Saratoga Financial Services Portfolio
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 2003 | 0 | 18.68 | 4.41 | 9.19 | 0 |
| 2004 | 3.7 | -3.73 | 0.34 | 12.96 | 13.15 |
| 2005 | -7.45 | 7.29 | 1.9 | 7.51 | 8.77 |
| 2006 | 8.15 | -2.84 | 4.1 | 7.47 | 17.06 |
| 2007 | -1.39 | 2.99 | -5.14 | -4.3 | -5.63 |
| 2008 | -15.25 | -13.1 | 0.86 | -31.71 | -49.28 |
| 2009 | -19.39 | 21.63 | 18.33 | -1.53 | 14.23 |
| 2010 | 5.3 | -15.68 | 4.91 | 11.2 | 3.58 |
| 2011 | 2.86 | -4.82 | -22.43 | 10.49 | -16.09 |
| 2012 | 15.95 | -8.59 | 5.51 | 3.31 | 17.56 |
| 2013 | 11.59 | 5.5 | 1.68 | 9.67 | 31.4 |
| 2014 | -0.12 | 1.51 | 1.14 | 4.86 | 7.54 |
| 2015 | -3.34 | 2.01 | -9.08 | 4.57 | -6.26 |
| 2016 | -5.75 | 1.22 | 4.34 | 15.95 | 15.42 |
| 2017 | 1.5 | 4.32 | 4.61 | 7.51 | 19.84 |
| 2018 | -0.92 | -1.55 | 0.69 | -16.21 | -18.93 |
| 2019 | 9.25 | 3.86 | -2.31 | 5.81 | 21.33 |
| 2020 | -33.03 | 13.05 | -2.85 | 23.79 | -8.94 |
| 2021 | 11.36 | 12.65 | -2.46 | 2.89 | 25.89 |
| 2022 | -2.3 | -17.15 | -3.61 | 5 | -18.09 |
| 2023 | -5.41 | 3.78 | -0.66 | 10 | 5.95 |
| 2024 | 10.83 | -4.18 | 0 | 0 | 20.63 |