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 | 5.6 | 4.73 | 3.62 | -5.41 | 7.38 | 0 |
| 2001 | -2.32 | -2.29 | -5.58 | 3.81 | 4.32 | 1.41 | -2.78 | -4.02 | -6.79 | -2.99 | 8.54 | 3.6 | -6.1 |
| 2002 | -2.47 | 0.38 | 6.17 | -0.62 | -0.71 | -5.44 | -9.06 | 0.62 | -9.59 | 7.53 | 3.29 | -5.03 | -15.4 |
| 2003 | -3.03 | -4.12 | 0.58 | 13.53 | 5.09 | -0.68 | 5.07 | 0.56 | -1.48 | 5.44 | -1.07 | 4.4 | 25.6 |
| 2004 | 3.44 | 2.25 | -2.2 | -5.82 | 1.59 | 0.43 | -3.98 | 2.43 | 1.67 | 2.08 | 5.94 | -1.36 | 6 |
| 2005 | -3.33 | -1.34 | -3.23 | -3.25 | 4.18 | 6.2 | 2.05 | -2.33 | 1.98 | 1.46 | 5.1 | -6.07 | 0.6 |
| 2006 | 3.95 | 3.26 | 0.53 | 1.57 | -4.49 | -0.08 | -0.15 | -1.24 | 5.32 | 3.57 | 0.86 | 2.12 | 15.9 |
| 2007 | 2.72 | -3.29 | -1 | 3.44 | 1.94 | -3.34 | -6.83 | -0.71 | 3.38 | 4.9 | -4.26 | -3 | -6.6 |
| 2008 | -5.62 | -10.02 | -0.58 | 3.73 | -2.7 | -13.99 | 5.78 | -0.76 | -4.23 | -20.86 | -13.85 | -0.2 | -49.9 |
| 2009 | -19.25 | -10.22 | 11.11 | 12.44 | 10.63 | -2.55 | 7.44 | 7.3 | 2.27 | -4.1 | 2.49 | 0 | 13.2 |
| 2010 | -4.34 | 2.18 | 7.46 | 0.66 | -10.18 | -6.95 | 7.47 | -8.59 | 6.6 | 3.19 | -1.09 | 8.64 | 2.6 |
| 2011 | 1.69 | 2.5 | -1.62 | 0.5 | -2.63 | -2.87 | -3.99 | -10.13 | -10.46 | 13.48 | -3.96 | 1.24 | -16.9 |
| 2012 | 5.7 | 4.05 | 5.19 | -1.58 | -9.84 | 3.57 | 0.19 | 3.06 | 2.41 | 1.27 | -0.72 | 2.88 | 16.3 |
| 2013 | 6.48 | 0.99 | 3.58 | 2.04 | 4.93 | -2.35 | 4.66 | -4.88 | 2.72 | 3.09 | 3.85 | 2.2 | 30.3 |
| 2014 | -5.38 | 2.98 | 2.21 | -1.62 | 1.1 | 1.76 | -1.73 | 3.66 | -0.92 | 1.72 | 2.21 | 0.64 | 6.5 |
| 2015 | -8.46 | 6.48 | -1.04 | 0.52 | 1.43 | -0.26 | 1.29 | -6.99 | -3.69 | 5.53 | 1.75 | -2.91 | -7.2 |
| 2016 | -8.71 | -3.73 | 6.97 | 2.75 | 2.11 | -3.72 | 2.87 | 4.04 | -2.81 | 0.69 | 11.08 | 3.45 | 14.3 |
| 2017 | -0.6 | 5.03 | -3.08 | -1.29 | -1.19 | 6.76 | 1.36 | -2.12 | 5.13 | 2.28 | 4.13 | 1.32 | 18.6 |
| 2018 | 5.32 | -2.67 | -3.62 | -0.61 | -0.61 | -2.67 | 2.96 | 1.44 | -3.24 | -6.38 | 2.01 | -12.45 | -19.7 |
| 2019 | 9.91 | 3 | -3.75 | 8.51 | -7.85 | 6.06 | 1.9 | -7.21 | 4.17 | 0.97 | 5.06 | -1.17 | 19.3 |
| 2020 | -3.16 | -11.56 | -22 | 9.47 | 2.52 | 0.53 | 2.1 | 3.6 | -9.45 | -0.51 | 16.92 | 6.25 | -10.8 |
| 2021 | -7.03 | 11.39 | 12.39 | 7.11 | 4.62 | -3.06 | -0.47 | 5.16 | -2.12 | 5.93 | -4.95 | -2.83 | 26.7 |
| 2022 | 1.17 | -1.5 | -1.64 | -9.04 | 3.14 | -11.03 | 6.98 | -1.33 | -8.1 | 11.6 | 5.13 | -11.51 | -17.6 |
| 2023 | 8.49 | -2.35 | -9.88 | 1.93 | -4.65 | 7.16 | 5.97 | -3.36 | -2.5 | -2.85 | 10.56 | 0.4 | 7.1 |
| 2024 | 1.98 | 4.66 | 4.7 | -3.43 | 22.1 |