Saratoga

Statistics as of Apr 02, 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 Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets ▲6M Money Flow
Muni National Interm
Expense Ratio
4.49%
TTM Yield
1.2%
3yr Sharpe
-1.52
YTD Return
0.0%
3yr Return
0.7%
1yr Return
0.8%
Total Assets
$460K
6M Money Flow
-$112K
Moderate Allocation
Expense Ratio
1.95%
TTM Yield
2.4%
3yr Sharpe
0.03
YTD Return
-1.0%
3yr Return
15.4%
1yr Return
5.0%
Total Assets
$819K
6M Money Flow
-$48K
Moderate Allocation
Expense Ratio
2.16%
TTM Yield
1.9%
3yr Sharpe
0.03
YTD Return
-1.2%
3yr Return
15.3%
1yr Return
4.5%
Total Assets
$1M
6M Money Flow
$13K
Natural Resources
Expense Ratio
3.40%
TTM Yield
3.0%
3yr Sharpe
-0.13
YTD Return
6.0%
3yr Return
4.0%
1yr Return
-7.4%
Total Assets
$1M
6M Money Flow
-$148K
Financial
Expense Ratio
3.88%
TTM Yield
0.0%
3yr Sharpe
0.16
YTD Return
1.2%
3yr Return
25.6%
1yr Return
17.4%
Total Assets
$1M
6M Money Flow
-$218K
Moderately Aggressive Allocation
Expense Ratio
2.28%
TTM Yield
1.6%
3yr Sharpe
0.05
YTD Return
-1.7%
3yr Return
16.3%
1yr Return
4.2%
Total Assets
$1M
6M Money Flow
$16K
Moderate Allocation
Expense Ratio
2.08%
TTM Yield
1.9%
3yr Sharpe
0.02
YTD Return
-1.2%
3yr Return
15.0%
1yr Return
4.8%
Total Assets
$2M
6M Money Flow
$111K
Moderately Conservative Allocation
Expense Ratio
1.72%
TTM Yield
2.4%
3yr Sharpe
-0.09
YTD Return
-0.1%
3yr Return
12.0%
1yr Return
5.4%
Total Assets
$3M
6M Money Flow
-$52K
Foreign Large Blend
Expense Ratio
2.40%
TTM Yield
0.6%
3yr Sharpe
-0.02
YTD Return
9.6%
3yr Return
11.3%
1yr Return
11.1%
Total Assets
$3M
6M Money Flow
-$538K
Small Blend
Expense Ratio
1.88%
TTM Yield
0.0%
3yr Sharpe
-0.21
YTD Return
-9.6%
3yr Return
1.3%
1yr Return
-6.4%
Total Assets
$6M
6M Money Flow
-$783K
Short-Term Bond
Expense Ratio
1.48%
TTM Yield
2.1%
3yr Sharpe
-0.81
YTD Return
2.6%
3yr Return
5.6%
1yr Return
4.8%
Total Assets
$10M
6M Money Flow
-$1M
Health
Expense Ratio
2.32%
TTM Yield
0.0%
3yr Sharpe
-0.15
YTD Return
3.8%
3yr Return
6.3%
1yr Return
1.6%
Total Assets
$10M
6M Money Flow
-$1M
Mid-Cap Blend
Expense Ratio
1.63%
TTM Yield
0.0%
3yr Sharpe
0.11
YTD Return
-3.5%
3yr Return
20.7%
1yr Return
3.4%
Total Assets
$11M
6M Money Flow
-$2M
Mid-Cap Blend
Expense Ratio
1.88%
TTM Yield
0.0%
3yr Sharpe
0.08
YTD Return
0.3%
3yr Return
19.6%
1yr Return
2.3%
Total Assets
$18M
6M Money Flow
-$2M
Large Growth
Expense Ratio
1.70%
TTM Yield
0.0%
3yr Sharpe
0.37
YTD Return
-7.1%
3yr Return
42.1%
1yr Return
14.1%
Total Assets
$33M
6M Money Flow
-$2M
Technology
Expense Ratio
2.22%
TTM Yield
0.0%
3yr Sharpe
0.13
YTD Return
-6.9%
3yr Return
23.3%
1yr Return
0.5%
Total Assets
$38M
6M Money Flow
-$4M