Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHPBX (Saratoga Health & Biotechnology B) | NA | 13.89% | 12.83% | 17.22% | NA | NA | NA | … | … |
Data as of 02/24/2014, Common starting date is 08/09/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHPBX (Saratoga Health & Biotechnology B) | 08/09/2004 | 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 | 13.89 | 12.83 | 17.22 | NA | NA | NA | … | … | 0.00 | 20.02 | 11.99 | 9.52 | 8.56 | 35.66 | -22.00 | 5.36 | -6.24 | 9.33 | 9.91 |
| Sharpe Ratio | NA | 1.62 | 0.87 | 1.08 | NA | NA | NA | … | … | 0.00 | 2.34 | 1.08 | 0.44 | 0.56 | 1.72 | -0.74 | 0.19 | -0.87 | 0.81 | 2.57 |
| Standard Deviation(%) | NA | 7.81 | 14.79 | 15.87 | NA | NA | NA | … | … | NA | 8.54 | 11.19 | 21.61 | 15.10 | 20.68 | 31.02 | 12.29 | 10.96 | 8.87 | 9.86 |
| Draw Down(%) | NA | 4.85 | 18.34 | 18.34 | NA | NA | NA | … | … | 0.00 | 4.85 | 8.51 | 18.34 | 10.92 | 19.66 | 36.28 | 7.55 | 15.81 | 5.01 | 4.80 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.10 | 0.05 | 0.03 | 0.02 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.37 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/24/2014, Common starting date is 08/09/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHPBX (Saratoga Health & Biotechnology B) |
-11.57%
Feb 2006 – Feb 2009 |
-0.20%
Aug 2005 – Aug 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHPBX (Saratoga Health & Biotechnology B) |
23.85%
Feb 2009 – Feb 2012 |
18.32%
Nov 2008 – Nov 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart