Nasdaq - Delayed Quote • USD
Saratoga Technology & Communications Portfolio (STPIX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 7.25% |
| 5y Average Return | 10.74% |
| Number of Years Up | 17 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 23, 2024) | 62.12% |
| Worst 1Y Total Return (Apr 23, 2024) | -- |
| Best 3Y Total Return | 62.12% |
| Worst 3Y Total Return | 0.62% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
STPIX
Category
- YTD
- 12.10%
- 12.31%
- 1-Month
- 2.62%
- 6.23%
- 3-Month
- 12.10%
- 8.63%
- 1-Year
- 41.10%
- 53.90%
- 3-Year
- 7.69%
- 27.50%
- 5-Year
- 13.14%
- 28.80%
- 10-Year
- 14.23%
- 18.74%
- Last Bull Market
- 35.96%
- 24.03%
- Last Bear Market
- -20.83%
- -20.41%
Annual Total Return (%) History
Year
STPIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 12.10% | -- | -- | -- |
| 2023 | 15.71% | 11.76% | -0.39% | 13.07% |
| 2022 | -9.24% | -20.83% | -7.50% | 3.07% |
| 2021 | 4.60% | 8.00% | -1.76% | 5.22% |
| 2020 | -14.01% | 26.33% | 6.41% | 10.18% |
| 2019 | 19.27% | 1.99% | 0.37% | 8.86% |
| 2018 | 3.54% | 5.21% | 8.51% | -15.02% |
| 2017 | 10.48% | 2.42% | 5.28% | 7.63% |
| 2016 | 2.58% | -0.48% | 11.20% | 3.15% |
| 2015 | 0.87% | -0.52% | -2.37% | 7.61% |
| 2014 | 2.17% | 1.09% | 1.40% | 4.98% |
| 2013 | 7.25% | 2.25% | 9.72% | 11.50% |
| 2012 | 22.70% | -8.16% | 5.42% | -2.98% |
| 2011 | 9.21% | -2.96% | -19.18% | 5.93% |
| 2010 | 6.11% | -1.69% | 24.22% | 15.52% |
| 2009 | 4.27% | 20.13% | 16.89% | 10.72% |
| 2008 | -16.68% | 0.56% | -15.38% | -23.40% |
| 2007 | 1.09% | 11.15% | 13.81% | 2.27% |
| 2006 | 5.28% | -8.71% | 2.35% | 5.36% |
| 2005 | -8.59% | 3.23% | 10.53% | 2.45% |
| 2004 | -1.13% | 1.86% | -14.35% | 22.33% |
| 2003 | 21.95% | 6.00% | 11.01% | -- |
Rank in Category (By Total Return)
| YTD | 35 |
| 1-Month | 23 |
| 3-Month | 35 |
| 1-Year | 35 |
| 3-Year | 36 |
| 5-Year | 60 |
Load Adjusted Returns
| 1-Year | 41.10% |
| 3-Year | 7.69% |
| 5-Year | 13.14% |
| 10-Year | 14.23% |
Performance & Risk
| YTD Return | 7.25% |
| 5y Average Return | 10.74% |
| Rank in Category (ytd) | 35 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.14 |
| Morningstar Risk Rating |
Fund Overview
| Category | Technology |
| Fund Family | Saratoga |
| Net Assets | 45.25M |
| YTD Return | 12.10% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Oct 22, 1997 |
Fund Summary
The fund will normally invest at least 80% of its total assets in equity securities issued by technology and communications companies, both domestic and foreign, regardless of their stock market value (or "market capitalization"). Equity securities include common stocks, preferred stocks, securities convertible into common stocks and warrants. The fund may invest up to 25% of its total assets in foreign companies.
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