Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSCZX (Saratoga Small Capitalization B) | NA | 13.67% | 7.48% | 17.73% | 3.62% | NA | NA | … | … |
Data as of 02/24/2014, Common starting date is 03/16/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSCZX (Saratoga Small Capitalization 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 | 13.67 | 7.48 | 17.73 | 3.62 | NA | NA | … | … | 0.00 | 19.34 | 7.91 | -1.79 | 15.68 | 22.52 | -27.06 | 2.05 | 14.30 | -21.12 | 19.08 | 31.79 | -17.03 | -5.06 | 9.00 | 14.78 |
| Sharpe Ratio | NA | 1.12 | 0.38 | 0.82 | 0.10 | NA | NA | … | … | 0.00 | 1.83 | 0.52 | -0.06 | 0.78 | 0.73 | -0.69 | -0.05 | 0.81 | -0.77 | 1.29 | 1.95 | -0.74 | -0.32 | 0.20 | 0.87 |
| Standard Deviation(%) | NA | 9.67 | 19.80 | 21.56 | 25.63 | NA | NA | … | … | NA | 10.57 | 15.20 | 29.07 | 20.03 | 30.83 | 40.19 | 18.24 | 13.68 | 30.27 | 14.03 | 15.91 | 24.63 | 23.11 | 24.39 | 17.92 |
| Draw Down(%) | NA | 5.86 | 26.59 | 26.59 | 55.97 | NA | NA | … | … | 0.00 | 5.86 | 10.85 | 26.59 | 19.17 | 30.85 | 42.51 | 13.82 | 10.93 | 25.81 | 8.26 | 11.50 | 29.79 | 25.48 | 18.75 | 17.20 |
| Yield(%) | 0.00 | 0.00 | 1.86 | 2.03 | 5.56 | 4.83 | 3.62 | … | … | 0.00 | 0.00 | 0.00 | 5.58 | 0.00 | 0.00 | 11.70 | 27.83 | 22.47 | 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 |
|---|---|---|---|---|
| SSCZX (Saratoga Small Capitalization B) |
-14.48%
Feb 2006 – Feb 2009 |
-9.47%
Feb 2004 – Feb 2009 |
-1.54%
Jun 1999 – Jun 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSCZX (Saratoga Small Capitalization B) |
23.41%
Feb 2009 – Feb 2012 |
15.27%
Jan 2009 – Jan 2014 |
6.21%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart