Saratoga

Statistics as of May 27, 2025

Search , , ,

in

Further filter by keywords:
Found total of 16 distinct funds
Download top 1000 CSV
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 Assets6M Money Flow
Large Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.67
YTD Return
3.1%
3yr Return
81.6%
1yr Return
21.0%
Total Assets
$37M
6M Money Flow
-$2M
Mid-Cap Blend
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.27
YTD Return
7.6%
3yr Return
35.5%
1yr Return
11.1%
Total Assets
$19M
6M Money Flow
-$3M
Mid-Cap Blend
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.16
YTD Return
-2.2%
3yr Return
25.6%
1yr Return
7.1%
Total Assets
$11M
6M Money Flow
-$2M
Small Blend
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-0.05
YTD Return
-5.4%
3yr Return
13.9%
1yr Return
-1.5%
Total Assets
$6M
6M Money Flow
-$1M
Foreign Large Blend
Expense Ratio
0.00%
TTM Yield
0.6%
3yr Sharpe
0.22
YTD Return
18.5%
3yr Return
27.9%
1yr Return
17.9%
Total Assets
$3M
6M Money Flow
-$650K
Technology
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.36
YTD Return
-0.6%
3yr Return
51.1%
1yr Return
6.7%
Total Assets
$39M
6M Money Flow
-$4M
Financial
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.29
YTD Return
1.9%
3yr Return
34.8%
1yr Return
19.5%
Total Assets
$1M
6M Money Flow
-$262K
Health
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-0.09
YTD Return
0.8%
3yr Return
5.4%
1yr Return
-0.9%
Total Assets
$10M
6M Money Flow
-$1M
Natural Resources
Expense Ratio
0.00%
TTM Yield
3.2%
3yr Sharpe
-0.24
YTD Return
-2.3%
3yr Return
-8.2%
1yr Return
-13.7%
Total Assets
$993K
6M Money Flow
-$184K
Moderately Conservative Allocation
Expense Ratio
0.00%
TTM Yield
2.3%
3yr Sharpe
0.15
YTD Return
2.6%
3yr Return
19.3%
1yr Return
8.0%
Total Assets
$3M
6M Money Flow
-$46K
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
1.9%
3yr Sharpe
0.22
YTD Return
2.4%
3yr Return
24.6%
1yr Return
8.2%
Total Assets
$2M
6M Money Flow
$108K
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
1.8%
3yr Sharpe
0.22
YTD Return
2.4%
3yr Return
25.1%
1yr Return
8.0%
Total Assets
$1M
6M Money Flow
$20K
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.3%
3yr Sharpe
0.24
YTD Return
2.5%
3yr Return
24.6%
1yr Return
8.3%
Total Assets
$866K
6M Money Flow
-$25K
Moderately Aggressive Allocation
Expense Ratio
0.00%
TTM Yield
1.6%
3yr Sharpe
0.23
YTD Return
2.1%
3yr Return
27.1%
1yr Return
7.9%
Total Assets
$2M
6M Money Flow
$56K
Short-Term Bond
Expense Ratio
0.00%
TTM Yield
2.1%
3yr Sharpe
-0.69
YTD Return
2.2%
3yr Return
5.2%
1yr Return
4.8%
Total Assets
$9M
6M Money Flow
-$1M
Muni National Interm
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
-1.47
YTD Return
-0.8%
3yr Return
0.1%
1yr Return
0.7%
Total Assets
$290K
6M Money Flow
-$102K