Nasdaq - Delayed Quote USD

Saratoga Large Capitalization Growth C (SLGCX)

9.49 +0.13 (+1.39%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 10.25%
5y Average Return 14.00%
Number of Years Up 16
Number of Years Down 8
Best 1Y Total Return (Apr 25, 2024) 37.34%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 37.34%
Worst 3Y Total Return 5.62%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SLGCX
Category
YTD
15.19%
12.38%
1-Month
3.06%
5.09%
3-Month
15.19%
10.28%
1-Year
38.84%
41.70%
3-Year
11.57%
22.56%
5-Year
15.81%
21.98%
10-Year
13.51%
15.99%
Last Bull Market
39.78%
25.99%
Last Bear Market
-20.86%
-17.29%

Annual Total Return (%) History

Year
SLGCX
Category
2024
--
--
2023
37.34%
--
2022
-29.41%
--
2021
31.01%
--
2020
27.39%
35.86%
2019
25.27%
31.90%
2018
-1.58%
-2.09%
2017
29.07%
27.67%

2016
-0.98%
3.23%
2015
8.99%
3.60%
2014
10.80%
10.00%
2013
34.89%
33.92%
2012
16.48%
15.34%
2011
2.82%
-2.46%
2010
26.11%
15.53%
2009
36.06%
35.68%
2008
-51.24%
-40.67%
2007
35.97%
13.35%
2006
-6.71%
7.05%
2005
18.84%
6.71%
2004
0.39%
7.81%
2003
23.81%
28.66%
2002
-31.72%
-27.64%
2001
-28.58%
-22.30%
2000
-22.27%
-13.05%
1999
--
38.87%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 15.19% -- -- --
2023 13.95% 9.24% -2.43% 13.08%
2022 -9.09% -20.86% -1.31% -0.58%
2021 5.34% 10.40% 0.57% 12.01%
2020 -15.93% 26.47% 9.58% 9.34%
2019 12.08% 2.17% -1.44% 10.99%
2018 0.52% 7.35% 10.68% -17.60%
2017 8.15% 2.40% 7.80% 8.11%
2016 -2.11% -0.19% 2.35% -0.98%
2015 2.67% -0.53% -2.79% 9.78%

2014 -0.14% 3.55% 1.23% 5.85%
2013 9.28% 1.91% 8.55% 11.58%
2012 11.76% -4.54% 6.67% 2.35%
2011 6.63% -0.06% -10.70% 8.04%
2010 3.60% -8.98% 19.57% 11.86%
2009 -0.64% 10.92% 13.03% 9.22%
2008 -18.10% 7.92% -24.35% -27.07%
2007 2.26% 7.72% 10.76% 11.45%
2006 0.72% -10.19% -2.18% 5.43%
2005 -5.39% 5.95% 9.20% 8.57%
2004 -2.51% -0.56% -7.37% 11.80%
2003 -1.36% 13.60% 0.35% 10.11%
2002 -0.60% -20.49% -17.30% 4.47%
2001 -23.49% 6.05% -24.58% 16.69%
2000 5.31% -3.34% -5.47% -19.22%
1999 2.42% -6.97% 24.92% --

Rank in Category (By Total Return)

YTD 15
1-Month 16
3-Month 15
1-Year 45
3-Year 18
5-Year 39

Load Adjusted Returns

1-Year 37.84%
3-Year 11.57%
5-Year 15.81%
10-Year 13.51%

Performance & Risk

YTD Return 10.25%
5y Average Return 14.00%
Rank in Category (ytd) 15
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Saratoga
Net Assets 32.89M
YTD Return 15.19%
Yield 0.00%
Morningstar Rating
Inception Date Feb 14, 2006

Fund Summary

The Portfolio will normally invest at least 80% of its total assets in a portfolio of equity securities issued by U.S. issuers with total market capitalizations of $5 billion or more. Equity securities include common stocks, preferred stocks, securities convertible into common stock and warrants. Under adverse market conditions, it may also make temporary investments in investment grade debt securities.

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