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Saratoga Small Capitalization I (SSCPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.26-0.01 (-0.14%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.01%
5-year average return10.87%
Number of years up22
Number of years down7
Best 1-yr total return (30 Jun 2024)32.13%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return32.13%
Worst 3-yr total return1.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSSCPXCategory
YTD6.72%20.19%
1-month3.61%0.02%
3-month-0.93%4.36%
1-year27.30%60.18%
3-year2.87%11.32%
5-year13.13%13.88%
10-year7.00%11.19%
Last bull market34.38%27.98%
Last bear market-17.04%-24.08%

Annual total return (%) history

Year
SSCPXCategory
2024
N/AN/A
2023
15.16%N/A
2022
-17.45%N/A
2021
24.52%N/A
2020
25.37%10.99%
2019
23.71%23.75%
2018
-16.31%-12.72%
2017
15.58%12.28%
2016
13.13%20.78%
2015
-9.67%-5.38%
2014
3.20%3.79%
2013
32.13%37.39%
2012
8.87%15.46%
2011
-0.78%-4.07%
2010
16.69%25.61%
2009
24.00%31.80%
2008
-26.35%-36.56%
2007
2.93%-1.10%
2006
15.42%15.03%
2005
4.47%6.75%
2004
20.39%18.94%
2003
35.51%43.41%
2002
-8.38%-16.22%
2001
6.72%8.92%
2000
21.93%11.89%
1999
13.01%19.95%
1998
-18.61%-3.03%
1997
23.20%26.36%
1996
15.90%21.50%
1995
27.31%27.21%
1994
N/A-1.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.16%N/AN/AN/A
20230.49%5.57%-5.12%14.40%
2022-6.31%-17.04%0.64%5.54%
202112.21%2.31%-0.64%9.17%
2020-29.21%28.38%9.03%26.52%
201912.81%0.68%-0.34%9.29%
2018-0.41%5.39%2.49%-22.20%
20172.86%1.39%7.93%2.68%
2016-4.50%3.01%2.93%11.72%
20152.55%-2.28%-11.08%1.38%
20144.18%0.88%-6.21%4.70%
201313.04%1.03%6.63%8.51%
20127.22%-2.84%2.43%2.02%
20116.49%-0.90%-19.25%16.44%
20107.71%-10.81%9.34%11.08%
2009-16.17%18.67%17.31%6.26%
2008-7.40%1.79%0.94%-22.59%
20074.87%6.14%-3.44%-4.23%
200610.63%-2.23%0.00%6.72%
2005-1.61%2.87%4.51%-1.23%
20043.15%5.56%0.07%10.48%
2003-2.37%14.76%6.43%13.64%
20029.06%-2.91%-16.17%3.21%
2001-3.66%13.73%-17.32%17.80%
200019.44%-1.68%-2.61%6.61%
1999-5.56%22.62%-9.87%8.27%
199810.66%-10.89%-28.41%15.29%
1997-12.29%12.78%21.51%2.50%
19965.69%13.52%-1.67%-1.76%
19957.42%7.87%14.68%-4.19%
1994-0.17%N/AN/AN/A

Rank in category (by total return)

YTD15
1-month87
3-month98
1-year14
3-year31
5-year8

Load adjusted returns

1-year27.30%
3-year2.87%
5-year13.13%
10-year7.00%