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Nasdaq - Delayed Quote USD

Saratoga Moderate Balanced Allc A (SMPAX)

11.83
-0.02
(-0.17%)
At close: 8:02:13 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.08%
5y Average Return 8.95%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (May 2, 2025) 16.98%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 16.98%
Worst 3Y Total Return 3.50%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SMPAX
Category
YTD
-2.19%
9.69%
1-Month
-3.25%
0.91%
3-Month
-2.19%
5.21%
1-Year
2.58%
27.06%
3-Year
4.28%
11.00%
5-Year
9.77%
10.26%
10-Year
0.00%
8.34%
Last Bull Market
12.06%
15.58%
Last Bear Market
-9.52%
-12.16%

Annual Total Return (%) History

Year
SMPAX
Category
2025
--
--
2024
11.05%
--
2023
13.04%
--
2022
-10.62%
--
2021
13.17%
--
2020
9.59%
11.72%
2019
16.98%
19.23%
2018
-5.17%
-5.76%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.19% -- -- --
2024 5.89% -0.43% 4.81% 0.49%
2023 2.60% 3.71% -1.88% 8.28%
2022 -3.21% -9.52% -2.22% 4.39%
2021 4.88% 4.14% -0.81% 4.47%
2020 -14.60% 12.37% 4.30% 9.49%
2019 7.72% 2.32% 0.79% 5.30%
2018 -1.90% 2.14% 4.39% -9.34%

Rank in Category (By Total Return)

YTD 84
1-Month 69
3-Month 84
1-Year 92
3-Year 49
5-Year 54

Load Adjusted Returns

1-Year -3.32%
3-Year 2.24%
5-Year 8.48%
10-Year --

Performance & Risk

YTD Return -0.08%
5y Average Return 8.95%
Rank in Category (ytd) 84
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Saratoga
Net Assets 2.24M
YTD Return -2.19%
Yield 1.68%
Morningstar Rating
Inception Date Dec 29, 2017

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.

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