Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLGZX (Saratoga Large Capitalization Growth B) | NA | 10.54% | 11.26% | 20.81% | 6.24% | NA | NA | … | … |
Data as of 02/24/2014, Common starting date is 03/16/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLGZX (Saratoga Large Capitalization Growth B) | 03/16/1999 | 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 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.54 | 11.26 | 20.81 | 6.24 | NA | NA | … | … | 0.00 | 17.23 | 18.25 | 2.31 | 26.72 | 36.03 | -51.25 | 36.07 | -6.79 | 18.89 | 0.39 | 23.76 | -31.67 | -28.84 | -32.33 | 12.39 |
| Sharpe Ratio | NA | 1.04 | 0.55 | 0.93 | 0.21 | NA | NA | … | … | 0.00 | 1.78 | 0.72 | 0.10 | 1.14 | 1.30 | -1.17 | 1.53 | -0.59 | 1.20 | -0.04 | 1.21 | -1.11 | -0.99 | -1.04 | 0.51 |
| Standard Deviation(%) | NA | 8.61 | 20.46 | 22.27 | 24.42 | NA | NA | … | … | NA | 9.67 | 25.60 | 23.16 | 23.45 | 27.70 | 44.30 | 21.75 | 17.24 | 13.97 | 14.77 | 19.07 | 29.47 | 31.79 | 34.90 | 24.41 |
| Draw Down(%) | NA | 6.20 | 18.50 | 18.50 | 58.92 | NA | NA | … | … | 0.00 | 6.20 | 14.00 | 17.14 | 15.54 | 18.17 | 57.64 | 12.37 | 22.58 | 11.05 | 18.44 | 12.12 | 39.22 | 46.50 | 42.32 | 14.66 |
| Yield(%) | 0.00 | 0.00 | 5.26 | 5.89 | 2.10 | 0.63 | 0.47 | … | … | 0.00 | 0.00 | 1.90 | 14.30 | 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 02/24/2014, Common starting date is 03/16/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLGZX (Saratoga Large Capitalization Growth B) |
-32.45%
Mar 2000 – Mar 2003 |
-18.22%
Apr 2000 – Apr 2005 |
-9.66%
Apr 1999 – Apr 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLGZX (Saratoga Large Capitalization Growth B) |
27.71%
Feb 2009 – Feb 2012 |
20.70%
Jan 2009 – Jan 2014 |
7.75%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart