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Saratoga International Equity C (SIECX)
9.73
-0.07
(-0.71%)
At close: 8:02:13 PM EDT
Fund Summary
The fund will normally invest at least 80% of its total assets in the equity securities of companies located outside of the United States. Equity securities consist of common stock and other securities such as depositary receipts. Under normal market conditions, at least 65% of its assets will be invested in securities of issuers located in at least three foreign countries (generally in excess of three), which may include countries with developing and emerging economies.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 18.75% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 15 |
| Number of Years Down | 10 |
Performance & Risk
| YTD Return | 0.00% |
| 5y Average Return | 10.15% |
| Rank in Category (ytd) | 8 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.10 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SIECX | Category Average | SIECX | Category Average | SIECX | Category Average | |
| Alpha | -1.2 | -0.01 | -0.01 | -0.01 | -3.29 | 0.01 |
| BETA | 1.1 | 0.01 | 1.07 | 0.01 | 1.1 | 0.01 |
| Mean Annual Return | 0.38 | 0.01 | 1.02 | 0.01 | 0.26 | 0.01 |
| R-squared | 91.06 | 0.95 | 89.42 | 0.94 | 91.51 | 0.93 |
| Standard Deviation | 18.61 | 0.18 | 17.47 | 0.15 | 17.31 | 0.15 |
| Sharpe Ratio | 0 | 0 | 0.54 | 0.01 | 0.07 | 0 |
| Treynor Ratio | -1.54 | 0.07 | 7.88 | 0.09 | -0.32 | 0.05 |
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