Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFPBX (Saratoga Financial Service B) | NA | 15.21% | 4.60% | 12.78% | -2.77% | NA | NA | … | … |
Data as of 02/24/2014, Common starting date is 12/18/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFPBX (Saratoga Financial Service B) | 12/18/2000 | 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 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.21 | 4.60 | 12.78 | -2.77 | NA | NA | … | … | 0.00 | 21.85 | 16.26 | -16.89 | 2.42 | 13.33 | -49.80 | -6.59 | 15.80 | 0.57 | 6.11 | 25.62 | -15.37 | -5.86 | 2.56 |
| Sharpe Ratio | NA | 1.32 | 0.21 | 0.49 | -0.13 | NA | NA | … | … | 0.00 | 2.03 | 1.01 | -0.53 | 0.09 | 0.28 | -0.97 | -0.49 | 0.91 | -0.11 | 0.36 | 1.27 | -0.63 | -0.39 | 5.05 |
| Standard Deviation(%) | NA | 9.66 | 21.48 | 26.23 | 28.61 | NA | NA | … | … | NA | 10.73 | 16.15 | 31.87 | 25.08 | 46.53 | 52.21 | 19.73 | 13.87 | 14.34 | 14.52 | 19.67 | 26.24 | 21.06 | 23.35 |
| Draw Down(%) | NA | 6.68 | 30.91 | 33.70 | 72.40 | NA | NA | … | … | 0.00 | 6.68 | 14.98 | 32.44 | 23.14 | 38.83 | 60.73 | 15.54 | 10.76 | 11.52 | 15.07 | 19.02 | 30.39 | 23.11 | 2.83 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 2.77 | 1.99 | 1.49 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 9.40 | 17.73 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/24/2014, Common starting date is 12/18/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFPBX (Saratoga Financial Service B) |
-28.47%
Feb 2006 – Feb 2009 |
-16.90%
Feb 2004 – Feb 2009 |
-5.16%
Sep 2001 – Sep 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFPBX (Saratoga Financial Service B) |
15.67%
Feb 2003 – Feb 2006 |
11.14%
Jan 2009 – Jan 2014 |
-0.31%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart