Nasdaq - Delayed Quote USD

Saratoga Large Capitalization Value I (SLCVX)

28.51 +0.46 (+1.64%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.64%
5y Average Return 12.71%
Number of Years Up 21
Number of Years Down 8
Best 1Y Total Return (Apr 23, 2024) 40.86%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 40.86%
Worst 3Y Total Return -0.74%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SLCVX
Category
YTD
6.67%
17.52%
1-Month
2.54%
-0.87%
3-Month
6.67%
5.51%
1-Year
26.15%
42.88%
3-Year
10.77%
11.93%
5-Year
14.95%
12.07%
10-Year
8.61%
10.95%
Last Bull Market
42.32%
23.18%
Last Bear Market
-12.06%
-17.87%

Annual Total Return (%) History

Year
SLCVX
Category
2024
--
--
2023
20.28%
--
2022
-7.01%
--
2021
29.21%
--
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
--
-0.70%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.67% -- -- --
2023 1.70% 8.36% -3.94% 13.61%
2022 0.15% -12.06% -2.35% 8.12%
2021 13.43% 5.33% -0.19% 8.35%
2020 -31.88% 24.43% 4.27% 22.22%
2019 16.84% 6.39% 1.30% 11.86%
2018 -6.31% 2.09% 4.69% -17.66%
2017 2.63% 1.57% 3.51% 0.70%
2016 -3.02% -0.25% 2.82% 9.75%
2015 3.69% -0.94% -13.45% 4.84%

2014 4.67% 8.78% -5.85% 4.36%
2013 10.24% 2.97% 9.57% 12.97%
2012 11.69% -7.98% 10.18% 3.87%
2011 7.17% 0.14% -23.42% 14.73%
2010 6.72% -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%
2006 4.74% -1.41% 5.97% 8.41%
2005 -0.78% 0.62% 3.58% 2.43%
2004 1.34% 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%
1998 11.36% 0.52% -13.09% 14.90%
1997 0.00% 13.86% 6.98% 3.03%
1996 7.94% 3.14% 4.02% 7.05%
1995 11.50% 9.85% 7.36% 4.16%
1994 -0.24% -- -- --

Rank in Category (By Total Return)

YTD 85
1-Month 99
3-Month 85
1-Year 16
3-Year 19
5-Year 4

Load Adjusted Returns

1-Year 26.15%
3-Year 10.77%
5-Year 14.95%
10-Year 8.61%

Performance & Risk

YTD Return 1.64%
5y Average Return 12.71%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Saratoga
Net Assets 20.92M
YTD Return 6.67%
Yield 0.00%
Morningstar Rating
Inception Date Feb 14, 2006

Fund Summary

The fund will normally invest at least 80% of its total assets in a diversified portfolio of equity securities issued by U.S. issuers with total market capitalizations of $5 billion or greater at the time of purchase. Equity securities include common stocks, preferred stocks, securities convertible into common stock and warrants.

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