Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SGMXX (The Saratoga Advantage Trust - U.S. Government Money Market Portfolio) | 1.37% | 1.93% | 2.69% | 1.61% | 0.80% | 0.54% | 0.40% | 0.30% |
Data as of 08/01/2025, AR inception is 11/17/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGMXX (The Saratoga Advantage Trust - U.S. Government Money Market Portfolio) | 11/17/1997 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.93 | 2.69 | 1.61 | 0.80 | 0.54 | 0.40 | 0.30 | 1.37 | 2.26 | 3.96 | 0.33 | 0.00 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | -1.61 | -0.77 | -0.71 | -1.29 | NA | NA | -4.00 | -0.74 | -5.77 | -0.27 | -3.24 | -15.46 | -6.69 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 0.76 | 0.89 | 0.70 | 0.50 | NA | NA | 0.30 | 0.91 | 0.75 | 1.11 | 0.32 | 0.00 | 0.03 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 2.10 | 2.84 | 1.70 | 0.86 | 0.57 | 0.43 | 0.32 | 1.36 | 2.57 | 3.87 | 0.71 | 0.00 | 0.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/01/2025, AR inception is 11/17/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGMXX (The Saratoga Advantage Trust - U.S. Government Money Market Portfolio) |
0.00%
Dec 1997 - Dec 2000 |
0.00%
Dec 1997 - Dec 2002 |
0.00%
Dec 1997 - Dec 2007 |
0.00%
Dec 1997 - Dec 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGMXX (The Saratoga Advantage Trust - U.S. Government Money Market Portfolio) |
2.69%
Apr 2022 - Apr 2025 |
1.61%
Apr 2020 - Apr 2025 |
0.80%
Apr 2015 - Apr 2025 |
0.54%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison Chart