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Saratoga Moderate Balanced Allc A (SMPAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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11.43
+0.07
(+0.62%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
3.53%
5-year average return
6.65%
Number of years up
4
Number of years down
2
Best 1-yr total return (2 May 2024)
16.98%
Worst 1-yr total return (2 May 2024)
N/A
Best 3-yr total return
16.98%
Worst 3-yr total return
3.50%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
SMPAX
Category
YTD
2.17%
9.69%
1-month
-3.51%
0.91%
3-month
1.71%
5.21%
1-year
12.46%
27.06%
3-year
2.69%
11.00%
5-year
6.37%
10.26%
10-year
0.00%
8.34%
Last bull market
16.89%
15.58%
Last bear market
-9.52%
-12.16%
Annual total return (%) history
Year
SMPAX
Category
2024
N/A
N/A
2023
13.04%
N/A
2022
-10.62%
N/A
2021
13.17%
N/A
2020
9.59%
11.72%
2019
16.98%
19.23%
2018
-5.17%
-5.76%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
5.89%
N/A
N/A
N/A
2023
2.60%
3.71%
-1.88%
8.28%
2022
-3.21%
-9.52%
-2.22%
4.39%
2021
4.88%
4.14%
-0.81%
4.47%
2020
-14.60%
12.37%
4.30%
9.49%
2019
7.72%
2.32%
0.79%
5.30%
2018
-1.90%
2.14%
4.39%
-9.34%
Rank in category (by total return)
YTD
39
1-month
70
3-month
42
1-year
26
3-year
32
5-year
46
Load adjusted returns
1-year
6.00%
3-year
0.69%
5-year
5.12%
10-year
N/A
Data disclaimer
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