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Saratoga Moderately Cnsrv Bal Allc I (SMICX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.75-0.02 (-0.19%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.29%
5-year average return6.68%
Number of years up4
Number of years down2
Best 1-yr total return (27 Jun 2024)16.61%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return16.61%
Worst 3-yr total return3.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSMICXCategory
YTD4.70%9.69%
1-month2.49%0.91%
3-month1.04%5.21%
1-year14.97%27.06%
3-year3.46%11.00%
5-year7.38%10.26%
10-year0.00%8.34%
Last bull market16.17%15.58%
Last bear market-8.45%-12.16%

Annual total return (%) history

Year
SMICXCategory
2024
N/AN/A
2023
12.82%N/A
2022
-9.81%N/A
2021
11.77%N/A
2020
9.22%11.72%
2019
16.61%19.23%
2018
-7.57%-5.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.68%N/AN/AN/A
20232.96%3.51%-2.06%8.08%
2022-3.39%-8.45%-2.07%4.14%
20214.59%3.60%-0.76%3.95%
2020-13.93%11.48%4.53%8.90%
20197.68%2.48%0.71%4.92%
2018-3.30%1.96%4.16%-10.00%

Rank in category (by total return)

YTD58
1-month84
3-month93
1-year50
3-year33
5-year55

Load adjusted returns

1-year14.97%
3-year3.46%
5-year7.38%
10-yearN/A