Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMBZX (Saratoga Municipal Bond B) | NA | 0.60% | 1.57% | 0.78% | -0.23% | NA | NA | … | … |
Data as of 03/14/2013, Common starting date is 03/16/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMBZX (Saratoga Municipal Bond B) | 03/16/1999 | 03/14/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.60 | 1.57 | 0.78 | -0.23 | NA | NA | … | … | 0.00 | 0.84 | 4.61 | -0.27 | 6.46 | -7.93 | -1.08 | -0.68 | -1.63 | -1.42 | 0.19 | 2.92 | -1.44 | 8.88 | -10.06 |
| Sharpe Ratio | NA | 0.75 | 0.72 | 0.26 | -0.54 | NA | NA | … | … | 0.00 | 0.55 | 1.94 | -0.16 | 2.34 | -3.31 | -2.54 | -2.55 | -1.75 | -0.67 | -0.14 | 0.53 | -1.24 | 1.75 | -5.38 |
| Standard Deviation(%) | NA | 0.73 | 2.00 | 2.30 | 2.51 | NA | NA | … | … | NA | 1.43 | 2.36 | 2.24 | 2.72 | 2.67 | 1.62 | 1.57 | 2.17 | 3.53 | 3.72 | 3.42 | 3.08 | 2.76 | 2.91 |
| Draw Down(%) | NA | 0.78 | 5.17 | 8.33 | 15.14 | NA | NA | … | … | 0.00 | 1.91 | 2.25 | 4.42 | 1.99 | 9.67 | 2.35 | 2.62 | 3.41 | 6.41 | 5.96 | 4.33 | 4.87 | 4.35 | 10.23 |
| Yield(%) | 0.00 | 0.02 | 0.31 | 0.18 | 0.09 | 0.06 | 0.04 | … | … | 0.00 | 0.06 | 0.32 | 0.54 | 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 03/14/2013, 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 |
|---|---|---|---|---|
| SMBZX (Saratoga Municipal Bond B) |
-3.29%
Dec 2005 – Dec 2008 |
-2.59%
Dec 2003 – Dec 2008 |
-0.94%
Apr 1999 – Apr 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMBZX (Saratoga Municipal Bond B) |
4.04%
May 2000 – May 2003 |
2.13%
Jan 2000 – Jan 2005 |
0.47%
Jan 2000 – Jan 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart