0.01%3.23%
2015
10.05%3.60%
2014
11.91%10.00%
2013
36.25%33.92%
2012
17.68%15.34%
2011
3.84%-2.46%
2010
27.38%15.53%
2009
37.43%35.68%
2008
-50.76%-40.67%
2007
37.35%13.35%
2006
-5.83%7.05%
2005
20.13%6.71%
2004
1.42%7.81%
2003
24.95%28.66%
2002
-30.92%-27.64%
2001
-28.23%-22.30%
2000
-21.58%-13.05%
1999
34.18%38.87%
1998
36.44%34.55%
1997
32.52%26.36%
1996
13.43%19.76%
1995
28.98%32.65%
1994
N/A-2.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202415.51%N/AN/AN/A
202314.30%9.52%-2.24%13.35%
2022-8.83%-20.71%-1.03%-0.39%
20215.57%10.63%0.84%12.29%
2020-15.74%26.78%9.84%9.69%
201912.33%2.37%-1.14%11.29%
20180.79%7.61%10.95%-17.34%
20178.42%2.69%8.06%8.34%
2016-1.87%0.08%2.63%-0.77%
20152.92%-0.29%-2.52%10.01%
20140.08%3.82%1.46%6.15%
20139.51%2.21%8.82%11.87%
201212.00%-4.24%6.93%2.61%
20116.91%0.21%-10.52%8.33%
20103.87%-8.81%19.91%12.14%
2009-0.39%11.17%13.36%9.48%
2008-17.89%8.15%-24.16%-26.88%
20072.54%7.95%11.01%11.78%
20060.98%-10.03%-1.96%5.72%
2005-5.09%6.14%9.52%8.89%
2004-2.17%-0.38%-7.14%12.07%
2003-1.12%13.80%0.66%10.31%
2002-0.32%-20.27%-17.06%4.80%
2001-23.34%6.27%-24.39%16.52%
20005.57%-3.18%-5.23%-19.05%
199911.95%2.73%-6.79%25.17%
199814.08%2.60%-13.18%34.27%
19972.26%17.58%6.85%3.14%
19962.30%4.26%1.75%4.52%
19958.72%11.61%8.01%-1.59%
19941.45%N/AN/AN/A

Rank in category (by total return)

YTD9
1-month24
3-month9
1-year10
3-year3
5-year17

Load adjusted returns

1-year38.28%
3-year11.81%
5-year18.29%
10-year14.61%