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The Saratoga Advantage Trust - U.S. Government Money Market Portfolio SGMXX
1.00 0.00 (0.00%) Jul 28, 2025

  • Overview
  • Returns
  • Calculators

Overview


  • 7-Day Yield 2.84%
  • 1-Year Return 2.14%
  • Total Assets 4.175 M
  • Money Market Type Government
  • Class Institutional
  • Expense Ratio
  • Min. Initial Investment 10000
  • Inception Date Nov 17, 1997


Return


The Saratoga Advantage Trust - U.S. Government Money Market Portfolio (SGMXX) Historical Returns And Risk Info

From 11/17/1997 to 07/28/2025, the compound annualized total return (dividend reinvested) of The Saratoga Advantage Trust - U.S. Government Money Market Portfolio (SGMXX) is 0.293%. Its cumulative total return (dividend reinvested) is 8.34%.

From 11/17/1997 to 07/28/2025, the Maximum Drawdown of The Saratoga Advantage Trust - U.S. Government Money Market Portfolio (SGMXX) is 0.0%.

From 11/17/1997 to 07/28/2025, the Sharpe Ratio of The Saratoga Advantage Trust - U.S. Government Money Market Portfolio (SGMXX) is -4.0.

From 11/17/1997 to 07/28/2025, the Annualized Standard Deviation of The Saratoga Advantage Trust - U.S. Government Money Market Portfolio (SGMXX) is 0.3%.

From 11/17/1997 to 07/28/2025, the Beta of The Saratoga Advantage Trust - U.S. Government Money Market Portfolio (SGMXX) is 0.24.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
SGMXX (The Saratoga Advantage Trust - U.S. Government Money Market Portfolio) 1.37% 2.14% 2.69% 1.61% 0.80% 0.54% 0.40% 0.30%
CASH 1.70% 3.14% 3.36% 2.08% 1.44% 0.97% 1.16% 1.52%
Data as of 07/28/2025, AR inception is 11/17/1997

Return Calculator for The Saratoga Advantage Trust - U.S. Government Money Market Portfolio (SGMXX)

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The Saratoga Advantage Trust - U.S. Government Money Market Portfolio (SGMXX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for The Saratoga Advantage Trust - U.S. Government Money Market Portfolio (SGMXX)

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Retirement Spending Calculator for The Saratoga Advantage Trust - U.S. Government Money Market Portfolio (SGMXX)

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