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Saratoga Moderately Agrsv Bal Allc C (SAMCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.39+0.01 (+0.09%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.57%
5-Year Average Return6.36%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Jun 20, 2024)17.32%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return17.32%
Worst 3-Yr Total Return2.66%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSAMCXCategory
YTD4.82%9.69%
1-Month2.45%0.91%
3-Month0.89%5.21%
1-Year15.74%27.06%
3-Year2.76%11.00%
5-Year7.15%10.26%
10-Year0.00%8.34%
Last Bull Market17.51%15.58%
Last Bear Market-10.12%-12.16%

Annual Total Return (%) History

Year
SAMCXCategory
2024
N/AN/A
2023
12.56%N/A
2022
-11.44%N/A
2021
12.83%N/A
2020
8.26%11.72%
2019
17.32%19.23%
2018
-7.51%-5.76%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.22%N/AN/AN/A
20232.56%3.50%-2.12%8.34%
2022-3.34%-10.12%-2.76%4.84%
20215.14%4.12%-1.15%4.27%
2020-16.46%12.86%4.11%10.29%
20198.13%2.37%0.40%5.56%
2018-2.80%2.16%4.33%-10.72%

Rank In Category (By Total Return)

YTD55
1-Month86
3-Month95
1-Year38
3-Year45
5-Year60

Load Adjusted Returns

1-Year14.74%
3-Year2.76%
5-Year7.15%
10-YearN/A