Nasdaq - Delayed Quote • USD
Saratoga Mid Capitalization C (SPMCX)
As of 8:05 AM EDT. Market Open.
Fund Summary
The Portfolio will normally invest at least 80% of its total assets in equity securities of companies whose stock market capitalizations fall within the range of the capitalizations in the Russell Midcap® Index at the time of purchase. Equity securities include common stocks, preferred stocks, securities convertible into common stocks and warrants. It invests in securities of companies that are believed by the Adviser to be undervalued, thereby offering above-average potential for capital appreciation.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 40.19% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 16 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 4.37% |
| 5y Average Return | 8.69% |
| Rank in Category (ytd) | 16 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.88 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SPMCX | Category Average | SPMCX | Category Average | SPMCX | Category Average | |
| Alpha | -3.33 | -0.06 | -3.77 | -0.05 | -6.43 | -0.04 |
| BETA | 0.88 | 0.01 | 1 | 0.01 | 1.04 | 0.01 |
| Mean Annual Return | 0.66 | 0.01 | 1.01 | 0.01 | 0.62 | 0.01 |
| R-squared | 79.13 | 0.88 | 81.77 | 0.85 | 81.46 | 0.84 |
| Standard Deviation | 17.34 | 0.23 | 20.4 | 0.19 | 17.53 | 0.17 |
| Sharpe Ratio | 0.29 | 0.01 | 0.49 | 0.01 | 0.34 | 0.01 |
| Treynor Ratio | 4.23 | 0.11 | 8.23 | 0.11 | 4.42 | 0.1 |
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