Nasdaq - Delayed Quote • USD
Saratoga Mid Capitalization C (SPMCX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.83% |
| 5y Average Return | 8.76% |
| Number of Years Up | 16 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Apr 23, 2024) | 40.19% |
| Worst 1Y Total Return (Apr 23, 2024) | -- |
| Best 3Y Total Return | 40.19% |
| Worst 3Y Total Return | -1.19% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SPMCX
Category
- YTD
- 11.18%
- 17.04%
- 1-Month
- 3.74%
- -0.01%
- 3-Month
- 11.18%
- 5.47%
- 1-Year
- 26.47%
- 50.44%
- 3-Year
- 6.67%
- 13.15%
- 5-Year
- 10.43%
- 13.75%
- 10-Year
- 6.10%
- 11.35%
- Last Bull Market
- 42.40%
- 25.95%
- Last Bear Market
- -11.69%
- -22.55%
Annual Total Return (%) History
Year
SPMCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 11.18% | -- | -- | -- |
| 2023 | 0.96% | 3.66% | -4.71% | 15.16% |
| 2022 | -4.31% | -11.69% | -5.38% | 9.42% |
| 2021 | 9.78% | 5.91% | -2.94% | 5.69% |
| 2020 | -28.37% | 18.03% | 5.74% | 22.04% |
| 2019 | 14.25% | 4.49% | 2.03% | 5.96% |
| 2018 | -2.65% | 1.47% | 4.64% | -20.25% |
| 2017 | 4.06% | -0.60% | 3.62% | 4.73% |
| 2016 | -1.79% | -1.01% | 5.00% | 2.12% |
| 2015 | 6.79% | 0.17% | -10.61% | -0.31% |
| 2014 | 5.13% | 2.36% | -3.23% | 5.74% |
| 2013 | 13.89% | 3.70% | 8.89% | 9.01% |
| 2012 | 13.04% | -6.55% | 4.23% | 3.74% |
| 2011 | 12.74% | -1.68% | -22.48% | 10.66% |
| 2010 | 5.57% | -12.31% | 10.60% | 15.93% |
| 2009 | -6.72% | 12.94% | 20.79% | 2.17% |
| 2008 | -9.52% | 7.10% | -13.49% | -20.66% |
| 2007 | 4.28% | 8.96% | -2.08% | -3.81% |
| 2006 | 6.58% | -4.12% | 0.19% | 6.05% |
| 2005 | 0.25% | -1.01% | 6.69% | -2.35% |
| 2004 | 4.50% | -0.17% | -1.27% | 13.65% |
| 2003 | -4.61% | 21.60% | 4.60% | 13.29% |
| 2002 | -17.90% | 0.49% | -- | -- |
Rank in Category (By Total Return)
| YTD | 16 |
| 1-Month | 73 |
| 3-Month | 16 |
| 1-Year | 22 |
| 3-Year | 52 |
| 5-Year | 65 |
Load Adjusted Returns
| 1-Year | 25.47% |
| 3-Year | 6.67% |
| 5-Year | 10.43% |
| 10-Year | 6.10% |
Performance & Risk
| YTD Return | 5.83% |
| 5y Average Return | 8.76% |
| Rank in Category (ytd) | 16 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.88 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Blend |
| Fund Family | Saratoga |
| Net Assets | 12.64M |
| YTD Return | 11.18% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jun 28, 2002 |
Fund Summary
The Portfolio will normally invest at least 80% of its total assets in equity securities of companies whose stock market capitalizations fall within the range of the capitalizations in the Russell Midcap® Index at the time of purchase. Equity securities include common stocks, preferred stocks, securities convertible into common stocks and warrants. It invests in securities of companies that are believed by the Adviser to be undervalued, thereby offering above-average potential for capital appreciation.
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