Saratoga Financial Services Portfolio
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5.4 | 4.74 | 3.71 | -5.24 | 7.37 | 0 |
| 2001 | -2.23 | -2.28 | -5.48 | 3.8 | 4.4 | 1.4 | -2.68 | -4 | -6.76 | -2.98 | 8.6 | 3.68 | -5.6 |
| 2002 | -2.36 | 0.47 | 6.21 | -0.52 | -0.61 | -5.47 | -9.06 | 0.72 | -9.48 | 7.43 | 3.46 | -4.96 | -14.7 |
| 2003 | -2.99 | -4.07 | 0.57 | 13.55 | 5.22 | -0.67 | 5.09 | 0.64 | -1.45 | 5.52 | -1.05 | 4.5 | 26.3 |
| 2004 | 3.54 | 2.28 | -2.23 | -5.79 | 1.64 | 0.51 | -3.9 | 2.47 | 1.72 | 2.11 | 6.04 | -1.17 | 6.8 |
| 2005 | -3.24 | -1.31 | -3.14 | -3.25 | 4.24 | 6.27 | 2.07 | -2.34 | 2.08 | 1.49 | 5.17 | -5.72 | 1.5 |
| 2006 | 3.89 | 3.37 | 0.51 | 1.66 | -4.47 | 0 | -0.07 | -1.19 | 5.34 | 3.64 | 0.9 | 2.17 | 16.5 |
| 2007 | 2.83 | -3.28 | -0.95 | 3.43 | 2.08 | -3.32 | -6.79 | -0.67 | 3.46 | 4.97 | -4.27 | -2.93 | -6.1 |
| 2008 | -5.38 | -9.99 | -0.54 | 3.83 | -2.74 | -13.98 | 5.92 | -0.71 | -4.19 | -20.87 | -13.74 | 0 | -49.4 |
| 2009 | -19.41 | -10.23 | 11.39 | 12.5 | 10.71 | -2.55 | 7.49 | 7.32 | 2.44 | -4.12 | 2.64 | 0 | 13.7 |
| 2010 | -4.19 | 2.18 | 7.4 | 0.77 | -10.18 | -6.94 | 7.45 | -8.46 | 6.65 | 3.29 | -1.17 | 8.66 | 3.1 |
| 2011 | 1.87 | 2.61 | -1.64 | 0.61 | -2.72 | -2.8 | -3.83 | -10.13 | -10.35 | 13.4 | -3.82 | 1.32 | -16.3 |
| 2012 | 5.6 | 4.24 | 5.08 | -1.45 | -9.66 | 3.44 | 0.35 | 2.97 | 2.54 | 1.16 | -0.65 | 3.12 | 17 |
| 2013 | 6.54 | 0.9 | 3.71 | 2 | 5.05 | -2.4 | 4.92 | -4.95 | 2.88 | 3.07 | 4.01 | 2.11 | 30.9 |
| 2014 | -5.36 | 3.09 | 2.25 | -1.47 | 0.99 | 1.96 | -1.81 | 3.68 | -0.83 | 1.79 | 2.22 | 0.69 | 7.1 |
| 2015 | -8.42 | 6.58 | -1.05 | 0.59 | 1.52 | -0.23 | 1.39 | -6.96 | -3.68 | 5.6 | 1.81 | -2.84 | -6.6 |
| 2016 | -8.77 | -3.6 | 6.93 | 2.85 | 2.27 | -3.82 | 3.07 | 3.98 | -2.75 | 0.86 | 11.08 | 3.51 | 15 |
| 2017 | -0.53 | 5.01 | -3.04 | -1.26 | -1.17 | 6.86 | 1.4 | -1.98 | 5.15 | 2.21 | 4.23 | 1.44 | 19.3 |
| 2018 | 5.33 | -2.61 | -3.55 | -0.54 | -0.63 | -2.54 | 2.89 | 1.54 | -3.21 | -6.36 | 2.07 | -12.3 | -19.2 |
| 2019 | 9.79 | 3.17 | -3.67 | 8.6 | -7.92 | 6.27 | 1.85 | -7.15 | 4.28 | 0.94 | 5.11 | -0.66 | 20.5 |
| 2020 | -3.11 | -11.6 | -21.82 | 9.3 | 2.58 | 0.59 | 2.21 | 3.6 | -8.65 | -0.58 | 17.18 | 6.12 | -9.7 |
| 2021 | -6.21 | 11.37 | 6.06 | 12.05 | 4.46 | -3.42 | -0.79 | 4.96 | -2.27 | 5.7 | -5.21 | -2.22 | 24.9 |
| 2022 | 0.99 | -1.56 | -1.88 | -9.3 | 2.9 | -11.27 | 6.72 | -1.95 | -8.05 | 11.42 | 5.13 | -10.94 | -18.9 |
| 2023 | 8.03 | -2.48 | -10.39 | 1.8 | -4.68 | 6.91 | 5.71 | -3.53 | -2.68 | -3.13 | 10.47 | 0.94 | 5 |
| 2024 | 1.62 | 4.33 | 4.37 | -6.28 | 19.2 |