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Saratoga Mid Capitalization I (SMIPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.94+0.05 (+0.36%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.21%
5-year average return8.87%
Number of years up15
Number of years down5
Best 1-yr total return (2 Jul 2024)41.71%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return41.71%
Worst 3-yr total return-0.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSMIPXCategory
YTD5.43%17.04%
1-month-0.85%-0.01%
3-month-5.29%5.47%
1-year16.41%50.44%
3-year3.67%13.15%
5-year9.29%13.75%
10-year6.28%11.35%
Last bull market33.11%25.95%
Last bear market-11.45%-22.55%

Annual total return (%) history

Year
SMIPXCategory
2024
N/AN/A
2023
16.05%N/A
2022
-11.61%N/A
2021
20.42%N/A
2020
10.22%12.39%
2019
30.38%26.21%
2018
-16.72%-11.15%
2017
13.31%15.93%
2016
5.32%14.14%
2015
-3.68%-4.75%
2014
10.92%7.80%
2013
41.71%34.10%
2012
15.35%16.15%
2011
-3.89%-3.81%
2010
19.69%22.52%
2009
31.35%37.39%
2008
-32.84%-39.18%
2007
8.14%4.85%
2006
9.68%14.03%
2005
4.46%9.25%
2004
18.29%16.30%
2003
N/A36.28%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.32%-5.29%N/AN/A
20231.21%3.85%-4.45%15.55%
2022-4.14%-11.45%-5.14%9.77%
202110.11%6.17%-2.77%5.95%
2020-28.19%18.35%5.92%22.44%
201914.52%4.80%2.16%6.34%
2018-2.40%1.74%4.91%-20.06%
20174.22%-0.31%3.98%4.89%
2016-1.59%-0.73%5.22%2.47%
20157.11%0.41%-10.35%-0.10%
20145.34%2.60%-2.99%5.79%
201314.21%4.02%9.16%9.28%
201213.38%-6.31%4.39%4.02%
201113.06%-1.41%-22.27%10.93%
20105.73%-12.08%10.91%16.09%
2009-6.43%13.07%21.19%2.44%
2008-9.37%7.43%-13.30%-20.45%
20074.52%9.26%-1.84%-3.53%
20066.85%-3.93%0.53%6.28%
20050.49%-0.73%6.97%-2.11%
20044.70%0.17%-1.08%14.03%
200321.97%4.76%13.64%N/A

Rank in category (by total return)

YTD47
1-month41
3-month90
1-year20
3-year50
5-year53

Load adjusted returns

1-year16.41%
3-year3.67%
5-year9.29%
10-year6.28%