Saratoga

Statistics as of May 01, 2025

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Found total of 16 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield ▲3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Technology
Expense Ratio
2.22%
TTM Yield
0.0%
3yr Sharpe
0.36
YTD Return
-7.5%
3yr Return
39.2%
1yr Return
6.3%
Total Assets
$37M
6M Money Flow
-$4M
Large Growth
Expense Ratio
1.70%
TTM Yield
0.0%
3yr Sharpe
0.67
YTD Return
-4.7%
3yr Return
64.2%
1yr Return
21.5%
Total Assets
$34M
6M Money Flow
-$2M
Mid-Cap Blend
Expense Ratio
1.88%
TTM Yield
0.0%
3yr Sharpe
0.27
YTD Return
1.9%
3yr Return
30.8%
1yr Return
7.6%
Total Assets
$18M
6M Money Flow
-$3M
Health
Expense Ratio
2.32%
TTM Yield
0.0%
3yr Sharpe
-0.09
YTD Return
1.2%
3yr Return
8.8%
1yr Return
0.9%
Total Assets
$10M
6M Money Flow
-$1M
Mid-Cap Blend
Expense Ratio
1.63%
TTM Yield
0.0%
3yr Sharpe
0.16
YTD Return
-7.2%
3yr Return
24.0%
1yr Return
4.8%
Total Assets
$10M
6M Money Flow
-$2M
Small Blend
Expense Ratio
1.88%
TTM Yield
0.0%
3yr Sharpe
-0.05
YTD Return
-10.6%
3yr Return
11.0%
1yr Return
-4.1%
Total Assets
$5M
6M Money Flow
-$1M
Financial
Expense Ratio
3.88%
TTM Yield
0.0%
3yr Sharpe
0.29
YTD Return
-2.4%
3yr Return
33.2%
1yr Return
16.7%
Total Assets
$1M
6M Money Flow
-$262K
Foreign Large Blend
Expense Ratio
2.40%
TTM Yield
0.6%
3yr Sharpe
0.22
YTD Return
12.1%
3yr Return
25.6%
1yr Return
16.7%
Total Assets
$3M
6M Money Flow
-$650K
Muni National Interm
Expense Ratio
4.49%
TTM Yield
1.2%
3yr Sharpe
-1.47
YTD Return
-0.8%
3yr Return
0.3%
1yr Return
0.4%
Total Assets
$456K
6M Money Flow
-$102K
Moderately Aggressive Allocation
Expense Ratio
2.28%
TTM Yield
1.6%
3yr Sharpe
0.23
YTD Return
-2.0%
3yr Return
23.3%
1yr Return
7.0%
Total Assets
$1M
6M Money Flow
$56K
Moderate Allocation
Expense Ratio
2.16%
TTM Yield
1.9%
3yr Sharpe
0.22
YTD Return
-1.2%
3yr Return
21.8%
1yr Return
7.4%
Total Assets
$1M
6M Money Flow
$20K
Moderate Allocation
Expense Ratio
2.08%
TTM Yield
1.9%
3yr Sharpe
0.22
YTD Return
-1.0%
3yr Return
21.5%
1yr Return
7.8%
Total Assets
$2M
6M Money Flow
$108K
Short-Term Bond
Expense Ratio
1.48%
TTM Yield
2.1%
3yr Sharpe
-0.69
YTD Return
3.2%
3yr Return
6.5%
1yr Return
6.5%
Total Assets
$10M
6M Money Flow
-$1M
Moderately Conservative Allocation
Expense Ratio
1.72%
TTM Yield
2.4%
3yr Sharpe
0.15
YTD Return
0.5%
3yr Return
17.3%
1yr Return
8.1%
Total Assets
$3M
6M Money Flow
-$46K
Moderate Allocation
Expense Ratio
1.95%
TTM Yield
2.4%
3yr Sharpe
0.24
YTD Return
-0.6%
3yr Return
21.5%
1yr Return
8.0%
Total Assets
$839K
6M Money Flow
-$25K
Natural Resources
Expense Ratio
3.40%
TTM Yield
3.3%
3yr Sharpe
-0.24
YTD Return
-4.6%
3yr Return
-1.5%
1yr Return
-14.4%
Total Assets
$998K
6M Money Flow
-$184K