Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SZCXX (The Saratoga Advantage Trust - U.S. Government Money Market Portfolio) | 1.03% | 1.57% | 1.96% | 1.18% | 0.59% | 0.39% | 0.29% | 0.23% |
Data as of 07/25/2025, AR inception is 02/17/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SZCXX (The Saratoga Advantage Trust - U.S. Government Money Market Portfolio) | 02/17/1999 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.57 | 1.96 | 1.18 | 0.59 | 0.39 | 0.29 | 0.23 | 1.03 | 1.52 | 2.94 | 0.24 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | -2.77 | -2.13 | -1.77 | -2.32 | NA | NA | -5.18 | -1.72 | -9.66 | -1.60 | -4.98 | -15.46 | -64.10 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 0.58 | 0.66 | 0.52 | 0.37 | NA | NA | 0.23 | 0.71 | 0.52 | 0.83 | 0.23 | 0.00 | 0.00 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 1.66 | 2.13 | 1.28 | 0.64 | 0.43 | 0.32 | 0.25 | 1.02 | 1.79 | 2.88 | 0.69 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 02/17/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SZCXX (The Saratoga Advantage Trust - U.S. Government Money Market Portfolio) |
0.00%
Mar 1999 - Mar 2002 |
0.00%
Mar 1999 - Mar 2004 |
0.00%
Mar 1999 - Mar 2009 |
0.00%
Mar 1999 - Mar 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SZCXX (The Saratoga Advantage Trust - U.S. Government Money Market Portfolio) |
1.97%
Apr 2022 - Apr 2025 |
1.18%
Apr 2020 - Apr 2025 |
0.59%
Apr 2015 - Apr 2025 |
0.39%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison Chart