SLGYX
Saratoga Large Capitalization Growth-A
$26.34
-0.04 (-0.15%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 33.292M |
| 52 Week High | 26.38 |
| 52 Week Low | 17.678 |
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Key Data
| Symbol | SLGYX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 26.34 |
| Price Yesterday | 26.38 |
| Market Cap | 33.29 |
| YTD Return | 26.39% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.004 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.0202 |
Overview
| 52 Week High | 26.38 |
|---|---|
| 52 Week Low | 17.68 |
| Market Cap | 33.29M |
| Shares Outstanding | 1.26M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 7.20% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 7.20% |
Returns Annualized
| One Day | -31.80% |
|---|---|
| Five Days | 125.00% |
| One Months | 96.14% |
| Three Months | 45.03% |
| Six Months | 60.25% |
| Nine Months | 56.85% |
| One Year | 41.30% |
| Three Years | 10.94% |
| Five Years | 17.73% |
| Ten Years | 14.82% |
| YTD | 57.53% |
| Since Inception | 11.60% |
Returns Total
| One Day | -0.15% |
|---|---|
| Five Days | 1.62% |
| One Month | 5.49% |
| Three Months | 9.57% |
| Six Months | 26.09% |
| Nine Months | 39.61% |
| One Year | 41.26% |
| Three Years | 36.33% |
| Five Years | 125.69% |
| Ten Years | 296.87% |
| YTD | 26.39% |
| Since Inception | 640.93% |
Yearly Returns
| 2024 | 26.39% |
|---|---|
| 2023 | 38.10% |
| 2022 | -28.99% |
| 2021 | 31.72% |
| 2020 | 28.21% |
| 2019 | 25.98% |
| 2018 | -0.90% |
| 2017 | 29.85% |
| 2016 | -0.42% |
| 2015 | 9.59% |
Risk against SP-DA
| Alpha | 6.88% |
|---|---|
| Beta | 1.24 |
| Correlation | 94.80% |
| Downside Deviation | 2.96% |
| Coefficient of determination | 89.88% |
| Standard Deviation | 4.22% |
| Sharpe Ratio | 0.86 |
| Sortino | 4.26 |
| Treynor | 28.87 |
| Ulcer Index | 2.85 |
| Ulcer Performance Index | 4.42 |