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Saratoga Large Capitalization Growth C (SLGCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.85-0.03 (-0.30%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.37%
5-year average return15.86%
Number of years up16
Number of years down8
Best 1-yr total return (9 May 2024)37.34%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return37.34%
Worst 3-yr total return5.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSLGCXCategory
YTD10.25%12.38%
1-month-4.29%5.09%
3-month6.12%10.28%
1-year33.65%41.70%
3-year8.26%22.56%
5-year13.97%21.98%
10-year13.17%15.99%
Last bull market32.56%25.99%
Last bear market-20.86%-17.29%

Annual total return (%) history

Year
SLGCXCategory
2024
N/AN/A
2023
37.34%N/A
2022
-29.41%N/A
2021
31.01%N/A
2020
27.39%35.86%
2019
25.27%31.90%
2018
-1.58%-2.09%
2017
29.07%27.67%
2016
-0.98%3.23%
2015
8.99%3.60%
2014
10.80%10.00%
2013
34.89%33.92%
2012
16.48%15.34%
2011
2.82%-2.46%
2010
26.11%15.53%
2009
36.06%35.68%
2008
-51.24%-40.67%
2007
35.97%13.35%
2006
-6.71%7.05%
2005
18.84%6.71%
2004
0.39%7.81%
2003
23.81%28.66%
2002
-31.72%-27.64%
2001
-28.58%-22.30%
2000
-22.27%-13.05%
1999
N/A38.87%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202415.19%N/AN/AN/A
202313.95%9.24%-2.43%13.08%
2022-9.09%-20.86%-1.31%-0.58%
20215.34%10.40%0.57%12.01%
2020-15.93%26.47%9.58%9.34%
201912.08%2.17%-1.44%10.99%
20180.52%7.35%10.68%-17.60%
20178.15%2.40%7.80%8.11%
2016-2.11%-0.19%2.35%-0.98%
20152.67%-0.53%-2.79%9.78%
2014-0.14%3.55%1.23%5.85%
20139.28%1.91%8.55%11.58%
201211.76%-4.54%6.67%2.35%
20116.63%-0.06%-10.70%8.04%
20103.60%-8.98%19.57%11.86%
2009-0.64%10.92%13.03%9.22%
2008-18.10%7.92%-24.35%-27.07%
20072.26%7.72%10.76%11.45%
20060.72%-10.19%-2.18%5.43%
2005-5.39%5.95%9.20%8.57%
2004-2.51%-0.56%-7.37%11.80%
2003-1.36%13.60%0.35%10.11%
2002-0.60%-20.49%-17.30%4.47%
2001-23.49%6.05%-24.58%16.69%
20005.31%-3.34%-5.47%-19.22%
19992.42%-6.97%24.92%N/A

Rank in category (by total return)

YTD11
1-month28
3-month13
1-year30
3-year14
5-year36

Load adjusted returns

1-year32.65%
3-year8.26%
5-year13.97%
10-year13.17%