SSCPX
Saratoga Small Capitalization -I
$7.22
-0.04 (-0.55%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap |
|---|---|
| Market Cap | 6.809M |
| 52 Week High | 7.7 |
| 52 Week Low | 5.67 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | SSCPX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap |
| Price | 7.22 |
| Price Yesterday | 7.26 |
| Market Cap | 6.81 |
| YTD Return | 3.29% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0183 |
Overview
| 52 Week High | 7.70 |
|---|---|
| 52 Week Low | 5.67 |
| Market Cap | 6.81M |
| Shares Outstanding | 0.94M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | -75.18% |
|---|---|
| Five Days | -29.40% |
| One Months | -11.46% |
| Three Months | -13.88% |
| Six Months | 11.96% |
| Nine Months | 27.79% |
| One Year | 14.26% |
| Three Years | 2.32% |
| Five Years | 10.83% |
| Ten Years | 6.42% |
| YTD | 6.48% |
| Since Inception | 7.33% |
Returns Total
| One Day | -0.55% |
|---|---|
| Five Days | -0.69% |
| One Month | -0.96% |
| Three Months | -3.60% |
| Six Months | 5.71% |
| Nine Months | 19.93% |
| One Year | 14.24% |
| Three Years | 7.07% |
| Five Years | 66.98% |
| Ten Years | 86.03% |
| YTD | 3.29% |
| Since Inception | 555.17% |
Yearly Returns
| 2024 | 3.29% |
|---|---|
| 2023 | 15.16% |
| 2022 | -17.45% |
| 2021 | 24.52% |
| 2020 | 25.37% |
| 2019 | 23.72% |
| 2018 | -16.33% |
| 2017 | 15.60% |
| 2016 | 13.10% |
| 2015 | -9.66% |
Risk against SP-DA
| Alpha | -17.25% |
|---|---|
| Beta | 1.12 |
| Correlation | 68.76% |
| Downside Deviation | 3.78% |
| Coefficient of determination | 47.28% |
| Standard Deviation | 5.24% |
| Sharpe Ratio | -0.8 |
| Sortino | -3.83 |
| Treynor | 7.93 |
| Ulcer Index | 6.18 |
| Ulcer Performance Index | -2.34 |