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Saratoga Advantage Trust: Health & Biotechnology Portfolio - Class I: (MF: SBHIX)

(NASDAQ Mutual Funds) As of Jun 12, 2026 05:29 PM ET

$26.40 USD

-0.02 (-0.08%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD -0.77 42
3 months -6.72 85
6 months -3.11 55
1 Year 15.81 73
3 Year 8.42 42
5 Year 5.41 35
10 Year 5.88 94

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -31.49
Bull Market (2/09 - 3/21) 562.84

Load Adjusted Returns as of May 31, 2026

1 Year 14.70
5 Year 6.55
10 Year 6.58
Since Inception 8.28

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.73 NA NA NA
2025 3.58 -0.76 2.75 11.67
2024 5.77 -0.20 5.18 -9.30
2023 -5.01 1.46 -2.14 6.06
2022 -0.24 -6.16 -4.86 15.00
2021 4.55 6.84 -1.58 6.57

Annual Return

20262025202420232022202120202019201820172016
% Total Return -0.7717.950.690.032.4117.164.0216.62-5.0312.34-1.55
% Total Return Rel to Index -7.05-0.26-24.32-26.2120.62-11.51-14.37-14.86-0.63-9.44-13.48
% Total Return Rel to Peer 1.51-2.71-1.92-5.7311.838.47-17.25-10.05-5.15-9.779.22
% Perf Quintile vs Peer* 2.002.004.005.001.002.005.005.005.005.001.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.780.251.021.270.792.580.914.064.233.11
Expense Ratio 2.602.602.322.422.502.141.911.821.931.901.81

* 1 = Top 20%, 5 = Bottom 20%