Nasdaq - Delayed Quote • USD
Saratoga Small Capitalization A (SSCYX)
At close: 8:00 PM EDT
Fund Summary
The fund will normally invest at least 80% of its total assets in common stocks of companies whose stock market capitalizations fall within the range of capitalizations in the Russell 2000® Index. The Russell 2000® Index is reconstituted annually at the midpoint of the calendar year. Under adverse market conditions, the fund may also make temporary investments in investment grade debt securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.62% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 4.00% |
| 5y Average Return | 10.12% |
| Rank in Category (ytd) | 4 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SSCYX | Category Average | SSCYX | Category Average | SSCYX | Category Average | |
| Alpha | -6.34 | -0.09 | -3.46 | -0.06 | -6.46 | -0.06 |
| BETA | 1.08 | 0.01 | 1.13 | 0.01 | 1.12 | 0.01 |
| Mean Annual Return | 0.57 | 0.01 | 1.17 | 0.01 | 0.7 | 0.01 |
| R-squared | 77.93 | 0.83 | 79.47 | 0.77 | 75.51 | 0.78 |
| Standard Deviation | 21.48 | 0.26 | 23.26 | 0.21 | 19.58 | 0.19 |
| Sharpe Ratio | 0.18 | 0 | 0.51 | 0.01 | 0.35 | 0.01 |
| Treynor Ratio | 1.63 | 0.08 | 8.68 | 0.1 | 4.62 | 0.09 |
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