Saratoga Large Capitalization Value 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 | 1.95 | -3.13 | 1.01 | 0 |
| 1995 | 3.42 | 5.21 | 2.48 | 2.14 | 4.28 | 3.14 | 3.64 | 0.41 | 3.17 | -2.29 | 4.76 | 0.72 | 35.6 |
| 1996 | 4.93 | 1.25 | 1.6 | 0.86 | 2.83 | -0.55 | -4.16 | 4.41 | 3.94 | 2.4 | 5.85 | -2.87 | 21.9 |
| 1997 | 3.31 | 0 | -3.2 | 2.54 | 5.77 | 4.98 | 6.59 | -2.72 | 3.18 | -2.56 | 2.68 | -0.31 | 21.5 |
| 1998 | -0.73 | 6.75 | 5.09 | 1.03 | -1.4 | 0.9 | -2.62 | -12.87 | 2.42 | 9.36 | 4.43 | -4.76 | 5.8 |
| 1999 | -1.19 | -1.35 | 2.28 | 9.42 | -1.77 | 2.31 | -4.92 | -2.32 | -2.67 | 4.94 | -1.33 | -10.99 | -8.7 |
| 2000 | -3.09 | -8.88 | 10.79 | 1.49 | 0.6 | -3.04 | -1.84 | 5.41 | 0.16 | 6.36 | -1.57 | 2.83 | 8.1 |
| 2001 | 2.91 | -2.19 | -1.54 | 4.7 | 2.56 | -4.33 | -0.74 | -4.17 | -4.81 | -1.25 | 5.34 | -8.67 | -12.4 |
| 2002 | -3.83 | -3.09 | 5.77 | -6.21 | -1.98 | -8.52 | -10.97 | 0.85 | -11.84 | 7.5 | 7.14 | -5.68 | -28.7 |
| 2003 | -0.88 | -2.75 | 0.92 | 8.66 | 6.76 | -0.07 | 1.71 | 3.01 | -1.49 | 6.28 | 0.91 | 5.66 | 31.9 |
| 2004 | 2.07 | 1.49 | -2.17 | -2.82 | 1.85 | 3.16 | -2.35 | -0.66 | 1.82 | 0.95 | 3.6 | 2.11 | 9.1 |
| 2005 | -2.34 | 4.8 | -3.05 | -3.04 | 2.55 | 1.19 | 3.18 | -1.14 | 1.53 | -2.43 | 4.04 | 0.8 | 5.8 |
| 2006 | 2.43 | 0.46 | 1.79 | 2.82 | -3.77 | -0.36 | 0.61 | 2.13 | 3.13 | 2.94 | 2.53 | 2.72 | 18.6 |
| 2007 | 0.49 | -2.76 | 0.27 | 4.28 | 3.93 | -2.61 | -4.36 | -0.72 | 3 | -3.05 | -6.06 | -1.61 | -9.3 |
| 2008 | -4.91 | -6.84 | -6.51 | 5.03 | -1.84 | -12.83 | -1.3 | 1.09 | -14.22 | -18.55 | -6.93 | 0.21 | -51.6 |
| 2009 | -2.18 | -9.29 | 9.15 | 10.26 | 6.47 | 0.32 | 5.53 | 4.33 | 4.44 | -2.5 | 2.75 | 4.34 | 37.1 |
| 2010 | -1.68 | 3.06 | 5.32 | 0.41 | -8.25 | -6.12 | 6.32 | -7.3 | 10.11 | 4.5 | 2.03 | 7.37 | 14.7 |
| 2011 | 3.86 | 3.12 | 0.07 | 2.52 | -1.68 | -0.64 | -3.45 | -10.56 | -11.31 | 14.92 | 0.9 | -1.05 | -5.7 |
| 2012 | 5.15 | 5.68 | 0.52 | -1.17 | -9.56 | 2.95 | 2.47 | 4.66 | 2.75 | -0.79 | 2.33 | 2.32 | 17.6 |
| 2013 | 5.71 | 0.26 | 4.01 | 1.07 | 3.56 | -1.63 | 5.03 | -2.4 | 6.88 | 3.92 | 4.31 | 4.22 | 40.5 |
| 2014 | -2.09 | 7.41 | -0.47 | -0.9 | 3.98 | 5.58 | -4.1 | 3.14 | -4.81 | 2.55 | 3.07 | -1.27 | 11.9 |
| 2015 | -3.38 | 5.38 | 1.83 | 1.29 | 1.31 | -3.47 | 0.26 | -6.38 | -7.79 | 6.1 | 1.74 | -2.86 | -6.8 |
| 2016 | -10.43 | 0.44 | 7.8 | 0 | 3.67 | -3.78 | 6.3 | -1.18 | -2.11 | -0.98 | 7.67 | 2.94 | 9.2 |
| 2017 | -0.36 | 2.91 | 0.09 | -0.44 | -1.22 | 3.27 | 2.44 | -0.63 | 1.68 | -0.46 | 1.04 | 0.06 | 8.6 |
| 2018 | 2.75 | -6.09 | -2.9 | -0.57 | 2.57 | 0.09 | 3.3 | 2.34 | -0.97 | -9.71 | 3.63 | -11.91 | -17.5 |
| 2019 | 13.31 | 2.91 | 0.2 | 5.35 | -7.01 | 8.59 | -0.14 | -1.31 | 2.79 | 2.34 | 6.47 | 2.66 | 40.9 |
| 2020 | -3.25 | -9.81 | -21.94 | 17.25 | 5.09 | 0.98 | 3.59 | 4.45 | -3.63 | 5.02 | 12 | 3.91 | 8 |
| 2021 | -16.41 | 29.32 | -15.16 | 29.89 | 0.64 | -0.35 | 0.13 | 2.23 | -2.49 | 5.81 | -3.71 | -13.9 | 4.6 |
| 2022 | -4.11 | 2.46 | 1.92 | -6.94 | 0.7 | -5.77 | 9.54 | -2.52 | -8.93 | 6.17 | 7.29 | -12.73 | -14.5 |
| 2023 | 10.21 | -2.35 | -5.49 | -0.63 | -0.59 | 9.7 | 2.43 | -1.81 | -4.49 | -3.46 | 8.2 | 7.88 | 19.3 |
| 2024 | -0.82 | 4.89 | 2.54 | -4.81 | -7.3 |