Australia markets closed

Saratoga Health & Biotechnology I (SBHIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
24.73+0.06 (+0.24%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.04%
5-year average return9.18%
Number of years up16
Number of years down4
Best 1-yr total return (3 Oct 2024)37.00%
Worst 1-yr total return (3 Oct 2024)N/A
Best 3-yr total return37.00%
Worst 3-yr total return1.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSBHIXCategory
YTD11.02%7.95%
1-month-3.45%4.81%
3-month5.18%7.18%
1-year17.76%30.16%
3-year6.63%16.10%
5-year9.42%15.71%
10-year6.98%15.27%
Last bull market15.60%23.06%
Last bear market-6.16%-13.88%

Annual total return (%) history

Year
SBHIXCategory
2024
N/AN/A
2023
0.03%N/A
2022
2.44%N/A
2021
17.16%N/A
2020
4.02%27.63%
2019
16.62%26.23%
2018
-5.03%-0.40%
2017
12.37%24.31%
2016
-1.54%-10.60%
2015
7.30%8.05%
2014
19.77%27.25%
2013
36.71%48.17%
2012
13.06%21.55%
2011
10.67%7.66%
2010
9.27%8.38%
2009
37.00%22.48%
2008
-20.96%-23.43%
2007
6.43%9.27%
2006
-5.27%4.27%
2005
10.42%9.64%
2004
5.67%9.84%
2003
N/A32.51%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.78%-0.21%5.18%N/A
2023-5.01%1.46%-2.14%6.07%
2022-0.25%-6.16%-4.86%15.02%
20214.55%6.84%-1.58%6.57%
2020-12.39%9.92%0.45%7.54%
20193.91%-0.84%0.05%13.12%
2018-5.31%3.52%11.39%-13.02%
20176.88%5.98%-2.28%1.51%
2016-3.30%6.75%0.00%-4.63%
20157.39%-0.57%-6.89%7.92%
20147.23%2.68%0.97%7.74%
201312.24%3.23%6.72%10.56%
20128.50%-1.58%3.98%1.82%
20115.62%9.88%-11.31%7.52%
20103.95%-8.62%8.31%6.21%
2009-4.38%14.63%13.55%10.07%
2008-8.55%-1.11%3.38%-15.46%
20073.97%3.19%1.95%-2.71%
2006-0.68%-10.54%5.62%0.95%
2005-0.60%4.94%3.98%1.81%
2004-0.64%0.56%0.40%5.33%
20039.02%-3.09%8.02%N/A

Rank in category (by total return)

YTD47
1-month84
3-month68
1-year71
3-year19
5-year62

Load adjusted returns

1-year17.76%
3-year6.63%
5-year9.42%
10-year6.98%