SLCGX
Saratoga Large Capitalization Growth-I
$31.92
-0.05 (-0.16%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 33.294M |
| 52 Week High | 31.97 |
| 52 Week Low | 21.368 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | SLCGX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 31.92 |
| Price Yesterday | 31.97 |
| Market Cap | 33.29 |
| YTD Return | 26.62% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0162 |
Overview
| 52 Week High | 31.97 |
|---|---|
| 52 Week Low | 21.37 |
| Market Cap | 33.29M |
| Shares Outstanding | 1.04M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 5.94% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 5.94% |
Returns Annualized
| One Day | -32.62% |
|---|---|
| Five Days | 129.02% |
| One Months | 96.94% |
| Three Months | 45.49% |
| Six Months | 60.97% |
| Nine Months | 57.46% |
| One Year | 41.85% |
| Three Years | 11.38% |
| Five Years | 18.20% |
| Ten Years | 15.28% |
| YTD | 58.08% |
| Since Inception | 8.76% |
Returns Total
| One Day | -0.16% |
|---|---|
| Five Days | 1.66% |
| One Month | 5.52% |
| Three Months | 9.65% |
| Six Months | 26.37% |
| Nine Months | 40.01% |
| One Year | 41.80% |
| Three Years | 37.95% |
| Five Years | 130.20% |
| Ten Years | 313.04% |
| YTD | 26.62% |
| Since Inception | 831.16% |
Yearly Returns
| 2024 | 26.62% |
|---|---|
| 2023 | 38.71% |
| 2022 | -28.73% |
| 2021 | 32.26% |
| 2020 | 28.69% |
| 2019 | 26.52% |
| 2018 | -0.53% |
| 2017 | 30.35% |
| 2016 | 0.00% |
| 2015 | 10.06% |
Risk against SP-DA
| Alpha | 7.53% |
|---|---|
| Beta | 1.24 |
| Correlation | 94.66% |
| Downside Deviation | 2.93% |
| Coefficient of determination | 89.60% |
| Standard Deviation | 4.22% |
| Sharpe Ratio | 0.9 |
| Sortino | 4.48 |
| Treynor | 29.41 |
| Ulcer Index | 2.82 |
| Ulcer Performance Index | 4.66 |