Saratoga Large Capitalization Growth Portfolio (SLCGX)
The investment seeks capital appreciation. The Portfolio will normally invest at least 80% of its total assets in a portfolio of equity securities issued by U.S. issuers with total market capitalizations of $5 billion or more. Equity securities include common stocks, preferred stocks, securities convertible into common stock and warrants. Under adverse market conditions, it may also make temporary investments in investment grade debt securities.
Fund Info
US8034315015
803431501
Sep 1, 1994
$250
Large-Cap
Growth
Expense Ratio
SLCGX has a high expense ratio of 1.34%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Saratoga Large Capitalization Growth Portfolio (SLCGX) returned 3.36% year-to-date (YTD) and 23.75% over the past 12 months. Over the past 10 years, SLCGX delivered an annualized return of 15.46%, outperforming the S&P 500 benchmark at 10.85%.
SLCGX
3.36%
9.59%
1.85%
23.75%
22.30%
19.05%
15.46%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of SLCGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.06% | -4.98% | -8.82% | 3.62% | 9.59% | 3.36% | |||||||
| 2024 | 4.05% | 7.66% | 3.12% | -4.22% | 6.31% | 5.30% | -2.59% | 3.49% | 3.46% | 1.04% | 9.39% | -1.46% | 40.67% |
| 2023 | 8.02% | 0.43% | 5.37% | -0.49% | 3.73% | 6.10% | 2.94% | -1.51% | -3.58% | -1.59% | 10.69% | 4.12% | 38.79% |
| 2022 | -9.68% | -3.50% | 4.60% | -11.25% | -2.90% | -7.99% | 12.63% | -3.00% | -9.42% | 5.46% | 2.79% | -8.15% | -28.77% |
| 2021 | 1.06% | 0.36% | 4.09% | 4.83% | -0.59% | 6.16% | 2.65% | 4.28% | -5.80% | 8.48% | 1.17% | 2.59% | 32.60% |
| 2020 | 1.03% | -7.39% | -9.95% | 14.66% | 6.17% | 4.14% | 6.59% | 7.76% | -4.37% | -2.74% | 7.22% | 5.17% | 28.67% |
| 2019 | 7.85% | 3.25% | 0.88% | 3.78% | -7.25% | 6.35% | 1.54% | -2.20% | -0.45% | 2.59% | 5.69% | 2.70% | 26.59% |
| 2018 | 6.99% | -3.13% | -2.75% | 2.16% | 4.93% | 0.38% | 2.43% | 6.93% | 1.30% | -8.56% | -0.41% | -9.00% | -0.28% |
| 2017 | 2.78% | 3.83% | 1.60% | 1.75% | 1.59% | -0.66% | 3.45% | 2.37% | 2.04% | 4.50% | 3.06% | 0.58% | 30.32% |
| 2016 | -5.92% | -0.32% | 4.64% | -1.03% | 1.51% | -0.38% | 3.51% | -0.89% | 0.04% | -2.16% | 1.44% | 0.02% | 0.06% |
| 2015 | -2.02% | 7.10% | -1.93% | 1.64% | 0.61% | -2.49% | 5.91% | -6.33% | -1.73% | 10.17% | 1.15% | -1.21% | 10.14% |
| 2014 | -2.35% | 3.68% | -1.14% | -1.24% | 3.47% | 1.60% | -2.11% | 4.08% | -0.41% | 2.65% | 4.94% | -1.43% | 11.93% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SLCGX is 69, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Saratoga Large Capitalization Growth Portfolio (SLCGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Saratoga Large Capitalization Growth Portfolio provided a 23.00% dividend yield over the last twelve months, with an annual payout of $6.86 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $6.86 | $6.86 | $1.90 | $1.48 | $6.82 | $2.45 | $3.67 | $5.40 | $1.55 | $5.15 | $2.72 | $1.35 |
Dividend yield | 23.00% | 23.77% | 7.52% | 7.55% | 23.16% | 8.91% | 15.75% | 25.22% | 5.81% | 23.83% | 10.21% | 5.04% |
Monthly Dividends
The table displays the monthly dividend distributions for Saratoga Large Capitalization Growth Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.86 | $6.86 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.90 | $1.90 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.48 | $1.48 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.82 | $6.82 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.45 | $2.45 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.67 | $3.67 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.40 | $5.40 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.55 | $1.55 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.15 | $5.15 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.72 | $2.72 |
| 2014 | $1.35 | $1.35 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Saratoga Large Capitalization Growth Portfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Saratoga Large Capitalization Growth Portfolio was 70.32%, occurring on Mar 9, 2009. Recovery took 1212 trading sessions.
The current Saratoga Large Capitalization Growth Portfolio drawdown is 3.65%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -70.32% | Mar 27, 2000 | 2245 | Mar 9, 2009 | 1212 | Dec 31, 2013 | 3457 |
| -31.16% | Feb 20, 2020 | 23 | Mar 23, 2020 | 55 | Jun 10, 2020 | 78 |
| -31.13% | Dec 28, 2021 | 258 | Jan 5, 2023 | 259 | Jan 18, 2024 | 517 |
| -25.8% | Jul 21, 1998 | 58 | Oct 8, 1998 | 32 | Nov 23, 1998 | 90 |
| -24.17% | Feb 14, 2025 | 37 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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