Saratoga Large Capitalization Growth Portfolio
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1994 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3.45 | -3.83 | 1.97 | 0 |
| 1995 | 0.1 | 5.81 | 2.65 | 0.92 | 3.29 | 7.07 | 5.12 | 1.02 | 1.71 | -1.68 | 3.27 | -3.24 | 28.8 |
| 1996 | 0.62 | 2.13 | -0.45 | 3.81 | 1.39 | -0.94 | -6.28 | 2.49 | 5.93 | 1.51 | 7.92 | -4.58 | 13.4 |
| 1997 | 8.79 | -1.14 | -4.91 | 7.52 | 5.62 | 3.55 | 9.42 | -6.78 | 4.76 | -2.67 | 4.39 | -2.52 | 27.3 |
| 1998 | 1.51 | 7.49 | 4.55 | -0.19 | -2.32 | 5.24 | -0.78 | -17.19 | 5.66 | 11.73 | 7.65 | 9.66 | 34 |
| 1999 | 7.61 | -2.43 | 6.63 | 0.65 | -4.57 | 6.96 | -5.42 | -0.18 | -1.26 | 8.26 | 4.3 | 5.05 | 27.2 |
| 2000 | -5.35 | 5.78 | 5.44 | -4.59 | -7.07 | 9.2 | -1.76 | 5.93 | -8.93 | -5.32 | -14.77 | -12.39 | -31.5 |
| 2001 | 3.6 | -18.15 | -9.59 | 10.67 | -0.93 | -3.08 | -4.76 | -9.65 | -12.13 | 6.08 | 10.68 | -1.02 | -28.4 |
| 2002 | 0.32 | -4.7 | 4.25 | -9.72 | -3.51 | -8.48 | -7.07 | -0.52 | -10.28 | 10.09 | 4.45 | -8.86 | -30.9 |
| 2003 | -2.99 | 0.48 | 1.44 | 7.66 | 4.48 | 1.18 | 3.9 | 1.92 | -4.94 | 6.35 | 1.71 | 1.98 | 25 |
| 2004 | 0.15 | -0.82 | -1.51 | -3.75 | 2.3 | 1.16 | -7.52 | -1.49 | 1.94 | 2.73 | 6.44 | 2.49 | 1.4 |
| 2005 | -4.79 | 1.63 | -1.91 | -4.97 | 6.38 | 5 | 5.64 | -0.62 | 4.32 | 1.8 | 6.17 | 0.74 | 20.1 |
| 2006 | 4.05 | -2.54 | -0.42 | -2.13 | -8.94 | 0.96 | -4.93 | -1.78 | 4.99 | 5.17 | 1.97 | -1.41 | -5.8 |
| 2007 | 5.02 | -3.79 | 1.48 | 2.42 | 5.96 | -0.53 | -0.29 | 2.01 | 9.15 | 10.5 | -3.7 | 5.03 | 37.4 |
| 2008 | -16.09 | -3.68 | 1.59 | 8.67 | 3.67 | -4 | -4.7 | -3.31 | -18.1 | -16.93 | -11.68 | 0.15 | -50.8 |
| 2009 | -4.55 | -3.95 | 8.65 | 8.25 | 3.86 | -1.12 | 5.33 | 1.91 | 5.61 | -1.62 | 6.97 | 4.03 | 37.4 |
| 2010 | -8.73 | 6.09 | 7.27 | 3.39 | -7.54 | -4.61 | 9.06 | -2.79 | 13.1 | 3.72 | 4.78 | 3.19 | 27.4 |
| 2011 | 1.55 | 3.65 | 1.57 | 3.31 | -0.8 | -2.22 | -1.55 | -4.35 | -4.98 | 9.28 | -0.9 | -0.12 | 3.7 |
| 2012 | 4.14 | 3.34 | 4.08 | -0.6 | -7.61 | 4.27 | 0.63 | 3.5 | 2.67 | -2.44 | 4.3 | 0.83 | 17.7 |
| 2013 | 6.57 | 1.03 | 1.71 | 0.77 | 3.09 | -1.62 | 5.58 | -1.87 | 5.03 | 4.74 | 2.59 | 4.11 | 36.3 |
| 2014 | -2.35 | 3.68 | -1.14 | -1.23 | 3.47 | 1.6 | -2.11 | 4.08 | -0.41 | 2.65 | 4.94 | -1.2 | 12.2 |
| 2015 | -2.02 | 7.1 | -1.93 | 1.64 | 0.61 | -2.49 | 5.91 | -6.33 | -1.73 | 10.17 | 1.15 | -1.21 | 10.1 |
| 2016 | -5.92 | -0.32 | 4.64 | -1.03 | 1.51 | -0.38 | 3.51 | -0.89 | 0.04 | -2.16 | 1.44 | 0.02 | 0.1 |
| 2017 | 2.78 | 3.83 | 1.6 | 1.75 | 1.59 | -0.66 | 3.45 | 2.37 | 2.04 | 4.5 | 3.05 | 0.58 | 30.3 |
| 2018 | 6.99 | -3.13 | -2.76 | 2.16 | 4.93 | 0.38 | 2.43 | 6.73 | 1.49 | -8.56 | -0.41 | -9 | -0.3 |
| 2019 | 7.85 | 3.25 | 0.88 | 3.78 | -7.25 | 6.35 | 1.54 | -2.2 | -0.45 | 2.59 | 5.69 | -11.67 | 8.9 |
| 2020 | 1.03 | -7.39 | -9.95 | 14.66 | 6.17 | 4.14 | 6.59 | 7.76 | -12.48 | -2.74 | 7.22 | 5.17 | 17.8 |
| 2021 | -18.24 | 0.36 | 4.09 | 29.57 | -0.59 | 6.16 | 2.65 | 4.28 | -5.8 | 8.48 | 1.17 | -17 | 7.3 |
| 2022 | -9.68 | -3.5 | 4.6 | -11.25 | -2.9 | -7.99 | 12.64 | -3 | -9.42 | 5.46 | 2.79 | -14.27 | -33.5 |
| 2023 | 8.02 | 0.43 | 5.37 | -0.49 | 3.73 | 6.1 | 2.94 | -1.51 | -3.58 | -1.59 | 10.69 | -3.41 | 28.8 |
| 2024 | 4.52 | 5.01 | 0 | 0 | 14.4 |