SLGYX
Saratoga Large Capitalization Growth-A
$23.04
-0.12 (-0.52%)
Currency in USD / Last Updated: 4/18/2024
Category | Large Cap Growth |
---|---|
Market Cap | 31.61M |
52 Week High | 24.17 |
52 Week Low | 16.672 |
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Key Data
Symbol | SLGYX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 23.04 |
Price Yesterday | 23.16 |
Market Cap | 31.61 |
YTD Return | 10.56% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.004 |
Front Load | 0.0575 |
Initial Purchase Amount | 2500 |
Redeption Fee | 0 |
Prospectus | 0.0202 |
Overview
52 Week High | 24.17 |
---|---|
52 Week Low | 16.67 |
Market Cap | 31.61M |
Shares Outstanding | 1.37M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 8.23% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 8.23% |
Returns Annualized
One Day | -73.03% |
---|---|
Five Days | -91.07% |
One Months | -26.25% |
Three Months | 32.65% |
Six Months | 52.05% |
Nine Months | 24.27% |
One Year | 33.62% |
Three Years | 8.26% |
Five Years | 14.93% |
Ten Years | 13.87% |
YTD | 40.15% |
Since Inception | 10.92% |
Returns Total
One Day | -0.52% |
---|---|
Five Days | -4.68% |
One Month | -2.62% |
Three Months | 7.31% |
Six Months | 23.08% |
Nine Months | 17.78% |
One Year | 33.58% |
Three Years | 26.86% |
Five Years | 100.19% |
Ten Years | 265.54% |
YTD | 10.56% |
Since Inception | 547.92% |
Yearly Returns
2024 | 10.56% |
---|---|
2023 | 38.10% |
2022 | -28.99% |
2021 | 31.72% |
2020 | 28.21% |
2019 | 25.98% |
2018 | -0.90% |
2017 | 29.85% |
2016 | -0.42% |
2015 | 9.59% |
Risk against SP-DA
Alpha | 7.25% |
---|---|
Beta | 1.22 |
Correlation | 96.81% |
Downside Deviation | 2.71% |
Coefficient of determination | 93.71% |
Standard Deviation | 4.30% |
Sharpe Ratio | 0.74 |
Sortino | 4.09 |
Treynor | 23.08 |
Ulcer Index | 2.75 |
Ulcer Performance Index | 4.04 |