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Saratoga Energy & Basic Materials C (SEPCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.54+0.10 (+0.96%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.43%
5-year average return4.42%
Number of years up12
Number of years down7
Best 1-yr total return (2 July 2024)41.41%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return41.41%
Worst 3-yr total return-13.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSEPCXCategory
YTD1.55%20.74%
1-month-3.51%-1.94%
3-month-3.06%7.31%
1-year8.85%63.77%
3-year8.71%9.96%
5-year3.98%11.51%
10-year-3.18%3.43%
Last bull market9.55%19.09%
Last bear market-13.08%-29.67%

Annual total return (%) history

Year
SEPCXCategory
2024
N/AN/A
2023
5.54%N/A
2022
18.83%N/A
2021
24.75%N/A
2020
-19.66%16.37%
2019
0.00%14.95%
2018
-18.48%-19.01%
2017
7.80%16.61%
2016
18.64%26.69%
2015
-24.40%-22.16%
2014
-20.85%-12.48%
2013
23.94%8.75%
2012
-2.64%4.34%
2011
-11.72%-13.97%
2010
23.25%18.06%
2009
41.41%48.48%
2008
-48.17%-48.79%
2007
31.64%37.12%
2006
4.94%10.53%
2005
39.35%38.20%
2004
27.74%27.47%
2003
N/A32.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.76%-3.06%N/AN/A
2023-1.74%0.21%7.29%-0.10%
202219.55%-13.08%-4.22%19.40%
202114.71%7.82%-3.92%4.99%
2020-42.99%21.72%-2.86%19.19%
201912.62%-6.74%-10.34%6.20%
2018-2.67%7.14%0.27%-22.04%
2017-1.44%-6.25%8.56%7.47%
2016-0.37%6.72%1.37%10.06%
20152.58%-1.08%-24.23%-1.68%
20141.53%8.33%-11.99%-18.22%
201310.30%-2.38%7.55%7.02%
20126.86%-13.42%6.27%-0.98%
201112.97%-7.22%-30.07%20.44%
20108.33%-21.82%17.74%23.61%
2009-4.47%14.87%18.74%8.52%
2008-3.84%17.53%-31.82%-32.73%
20073.64%17.05%2.79%5.57%
200610.34%0.56%-13.44%9.26%
200510.13%1.41%23.69%0.87%
20046.63%2.03%11.61%5.20%
200310.11%1.62%13.38%N/A

Rank in category (by total return)

YTD58
1-month30
3-month65
1-year42
3-year22
5-year95

Load adjusted returns

1-year7.85%
3-year8.71%
5-year3.98%
10-year-3.18%