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Saratoga Aggressive Balanced Allc C (SABCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.33+0.03 (+0.27%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.19%
5-year average return6.57%
Number of years up4
Number of years down2
Best 1-yr total return (2 July 2024)18.02%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return18.02%
Worst 3-yr total return2.68%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSABCXCategory
YTD6.00%11.35%
1-month0.35%0.99%
3-month-0.88%5.92%
1-year12.84%32.83%
3-year3.05%11.75%
5-year6.85%11.53%
10-year0.00%8.98%
Last bull market19.55%17.67%
Last bear market-11.26%-15.71%

Annual total return (%) history

Year
SABCXCategory
2024
N/AN/A
2023
14.02%N/A
2022
-12.23%N/A
2021
13.69%N/A
2020
8.50%13.51%
2019
18.02%21.35%
2018
-6.97%-7.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.94%-0.88%N/AN/A
20232.82%4.16%-2.44%9.12%
2022-3.53%-11.26%-3.22%5.94%
20215.41%4.53%-1.23%4.46%
2020-18.70%14.42%4.69%11.41%
20198.42%2.25%0.10%6.36%
2018-1.90%2.14%4.29%-10.97%

Rank in category (by total return)

YTD75
1-month76
3-month82
1-year67
3-year56
5-year83

Load adjusted returns

1-year11.84%
3-year3.05%
5-year6.85%
10-yearN/A