Saratoga Large Capitalization Value Portfolio
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2006 | 0 | 0 | 1.74 | 2.82 | -3.77 | -0.41 | 0.56 | 2.13 | 3.08 | 2.9 | 2.44 | 2.73 | 0 |
| 2007 | 0.4 | -2.76 | 0.23 | 4.3 | 3.86 | -2.62 | -4.38 | -0.77 | 2.97 | -3.11 | -6.05 | -1.67 | -9.7 |
| 2008 | -4.92 | -6.92 | -6.46 | 4.91 | -1.85 | -12.89 | -1.31 | 1.01 | -14.22 | -18.56 | -6.86 | 0.14 | -51.8 |
| 2009 | -2.19 | -9.34 | 9.07 | 10.2 | 6.51 | 0.21 | 5.57 | 4.26 | 4.38 | -2.52 | 2.77 | 4.28 | 36.5 |
| 2010 | -1.69 | 2.99 | 5.29 | 0.42 | -8.25 | -6.18 | 6.29 | -7.38 | 10.13 | 4.46 | 2.05 | 7.2 | 14.2 |
| 2011 | 3.91 | 3.01 | 0.07 | 2.48 | -1.71 | -0.72 | -3.43 | -10.65 | -11.33 | 14.97 | 0.83 | -1.07 | -6 |
| 2012 | 5.07 | 5.7 | 0.45 | -1.27 | -9.51 | 2.92 | 2.43 | 4.67 | 2.65 | -0.81 | 2.45 | 2.32 | 17.4 |
| 2013 | 5.67 | 0.2 | 4.01 | 1.03 | 3.5 | -1.66 | 5 | -2.44 | 6.84 | 3.94 | 4.23 | 4.15 | 39.9 |
| 2014 | -2.08 | 7.4 | -0.48 | -0.97 | 3.91 | 5.55 | -4.15 | 3.12 | -4.83 | 2.51 | 3.01 | -1.3 | 11.5 |
| 2015 | -3.41 | 5.37 | 1.83 | 1.27 | 1.26 | -3.51 | 0.22 | -6.42 | -7.8 | 6.05 | 1.69 | -2.89 | -7.1 |
| 2016 | -10.42 | 0.39 | 7.74 | 0 | 3.62 | -3.79 | 6.22 | -1.22 | -2.13 | -1.06 | 7.66 | 2.89 | 8.7 |
| 2017 | -0.37 | 2.87 | 0.09 | -0.49 | -1.26 | 3.25 | 2.44 | -0.69 | 1.65 | -0.51 | 1.03 | 0 | 8.2 |
| 2018 | 2.72 | -6.11 | -2.97 | -0.59 | 2.58 | 0.05 | 3.24 | 2.29 | -0.96 | -9.75 | 3.58 | -11.96 | -17.8 |
| 2019 | 13.28 | 2.88 | 0.21 | 5.27 | -7.07 | 8.61 | -0.19 | -1.32 | 2.72 | 2.31 | 6.48 | 2.6 | 40.3 |
| 2020 | -3.31 | -9.79 | -21.99 | 17.19 | 5.07 | 0.98 | 3.51 | 4.42 | -3.67 | 5.03 | 11.9 | 3.86 | 7.5 |
| 2021 | -17.52 | 4.56 | 4.89 | 31.56 | 0.61 | -0.37 | 0.1 | 2.18 | -2.52 | 5.75 | -3.72 | -15.06 | 2.8 |
| 2022 | -4.12 | 2.43 | 1.86 | -6.96 | 0.67 | -5.77 | 9.47 | -2.54 | -8.96 | 6.12 | 7.22 | -13.31 | -15.4 |
| 2023 | 10.16 | -2.38 | -5.52 | -0.63 | -0.68 | 9.67 | 2.42 | -1.84 | -4.53 | -3.48 | 8.12 | 7.8 | 18.8 |
| 2024 | -0.85 | 4.84 | 2.53 | -5.7 | -9 |