Saratoga Large Capitalization Value Portfolio
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1998 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| 1999 | -2.11 | -1.15 | 2.08 | 9.28 | -1.77 | 2.26 | -4.97 | -2.42 | -2.78 | 4.86 | -1.34 | -11.14 | -10.1 |
| 2000 | -3.16 | -8.9 | 10.69 | 1.4 | 0.55 | -3.18 | -1.87 | 5.3 | 0.11 | 6.29 | -1.7 | 2.77 | 7.1 |
| 2001 | 2.8 | -2.28 | -1.57 | 4.58 | 2.46 | -4.37 | -0.8 | -4.26 | -4.87 | -1.33 | 5.24 | -8.46 | -13 |
| 2002 | -3.92 | -3.17 | 5.66 | -6.25 | -2.16 | -8.57 | -11.07 | 0.8 | -11.96 | 7.37 | 7.04 | -5.71 | -29.5 |
| 2003 | -1 | -2.85 | 0.86 | 8.55 | 6.62 | -0.15 | 1.63 | 2.91 | -1.49 | 6.11 | 0.81 | 5.64 | 30.5 |
| 2004 | 1.91 | 1.44 | -2.28 | -2.89 | 1.81 | 3.06 | -2.47 | -0.76 | 1.79 | 0.88 | 3.48 | 2.04 | 8 |
| 2005 | -2.41 | 4.64 | -3.11 | -3.09 | 2.52 | 1.08 | 3.08 | -1.21 | 1.45 | -2.52 | 3.94 | 0.85 | 4.9 |
| 2006 | 2.3 | 0.38 | 1.69 | 2.79 | -3.87 | -0.44 | 0.49 | 2.07 | 3.04 | 2.84 | 2.41 | 2.67 | 17.4 |
| 2007 | 0.38 | -2.82 | 0.2 | 4.22 | 3.81 | -2.67 | -4.42 | -0.83 | 2.9 | -3.1 | -6.11 | -1.73 | -10.3 |
| 2008 | -4.96 | -6.98 | -6.52 | 4.88 | -1.86 | -12.9 | -1.42 | 0.93 | -14.21 | -18.63 | -6.99 | -0.01 | -52.1 |
| 2009 | -2.26 | -9.25 | 9 | 10.18 | 6.49 | 0.12 | 5.5 | 4.22 | 4.37 | -2.65 | 2.73 | 4.18 | 35.8 |
| 2010 | -1.76 | 3.09 | 5.22 | 0.37 | -8.33 | -6.29 | 6.29 | -7.32 | 9.96 | 4.43 | 1.98 | 7.21 | 13.6 |
| 2011 | 3.79 | 2.99 | 0.08 | 2.34 | -1.73 | -0.72 | -3.47 | -10.7 | -11.33 | 14.78 | 0.83 | -1.19 | -6.6 |
| 2012 | 5.08 | 5.62 | 0.42 | -1.33 | -9.57 | 2.88 | 2.35 | 4.59 | 2.7 | -0.9 | 2.24 | 2.19 | 16.4 |
| 2013 | 5.63 | 0.15 | 4.05 | 0.94 | 3.43 | -1.66 | 4.91 | -2.47 | 6.79 | 3.85 | 4.21 | 4.1 | 39.1 |
| 2014 | -2.17 | 7.4 | -0.54 | -1.04 | 3.86 | 5.52 | -4.17 | 3.04 | -4.89 | 2.68 | 2.97 | -1.47 | 10.9 |
| 2015 | -3.44 | 5.32 | 1.77 | 1.19 | 1.18 | -3.54 | 0.2 | -6.48 | -7.84 | 6 | 1.65 | -2.96 | -7.7 |
| 2016 | -10.46 | 0.32 | 7.7 | -0.06 | 3.61 | -3.88 | 6.18 | -1.23 | -2.21 | -1.1 | 7.61 | 2.83 | 8.1 |
| 2017 | -0.42 | 2.82 | 0.05 | -0.57 | -1.3 | 3.21 | 2.35 | -0.7 | 1.61 | -0.54 | 0.94 | -0.05 | 7.5 |
| 2018 | 2.65 | -6.1 | -3.02 | -0.64 | 2.5 | 0 | 3.18 | 2.25 | -1.02 | -9.78 | 3.55 | -12.03 | -18.3 |
| 2019 | 13.25 | 2.86 | 0.12 | 5.25 | -7.1 | 8.52 | -0.23 | -1.4 | 2.72 | 2.25 | 6.42 | 2.54 | 39.5 |
| 2020 | 4.32 | 3.49 | 0.93 | 4.99 | 17.17 | -22.04 | -9.83 | -3.41 | -3.68 | 4.94 | 11.89 | 3.81 | 6.9 |
| 2021 | -22.05 | 4.53 | 38.84 | 4.95 | 0.57 | -0.4 | 0.04 | 2.11 | -2.58 | 5.71 | -3.78 | -19.66 | -3.3 |
| 2022 | -4.19 | 2.4 | 1.83 | -7 | 0.59 | -5.82 | 9.47 | -2.64 | -8.99 | 6.08 | 7.17 | -15.74 | -18.2 |
| 2023 | 10.13 | -2.44 | -5.57 | -0.72 | -0.67 | 9.58 | 2.34 | -1.85 | -4.55 | -3.6 | 8.13 | 7.41 | 17.7 |
| 2024 | -0.93 | 4.82 | 2.5 | -5.75 | -14.9 |