Nasdaq - Delayed Quote USD

Saratoga International Equity C (SIECX)

9.85 +0.05 (+0.51%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.65%
5y Average Return 2.87%
Number of Years Up 14
Number of Years Down 10
Best 1Y Total Return (Apr 26, 2024) 27.93%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 27.93%
Worst 3Y Total Return -6.82%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SIECX
Category
YTD
4.54%
9.07%
1-Month
4.54%
-1.09%
3-Month
4.54%
5.12%
1-Year
10.38%
33.76%
3-Year
-1.11%
8.50%
5-Year
3.86%
10.08%
10-Year
-0.22%
5.80%
Last Bull Market
42.78%
14.90%
Last Bear Market
-17.67%
-23.70%

Annual Total Return (%) History

Year
SIECX
Category
2024
--
--
2023
13.63%
--
2022
-22.60%
--
2021
18.10%
--
2020
4.82%
9.30%
2019
18.75%
21.59%
2018
-24.72%
-14.59%
2017
17.39%
25.12%

2016
-0.58%
0.79%
2015
-6.86%
-1.59%
2014
-12.64%
-4.98%
2013
11.35%
19.44%
2012
15.98%
18.29%
2011
-20.88%
-13.97%
2010
10.55%
10.24%
2009
27.93%
31.24%
2008
-46.79%
-43.99%
2007
8.12%
12.71%
2006
22.03%
24.77%
2005
11.51%
14.72%
2004
16.11%
17.39%
2003
30.73%
33.58%
2002
-24.41%
-16.69%
2001
-29.16%
-21.67%
2000
-19.05%
-16.34%
1999
--
40.28%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.54% -- -- --
2023 7.62% 0.00% -0.98% 6.63%
2022 -8.08% -17.67% -10.67% 14.50%
2021 12.29% 2.38% -0.93% 3.69%
2020 -27.21% 16.92% 3.95% 18.48%
2019 11.84% 2.38% -4.88% 9.04%
2018 -4.10% -4.07% 0.22% -18.35%
2017 6.35% 2.43% 4.21% 3.42%
2016 -2.92% -4.69% 7.70% -0.23%
2015 2.61% 2.23% -13.28% 2.39%

2014 -1.24% 1.64% -5.59% -7.82%
2013 -0.21% -2.20% 9.30% 4.38%
2012 10.17% -8.57% 4.93% 9.74%
2011 1.91% -1.03% -24.12% 3.39%
2010 4.11% -13.97% 14.00% 8.26%
2009 -14.08% 22.31% 17.60% 3.51%
2008 -10.27% -0.70% -21.88% -23.55%
2007 1.96% 6.37% -0.35% 0.03%
2006 8.57% 0.00% 2.55% 9.60%
2005 -0.92% -2.70% 11.83% 3.43%
2004 2.15% 0.00% -0.82% 14.61%
2003 -9.67% 16.41% 3.41% 20.23%
2002 -3.54% -4.77% -23.75% 7.91%
2001 -17.04% -4.63% -17.21% 8.16%
2000 0.06% -3.91% -10.18% -6.25%
1999 7.93% 2.27% 27.03% --

Rank in Category (By Total Return)

YTD 69
1-Month 4
3-Month 69
1-Year 83
3-Year 95
5-Year 94

Load Adjusted Returns

1-Year 9.38%
3-Year -1.11%
5-Year 3.86%
10-Year -0.22%

Performance & Risk

YTD Return 1.65%
5y Average Return 2.87%
Rank in Category (ytd) 69
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Foreign Large Blend
Fund Family Saratoga
Net Assets 3.41M
YTD Return 4.54%
Yield 0.03%
Morningstar Rating
Inception Date Feb 14, 2006

Fund Summary

The fund will normally invest at least 80% of its total assets in the equity securities of companies located outside of the United States. Equity securities consist of common stock and other securities such as depositary receipts. Under normal market conditions, at least 65% of its assets will be invested in securities of issuers located in at least three foreign countries (generally in excess of three), which may include countries with developing and emerging economies.

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