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Saratoga Moderate Balanced Allc A (SMPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.34+0.10 (+0.89%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.72%
5-year average return6.55%
Number of years up4
Number of years down2
Best 1-yr total return (22 Apr 2024)16.98%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return16.98%
Worst 3-yr total return3.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSMPAXCategory
YTD5.89%9.69%
1-month2.10%0.91%
3-month5.89%5.21%
1-year16.66%27.06%
3-year4.91%11.00%
5-year7.58%10.26%
10-year0.00%8.34%
Last bull market23.28%15.58%
Last bear market-9.52%-12.16%

Annual total return (%) history

Year
SMPAXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
20245.89%N/AN/AN/A
20232.60%3.71%-1.88%8.28%
2022-3.21%-9.52%-2.22%4.39%
20214.88%4.14%-0.81%4.47%
2020-14.60%12.37%4.30%9.49%
20197.72%2.32%0.79%5.30%
2018-1.90%2.14%4.39%-9.34%

Rank in category (by total return)

YTD33
1-month81
3-month33
1-year33
3-year31
5-year45

Load adjusted returns

1-year9.96%
3-year2.86%
5-year6.32%
10-yearN/A