Saratoga Energy and Basic Materials Portfolio
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2003 | 0 | -0.46 | -2.16 | 2.29 | 9.42 | -1.34 | -1 | 5.13 | -2.2 | 2.04 | 0.41 | 10.91 | 0 |
| 2004 | -0.56 | 6.97 | 0.52 | -3.99 | -0.24 | 6.76 | 0.74 | 1.4 | 9.52 | -3.03 | 9.44 | -0.62 | 29 |
| 2005 | 1.2 | 12.32 | -2.87 | -6.17 | 3.84 | 4.32 | 11.06 | 5.5 | 5.87 | -5.92 | 3.77 | 3.57 | 40.8 |
| 2006 | 14.34 | -8.95 | 6.26 | 7.26 | -5.78 | -0.25 | -4.05 | -3.58 | -6.21 | 5.98 | 7.66 | -4.06 | 5.9 |
| 2007 | -1.61 | -0.44 | 6.09 | 7.8 | 8.67 | 0.17 | -0.74 | -3.9 | 8.01 | 6.16 | -5.48 | 6.04 | 33.7 |
| 2008 | -10.02 | 7.13 | 0 | 8 | 6.16 | 2.79 | -11.84 | -3.29 | -19.83 | -26.13 | -7.09 | -2.13 | -47.8 |
| 2009 | -1.68 | -9.58 | 7.82 | 13.45 | 10.31 | -8.04 | 8.94 | 0 | 9.33 | -2.13 | 5.41 | 5.46 | 42.9 |
| 2010 | -3.29 | 5.6 | 6.3 | 1.52 | -14.73 | -9.43 | 10.78 | -5.91 | 13.17 | 5.94 | 5.38 | 11.06 | 24.5 |
| 2011 | 4.98 | 6.84 | 0.96 | 0.06 | -4.12 | -3.02 | 0.3 | -12.82 | -19.84 | 23.12 | -0.21 | -1.81 | -10.9 |
| 2012 | 5.8 | 4.34 | -2.88 | -3.23 | -12.75 | 2.73 | 2.89 | 1.33 | 2.19 | -1.71 | -1.09 | 2.13 | -1.6 |
| 2013 | 8.34 | -0.86 | 2.95 | 0.13 | 0.91 | -3.09 | 5.64 | -0.5 | 2.59 | 4.31 | -0.12 | 2.96 | 25.2 |
| 2014 | -4.65 | 5.12 | 1.55 | 5.02 | -0.59 | 4 | -6.39 | 2.55 | -8.12 | -7.54 | -10.51 | -0.93 | -20.1 |
| 2015 | -3.45 | 5.58 | 0.92 | 9.92 | -6.86 | -3.21 | -11.49 | -5.57 | -9.02 | 12.05 | -0.83 | -11.43 | -23.7 |
| 2016 | -8.1 | -1.54 | 10.51 | 8.38 | -2.35 | 1.07 | -0.53 | 1.42 | 0.7 | -2.43 | 11.19 | 1.76 | 20 |
| 2017 | -0.31 | -0.63 | -0.24 | -2.54 | -3.83 | 0.25 | 3.72 | -0.98 | 6.01 | 1.55 | 2.22 | 3.66 | 8.8 |
| 2018 | 5.12 | -7.82 | 0.67 | 6.07 | 2.37 | -1.02 | 2 | -2.16 | 0.76 | -10.34 | -3.28 | -9.87 | -17.6 |
| 2019 | 10.95 | 0.63 | -0.39 | -0.24 | -12.71 | 7.32 | -5.48 | -9.89 | 5.44 | 0.28 | 0.47 | 5.68 | -0.6 |
| 2020 | -11.28 | -12.71 | -26.17 | 15.56 | 4.27 | 1.15 | 0.88 | 3.26 | -8.11 | -2.85 | 17.63 | 4.59 | -20.3 |
| 2021 | -0.83 | 11.25 | 4.26 | 2.21 | 6.2 | -0.53 | -4.27 | -0.09 | 0.74 | 5.45 | -5.08 | 4.15 | 24.8 |
| 2022 | 7 | 4.47 | 7.13 | -3.48 | 8.51 | -16.81 | 5.52 | 0 | -9.01 | 15.03 | 7.99 | -6.26 | 16.7 |
| 2023 | 6.23 | -6.22 | -1.07 | 0.85 | -7.64 | 7.86 | 8.21 | -1.13 | 0.5 | -4.07 | 3.27 | 1.22 | 6.8 |
| 2024 | -3.2 | 1.03 | 7.35 | 2.51 | -9.5 |