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Saratoga Financial Service A (SFPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.26+0.06 (+0.65%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.60%
5-year average return6.15%
Number of years up14
Number of years down9
Best 1-yr total return (17 Jun 2024)31.16%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return31.16%
Worst 3-yr total return-2.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSFPAXCategory
YTD8.46%23.64%
1-month2.52%-3.05%
3-month2.30%5.29%
1-year30.86%61.45%
3-year1.27%10.74%
5-year7.49%14.55%
10-year5.73%11.64%
Last bull market29.90%28.35%
Last bear market-17.19%-25.24%

Annual total return (%) history

Year
SFPAXCategory
2024
N/AN/A
2023
10.53%N/A
2022
-14.35%N/A
2021
31.16%N/A
2020
-5.77%-1.15%
2019
23.41%28.39%
2018
-19.31%-14.21%
2017
19.28%16.72%
2016
14.98%19.09%
2015
-6.60%-0.87%
2014
7.06%4.90%
2013
30.94%34.57%
2012
16.98%24.77%
2011
-16.25%-15.12%
2010
3.06%11.13%
2009
13.74%25.26%
2008
-49.40%-43.91%
2007
-6.04%-11.64%
2006
16.42%16.90%
2005
8.34%6.74%
2004
12.65%14.02%
2003
26.33%33.56%
2002
-14.73%-10.28%
2001
-5.58%-2.05%
2000
N/A27.74%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.66%N/AN/AN/A
2023-5.60%3.74%-0.75%13.71%
2022-2.47%-17.19%-3.79%10.22%
202116.38%7.62%1.77%2.90%
2020-33.04%12.79%0.88%23.67%
20199.12%6.27%-1.39%7.93%
2018-1.07%-3.68%1.12%-16.26%
20171.27%4.29%4.51%8.06%
2016-5.97%1.17%4.23%15.97%
2015-3.41%1.88%-9.13%4.45%
2014-0.24%1.47%0.96%4.77%
201311.48%4.58%2.60%9.47%
201215.67%-7.90%5.95%3.64%
20112.81%-4.86%-22.52%10.52%
20105.15%-15.77%4.91%10.92%
2009-19.41%21.36%18.16%-1.58%
2008-15.29%-13.13%0.76%-31.75%
2007-1.49%2.07%-4.22%-2.44%
20067.94%-2.88%4.01%6.78%
2005-7.50%7.17%1.75%7.41%
20043.54%-3.75%0.17%12.84%
2003-6.40%18.68%4.22%9.12%
20024.18%-6.54%-17.09%5.63%
2001-9.70%9.89%-12.89%9.24%
20006.02%N/AN/AN/A

Rank in category (by total return)

YTD54
1-month86
3-month78
1-year67
3-year58
5-year65

Load adjusted returns

1-year23.34%
3-year-0.71%
5-year6.23%
10-year5.11%