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Saratoga Financial Services I (SFPIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
10.79+0.14 (+1.31%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.21%
5-Year Average Return8.47%
Number of Years Up13
Number of Years Down7
Best 1 Yr Total Return (Mar 26, 2024)31.59%
Worst 1 Yr Total Return (Mar 26, 2024)N/A
Best 3-Yr Total Return31.59%
Worst 3-Yr Total Return-1.69%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSFPIXCategory
YTD6.13%23.64%
1-Month4.32%-3.05%
3-Month12.80%5.29%
1-Year11.64%61.45%
3-Year6.65%10.74%
5-Year6.62%14.55%
10-Year6.11%11.64%
Last Bull Market62.83%28.35%
Last Bear Market-17.15%-25.24%

Annual Total Return (%) History

Year
SFPIXCategory
2023
10.88%N/A
2022
-13.96%N/A
2021
31.59%N/A
2020
-5.37%-1.15%
2019
24.00%28.39%
2018
-19.02%-14.21%
2017
19.84%16.72%
2016
15.42%19.09%
2015
-6.26%-0.87%
2014
7.54%4.90%
2013
31.40%34.57%
2012
17.56%24.77%
2011
-16.09%-15.12%
2010
3.58%11.13%
2009
14.23%25.26%
2008
-49.28%-43.91%
2007
-5.61%-11.64%
2006
17.00%16.90%
2005
8.75%6.74%
2004
13.13%14.02%
2003
N/A33.56%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2023-5.41%3.78%-0.66%13.71%
2022-2.30%-17.15%-3.61%10.28%
202116.41%7.77%1.96%2.88%
2020-33.03%13.05%0.94%23.82%
20199.25%6.32%-1.27%8.13%
2018-0.92%-3.69%1.31%-16.23%
20171.50%4.32%4.61%8.19%
2016-5.75%1.22%4.34%15.95%
2015-3.34%2.01%-9.08%4.57%
2014-0.12%1.51%1.14%4.86%
201311.59%4.78%2.48%9.67%
201215.95%-7.88%6.04%3.80%
20112.86%-4.82%-22.43%10.50%
20105.30%-15.68%4.91%11.20%
2009-19.40%21.63%18.33%-1.53%
2008-15.25%-13.10%0.86%-31.71%
2007-1.39%2.26%-4.20%-2.30%
20068.15%-2.84%4.10%6.96%
2005-7.45%7.29%1.90%7.49%
20043.70%-3.73%0.34%12.94%
200318.68%4.41%9.19%N/A

Rank In Category (By Total Return)

YTD28
1-Month24
3-Month40
1-Year53
3-Year54
5-Year62

Load Adjusted Returns

1-Year11.64%
3-Year6.65%
5-Year6.62%
10-Year6.11%