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Saratoga Moderate Balanced Allc A (SMPAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.66+0.04 (+0.34%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.25%
5-Year Average Return6.81%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Jul 1, 2024)16.98%
Worst 1 Yr Total Return (Jul 1, 2024)N/A
Best 3-Yr Total Return16.98%
Worst 3-Yr Total Return3.50%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSMPAXCategory
YTD5.43%9.69%
1-Month0.69%0.91%
3-Month-0.43%5.21%
1-Year12.01%27.06%
3-Year3.35%11.00%
5-Year7.00%10.26%
10-Year0.00%8.34%
Last Bull Market16.89%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%-0.43%N/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)

YTD65
1-Month74
3-Month90
1-Year55
3-Year39
5-Year50

Load Adjusted Returns

1-Year5.57%
3-Year1.33%
5-Year5.74%
10-YearN/A