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Tuesday, January 5, 2010, 8:51PM ET - U.S. Markets Closed. Dow Down 0.11% Nasdaq Up 0.01%
Saratoga Small Capitalization B (SSCZX)On Jan 5: 5.65  Up 0.01 (0.18%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:14.57%
5-Year Average Return:0.60%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2004):19.20%
Worst 1-Yr Total Return (2008):-27.06%
Best 3-Yr Total Return (2004-6):12.10%
Worst 3-Yr Total Return (2006-8):-5.24%
LOAD ADJUSTED RETURNS 
1-Year:-14.31%
3-Year:-3.36%
5-Year:2.16%
10-Year:7.38%
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnSSCZXCategoryDiffIndex*Diff
Year To Date14.5722.92-8.3524.07-9.5
1-Month1.572.83-1.266.00-4.43
3-Month5.272.632.647.91-2.64
1-Year16.4729.66-13.1925.39-8.92
3-Year-4.89-8.123.23-5.790.9
5-Year0.60-0.180.780.71-0.11
Last Bull Market ( 28-Feb-09 to 30-Sep-09)48.4463.44-1545.762.68
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-20.08-16.13-3.95-18.25-1.83
* Index means [ S&P 500 TR ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearSSCZXCategoryDiff
2009N/AN/AN/A
2008
 
-27.06-32.245.18
2007
 
2.05-6.088.13
2006
 
14.3016.27-1.97
2005
 
3.406.40-3.00
2004
 
19.2021.14-1.94
2003
 
34.3042.38-8.08
2002
 
-9.42-10.120.70
2001
 
5.7915.92-10.13
2000
 
21.0118.642.37
1999N/A6.78N/A
PAST QUARTERLY RETURNS (%) FOR SSCZX 
Q1Q2Q3Q4
2009-16.3418.2116.96N/A
2008-7.501.450.57-22.71
20074.585.90-3.69-4.34
200610.38-2.48-0.176.36
2005-1.872.644.21-1.49
20042.915.24-0.0810.15
2003-2.4814.456.0613.45
20028.89-3.18-16.502.91
2001-3.9113.49-17.5117.59
200019.26-1.95-2.816.47
1999N/AN/AN/A7.91
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date28136177.84
1-Month34538090.79
3-Month303777.96
6-Month30536882.88
1-Year25435870.95
3-Year6129320.82
5-Year7723333.05

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