Saratoga Financial Services Portfolio
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2003 | 0 | -4.07 | 0.57 | 13.55 | 5.22 | -0.67 | 5.18 | 0.73 | -1.45 | 5.61 | -1.04 | 4.49 | 0 |
| 2004 | 3.62 | 2.27 | -2.14 | -5.76 | 1.64 | 0.51 | -3.79 | 2.45 | 1.8 | 2.18 | 6 | 4.29 | 13.2 |
| 2005 | -3.22 | -1.3 | -3.12 | -3.22 | 4.29 | 6.3 | 2.13 | -2.24 | 2.06 | 1.55 | 5.19 | 0.64 | 8.8 |
| 2006 | 4 | 3.33 | 0.64 | 1.64 | -4.41 | 0 | 0 | -1.17 | 5.33 | 3.73 | 0.95 | 2.2 | 17.1 |
| 2007 | 2.85 | -3.22 | -0.93 | 3.51 | 2.04 | -3.18 | -6.79 | -0.66 | 3.46 | 5.02 | -4.17 | -2.94 | -5.6 |
| 2008 | -5.51 | -9.93 | -0.42 | 3.73 | -2.67 | -13.92 | 5.88 | -0.69 | -4.08 | -20.78 | -13.96 | 0.18 | -49.3 |
| 2009 | -19.39 | -9.93 | 11.03 | 12.8 | 10.57 | -2.48 | 7.44 | 7.43 | 2.52 | -4.14 | 2.72 | 0 | 14.2 |
| 2010 | -4.21 | 2.28 | 7.47 | 0.74 | -10.13 | -6.86 | 7.54 | -8.48 | 6.6 | 3.34 | -1.13 | 8.84 | 3.6 |
| 2011 | 1.8 | 2.66 | -1.58 | 0.58 | -2.62 | -2.84 | -3.84 | -10.06 | -10.3 | 13.27 | -3.67 | 1.27 | -16.1 |
| 2012 | 5.73 | 4.24 | 5.2 | -1.39 | -9.72 | 3.47 | 0.34 | 3.18 | 2.43 | 1.27 | -0.62 | 3.14 | 17.6 |
| 2013 | 6.55 | 1 | 3.68 | 2.05 | 5.09 | -2.29 | 4.82 | -4.85 | 2.75 | 3.18 | 4.07 | 2.13 | 31.4 |
| 2014 | -5.22 | 2.94 | 2.38 | -1.51 | 1.18 | 1.86 | -1.72 | 3.84 | -0.9 | 1.81 | 2.22 | 0.76 | 7.5 |
| 2015 | -8.41 | 6.6 | -0.99 | 0.67 | 1.55 | -0.22 | 1.42 | -6.9 | -3.71 | 5.66 | 1.82 | -2.8 | -6.3 |
| 2016 | -8.63 | -3.65 | 7.06 | 2.81 | 2.26 | -3.72 | 3.02 | 4.1 | -2.7 | 0.81 | 11.12 | 3.51 | 15.4 |
| 2017 | -0.5 | 5.11 | -2.96 | -1.28 | -1.09 | 6.84 | 1.51 | -2.04 | 5.21 | 2.34 | 4.22 | 1.43 | 19.8 |
| 2018 | 5.41 | -2.61 | -3.48 | -0.59 | -0.59 | -2.55 | 3.05 | 1.52 | -3.17 | -6.28 | 2.11 | -12.37 | -18.9 |
| 2019 | 9.86 | 3.25 | -3.7 | 8.58 | -7.8 | 6.2 | 1.91 | -7.08 | 4.26 | 1.08 | 5.11 | -0.4 | 21.3 |
| 2020 | -3.15 | -11.54 | -21.83 | 9.41 | 2.64 | 0.68 | 2.28 | 3.54 | -8.26 | -0.53 | 17.11 | 6.26 | -8.9 |
| 2021 | -5.73 | 11.44 | 6 | 11.55 | 4.49 | -3.35 | -0.71 | 5.02 | -2.22 | 5.67 | -5.2 | -1.74 | 25.9 |
| 2022 | 1.06 | -1.58 | -1.78 | -9.35 | 3 | -11.27 | 6.68 | -1.85 | -7.95 | 11.36 | 5.1 | -10.29 | -18.1 |
| 2023 | 8.12 | -2.5 | -10.27 | 1.83 | -4.72 | 6.96 | 5.73 | -3.44 | -2.7 | -3.11 | 10.42 | 1.56 | 6 |
| 2024 | 1.74 | 4.32 | 4.43 | -4.98 | 20.6 |