SPMAX vs. VOO

The year-to-date returns for both investments are quite close, with SPMAX having a 4.00% return and VOO slightly higher at 4.06%. Over the past 10 years, SPMAX has underperformed VOO with an annualized return of -1.15%, while VOO has yielded a comparatively higher 13.30% annualized return.

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SPMAX has a 2.06% expense ratio, which is higher than VOO's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Saratoga Mid Capitalization Portfolio (SPMAX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current SPMAX Sharpe Ratio is 0.07, which is lower than the VOO Sharpe Ratio of 1.98. The chart below compares the historical Sharpe Ratios of SPMAX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SPMAX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.20%.

The maximum SPMAX drawdown since its inception was -60.17%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SPMAX and VOO. For additional features, visit the drawdowns tool.

Saratoga Mid Capitalization Portfolio (SPMAX) has a higher volatility of 5.20% compared to Vanguard S&P 500 ETF (VOO) at 3.13%. This indicates that SPMAX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.