SQBCX - Saratoga Investment Quality Bond Portfolio Class C

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.07%
5-Year Average Return-0.24%
Number of Years Up17
Number of Years Down6
Best 1 Yr Total Return (Jun 4, 2023)4.72%
Worst 1 Yr Total Return (Jun 4, 2023)N/A
Best 3-Yr Total Return4.72%
Worst 3-Yr Total Return-1.33%

Trailing Returns (%) Vs. Benchmarks

ReturnSQBCXCategory
YTD0.07%0.44%
1-Month-1.09%0.02%
3-Month-0.11%0.56%
1-Year-1.13%2.65%
3-Year-2.03%3.38%
5-Year-0.24%2.40%
10-Year-0.32%2.01%
Last Bull Market-1.34%2.63%
Last Bear Market-0.88%-0.33%

Annual Total Return (%) History

Year
SQBCXCategory
2023
N/AN/A
2022
-3.54%N/A
2021
-2.70%N/A
2020
2.36%3.81%
2019
2.83%4.72%
2018
-1.25%0.92%
2017
0.01%1.73%
2016
1.16%2.08%
2015
-0.89%0.19%
2014
0.02%1.07%
2013
-1.91%0.45%
2012
2.10%3.67%
2011
1.63%1.66%
2010
3.03%4.11%
2009
4.72%9.30%
2008
2.42%-4.23%
2007
5.29%4.29%
2006
1.94%4.05%
2005
-0.16%1.45%
2004
1.33%1.63%
2003
1.99%2.54%
2002
7.36%5.47%
2001
6.68%7.27%
2000
8.93%7.59%
1999
N/A2.21%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20230.74%N/AN/AN/A
2022-1.93%-0.88%-0.99%0.23%
2021-0.70%-0.40%-0.73%-0.90%
20200.87%1.79%-0.08%-0.24%
20191.21%1.31%0.48%-0.19%
2018-0.93%-0.33%0.09%-0.09%
20170.35%-0.24%0.21%-0.31%
20162.14%0.67%-0.11%-1.51%
20150.85%-0.77%-0.17%-0.80%
20140.34%0.43%-0.59%-0.16%
2013-0.18%-1.77%0.21%-0.17%
20120.90%0.50%0.90%-0.21%
20110.04%0.96%-0.22%0.84%
20100.98%1.25%2.15%-1.35%
2009-1.38%2.37%3.22%0.49%
20082.19%-1.40%-1.39%3.09%
20070.98%-0.71%2.32%2.64%
2006-0.59%-0.15%2.36%0.34%
2005-1.00%1.57%-0.66%-0.04%
20041.22%-2.00%1.92%0.22%
20031.10%1.36%-0.22%-0.25%
2002-0.72%3.45%4.28%0.24%
20012.50%0.25%4.09%-0.25%
20001.54%1.36%2.30%3.45%
1999-0.39%0.26%-0.28%N/A

Rank In Category (By Total Return)

YTD99
1-Month97
3-Month97
1-Year94
3-Year96
5-Year100

Load Adjusted Returns

1-Year-2.02%
3-Year-2.00%
5-Year-0.21%
10-Year-0.30%