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Saratoga Large Capitalization Value I (SLCVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.30+0.10 (+0.35%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.89%
5-year average return11.97%
Number of years up21
Number of years down8
Best 1-yr total return (2 Jul 2024)40.86%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return40.86%
Worst 3-yr total return-0.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSLCVXCategory
YTD1.71%4.44%
1-month-1.93%-4.04%
3-month-4.65%4.09%
1-year11.01%14.37%
3-year7.15%6.04%
5-year12.46%9.20%
10-year7.19%8.57%
Last bull market25.52%22.97%
Last bear market-12.06%-11.27%

Annual total return (%) history

Year
SLCVXCategory
2024
N/AN/A
2023
20.28%11.63%
2022
-7.01%-5.90%
2021
29.21%26.22%
2020
8.01%2.91%
2019
40.86%25.04%
2018
-17.55%-8.53%
2017
8.66%15.94%
2016
9.16%14.81%
2015
-6.80%-4.05%
2014
11.88%10.21%
2013
40.50%31.21%
2012
17.63%14.57%
2011
-5.71%-0.75%
2010
14.68%13.66%
2009
37.09%24.13%
2008
-51.60%-37.09%
2007
-9.34%1.42%
2006
18.64%18.15%
2005
5.91%5.95%
2004
9.13%12.97%
2003
31.86%28.44%
2002
-28.72%-18.69%
2001
-3.97%-4.99%
2000
11.33%7.87%
1999
1.12%6.72%
1998
11.77%12.00%
1997
25.49%26.61%
1996
23.97%20.08%
1995
36.98%32.39%
1994
N/A-0.70%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.67%-4.65%N/AN/A
20231.70%8.36%-3.94%13.61%
20220.15%-12.06%-2.35%8.12%
202113.43%5.33%-0.19%8.35%
2020-31.88%24.43%4.27%22.22%
201916.84%6.39%1.30%11.86%
2018-6.31%2.09%4.69%-17.66%
20172.63%1.57%3.51%0.70%
2016-3.02%-0.25%2.82%9.75%
20153.69%-0.94%-13.45%4.84%
20144.67%8.78%-5.85%4.36%
201310.24%2.97%9.57%12.97%
201211.69%-7.98%10.18%3.87%
20117.17%0.14%-23.42%14.73%
20106.72%-13.50%8.52%14.47%
2009-3.15%17.77%14.98%4.53%
2008-17.18%-10.13%-14.42%-24.01%
2007-2.01%5.56%-2.20%-10.38%
20064.74%-1.41%5.97%8.41%
2005-0.78%0.62%3.58%2.43%
20041.34%2.10%-1.24%6.79%
2003-2.73%15.92%3.20%13.31%
2002-1.43%-15.90%-20.84%8.63%
2001-0.90%2.73%-9.45%4.17%
2000-2.17%-1.00%3.63%10.91%
1999-0.30%9.97%-9.61%2.02%
199811.36%0.52%-13.09%14.90%
19970.00%13.86%6.98%3.03%
19967.94%3.14%4.02%7.05%
199511.50%9.85%7.36%4.16%
1994-0.24%N/AN/AN/A

Rank in category (by total return)

YTD97
1-month96
3-month96
1-year81
3-year39
5-year12

Load adjusted returns

1-year11.01%
3-year7.15%
5-year12.46%
10-year7.19%