Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SCMPX (Saratoga Technology & Comm B) NA 11.76% 3.27% 22.95% NA NA NA
Data as of 02/24/2014, Common starting date is 08/10/2004
More Performance Analytics Comparison
Name Start Date End Date
SCMPX (Saratoga Technology & Comm B) 08/10/2004 02/24/2014
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004
Annualized Return (%) 0.00 11.76 3.27 22.95 NA NA NA 0.00 14.72 14.08 -10.16 48.23 60.61 -46.93 30.07 2.68 5.82 29.17
Sharpe Ratio NA 1.25 0.17 1.12 NA NA NA 0.00 1.56 0.88 -0.36 2.22 2.49 -1.24 1.35 -0.03 0.23 4.04
Standard Deviation(%) NA 7.98 19.15 20.42 NA NA NA NA 9.43 16.05 28.38 21.66 24.29 38.54 20.08 18.12 15.98 22.14
Draw Down(%) NA 4.71 26.54 26.54 NA NA NA 0.00 4.71 14.37 26.54 10.46 14.49 55.08 11.26 20.62 15.62 5.50
Yield(%) 0.00 0.00 1.74 2.66 1.28 0.86 0.64 0.00 0.00 0.89 4.69 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 02/24/2014, Common starting date is 08/10/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCMPX (Saratoga Technology & Comm B) -12.91%
Feb 2006 – Feb 2009
3.50%
Nov 2004 – Nov 2009
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCMPX (Saratoga Technology & Comm B) 37.10%
Feb 2009 – Feb 2012
23.71%
Nov 2008 – Nov 2013
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return