Nasdaq - Delayed Quote • USD
Saratoga Investment Quality Bond A (SQBAX)
As of 8:05 AM EDT. Market Open.
Fund Summary
The Portfolio is a "fund of funds." The Portfolio's main investment strategy is to invest in unaffiliated registered investment companies and exchange-traded funds ("ETFs") (the "underlying funds"). The Portfolio will normally invest at least 80% of its total assets in underlying funds which invest in investment grade fixed-income securities or mortgage pass-through securities rated within the four highest grades by Moody's, S&P or Fitch or, if not rated, securities considered by an underlying fund's adviser to be of comparable quality.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 5.35% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -2.98% |
| 5y Average Return | -0.13% |
| Rank in Category (ytd) | 100 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.23 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SQBAX | Category Average | SQBAX | Category Average | SQBAX | Category Average | |
| Alpha | -2.68 | 0.01 | -1.41 | 0.01 | -1.22 | 0 |
| BETA | 0.23 | 0 | 0.26 | 0 | 0.29 | 0 |
| Mean Annual Return | -0.08 | 0 | 0.03 | 0 | 0.03 | 0 |
| R-squared | 59.98 | 0.32 | 63 | 0.35 | 63.84 | 0.35 |
| Standard Deviation | 2.19 | 0.03 | 1.98 | 0.02 | 1.72 | 0.02 |
| Sharpe Ratio | -1.83 | 0.01 | -0.91 | 0.01 | -0.67 | 0.01 |
| Treynor Ratio | -17.14 | 0.06 | -7.17 | 0.04 | -4.08 | 0.06 |
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