NasdaqGM - Delayed Quote USD
Saratoga Moderately Agrsv Bal Allc I (SAMIX)
11.14
+0.10
+(0.91%)
As of 8:07:12 AM EDT. Market Open.
Fund Summary
The Portfolio's main investment strategy is to invest in other Saratoga Advantage Trust mutual funds (the "Saratoga Funds") and/or unaffiliated registered investment companies and exchange-traded funds ("ETFs") (together with the Saratoga Funds, the "underlying funds"). It will invest in equity, fixed income and alternative instruments through its investments in the underlying funds.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 17.86% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -6.36% |
| 5y Average Return | 8.51% |
| Rank in Category (ytd) | 85 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.85 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SAMIX | Category Average | SAMIX | Category Average | SAMIX | Category Average | |
| Alpha | 0.59 | -0.01 | 2.13 | -0.01 | -- | -0 |
| BETA | 0.85 | 0.01 | 0.91 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.43 | 0.01 | 0.89 | 0.01 | -- | 0.01 |
| R-squared | 87.88 | 0.93 | 90.02 | 0.92 | -- | 0.92 |
| Standard Deviation | 11.34 | 0.13 | 11.05 | 0.1 | -- | 0.09 |
| Sharpe Ratio | 0.06 | 0.01 | 0.71 | 0.01 | -- | 0.01 |
| Treynor Ratio | 0.01 | 0.09 | 8.55 | 0.09 | -- | 0.07 |
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