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Saratoga Moderately Agrsv Bal Allc A (SAMAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.51-0.01 (-0.09%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.88%
5-Year Average Return7.28%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Jun 26, 2024)17.75%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return17.75%
Worst 3-Yr Total Return3.48%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSAMAXCategory
YTD5.24%9.69%
1-Month2.60%0.91%
3-Month1.15%5.21%
1-Year16.70%27.06%
3-Year3.59%11.00%
5-Year7.99%10.26%
10-Year0.00%8.34%
Last Bull Market17.91%15.58%
Last Bear Market-9.91%-12.16%

Annual Total Return (%) History

Year
SAMAXCategory
2024
N/AN/A
2023
13.36%N/A
2022
-10.74%N/A
2021
13.77%N/A
2020
9.11%11.72%
2019
17.75%19.23%
2018
-7.51%-5.76%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.43%N/AN/AN/A
20232.74%3.66%-2.00%8.62%
2022-3.17%-9.91%-2.55%5.01%
20215.41%4.36%-0.98%4.46%
2020-16.28%13.19%4.29%10.39%
20198.13%2.37%0.70%5.64%
2018-2.80%2.16%4.33%-10.72%

Rank In Category (By Total Return)

YTD45
1-Month78
3-Month92
1-Year27
3-Year28
5-Year42

Load Adjusted Returns

1-Year9.99%
3-Year1.56%
5-Year6.72%
10-YearN/A