Saratoga Energy and Basic Materials Portfolio
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1997 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -0.99 | -1.91 | 0 |
| 1998 | -1.09 | 3.84 | 7.07 | 2.1 | -5.8 | -4.43 | -12.76 | -16.09 | 13.39 | 2.43 | -6.48 | 0.5 | -19.2 |
| 1999 | -3.99 | 0.9 | 14.07 | 17.2 | -2.95 | 3.18 | 1.74 | 3.42 | -2.35 | -3.84 | 1.63 | 6.4 | 38.5 |
| 2000 | -1.5 | 1.02 | 15.3 | 1.69 | 5.37 | -6.57 | -2.67 | 5.38 | -6.81 | -9.53 | -4.15 | 31.34 | 25 |
| 2001 | -5.31 | 3.72 | -2.87 | 16.2 | 2.1 | -17.97 | -8.29 | -8.47 | -3.97 | 3.99 | 0.07 | 11.67 | -13 |
| 2002 | -2.22 | -1.35 | 13.6 | 7.98 | -1 | -3.79 | -13.61 | -0.93 | -9.5 | 5.25 | 1.51 | 0.97 | -5.8 |
| 2003 | -4.2 | -0.46 | -2.16 | 2.21 | 9.43 | -1.41 | -1 | 5.07 | -2.2 | 1.97 | 0.41 | 10.87 | 18.8 |
| 2004 | -0.62 | 6.93 | 0.53 | -4.01 | -0.24 | 6.67 | 0.68 | 1.36 | 9.53 | -3.05 | 9.39 | -0.62 | 28.5 |
| 2005 | 1.11 | 12.32 | -2.93 | -6.17 | 3.78 | 4.27 | 11.08 | 5.43 | 5.82 | -5.95 | 3.74 | 2.28 | 38.4 |
| 2006 | 14.33 | -9 | 6.17 | 7.26 | -5.83 | -0.25 | -4.1 | -3.63 | -6.2 | 5.89 | 7.68 | -4.09 | 5.5 |
| 2007 | -1.63 | -0.48 | 6.05 | 7.77 | 8.64 | 0.11 | -0.76 | -3.95 | 7.98 | 6.12 | -5.51 | 6.03 | 33.2 |
| 2008 | -10.09 | 7.09 | 0 | 7.97 | 6.13 | 2.74 | -11.88 | -3.32 | -19.84 | -26.15 | -7.12 | -2.21 | -48.1 |
| 2009 | -1.65 | -9.71 | 7.84 | 13.42 | 10.31 | -8.07 | 8.89 | 0 | 9.24 | -2.16 | 5.34 | 5.41 | 42.3 |
| 2010 | -3.31 | 5.57 | 6.25 | 1.45 | -14.76 | -9.45 | 10.83 | -5.99 | 13.11 | 5.88 | 5.39 | 11.05 | 24 |
| 2011 | 4.94 | 6.81 | 0.89 | 0 | -4.13 | -3.08 | 0.25 | -12.81 | -19.85 | 23.05 | -0.22 | -1.77 | -11.2 |
| 2012 | 5.72 | 4.27 | -2.87 | -3.3 | -12.72 | 2.66 | 2.84 | 1.26 | 2.26 | -1.75 | -1.16 | 2.12 | -2 |
| 2013 | 8.29 | -0.92 | 2.93 | 0.07 | 0.83 | -3.1 | 5.62 | -0.47 | 2.5 | 4.29 | -0.13 | 2.85 | 24.7 |
| 2014 | -4.68 | 5.11 | 1.48 | 5.03 | -0.63 | 4.01 | -6.42 | 2.51 | -8.15 | -7.6 | -10.49 | -1 | -20.4 |
| 2015 | -3.48 | 5.61 | 0.84 | 9.86 | -6.85 | -3.24 | -11.48 | -5.67 | -9.11 | 12.12 | -0.89 | -11.45 | -24 |
| 2016 | -8.04 | -1.66 | 10.47 | 8.36 | -2.35 | 0.96 | -0.48 | 1.34 | 0.66 | -2.44 | 11.08 | 1.73 | 19.5 |
| 2017 | -0.34 | -0.6 | -0.34 | -2.59 | -3.81 | 0.28 | 3.58 | -0.98 | 5.91 | 1.61 | 2.16 | 3.67 | 8.4 |
| 2018 | 5.03 | -7.86 | 0.65 | 6.05 | 2.28 | -1.04 | 1.95 | -2.21 | 0.75 | -10.33 | -3.34 | -9.93 | -18 |
| 2019 | 10.93 | 0.61 | -0.43 | -0.26 | -12.72 | 7.23 | -5.45 | -9.97 | 5.43 | 0.21 | 0.41 | 5.73 | -1 |
| 2020 | -11.33 | -12.66 | -26.25 | 15.42 | 4.41 | 1.13 | 0.7 | 3.31 | -7.74 | -2.85 | 17.66 | 4.46 | -20.2 |
| 2021 | -0.51 | 11.25 | 3.95 | 2.22 | 6.09 | -0.58 | -4.31 | -0.1 | 0.72 | 5.49 | -5.2 | 4.37 | 24.6 |
| 2022 | 7.01 | 4.46 | 7.14 | -3.58 | 8.52 | -16.78 | 5.42 | 0.09 | -9.12 | 15 | 7.96 | -6.27 | 16.4 |
| 2023 | 6.19 | -6.23 | -1.09 | 0.76 | -7.67 | 7.85 | 8.21 | -1.17 | 0.48 | -4.18 | 3.29 | 1.11 | 6.3 |
| 2024 | -3.15 | 0.98 | 7.33 | -0.6 | -9.1 |