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Saratoga Advantage Tr Health & Biotechnology Port Cl A: (MF: SHPAX)

(NASDAQ Mutual Funds) As of Jun 8, 2026 06:14 PM ET

$21.21 USD

-0.29 (-1.35%)

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 Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD -1.45 30
3 months -3.00 39
6 months 5.19 31
1 Year 13.13 50
3 Year 5.85 47
5 Year 4.79 34
10 Year 5.61 96

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 32.56
Bear Market (10/07 - 2/09) -31.84
Bull Market (2/09 - 3/21) 514.61

Load Adjusted Returns as of Apr 30, 2026

1 Year 8.03
5 Year 4.94
10 Year 5.57
Since Inception 7.00

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.65 NA NA NA
2025 3.51 -0.87 2.64 11.55
2024 5.63 -0.29 5.10 -9.43
2023 -5.12 1.36 -2.27 6.01
2022 -0.33 -6.27 -4.95 14.89
2021 4.44 6.72 -1.68 6.48

Annual Return

20262025202420232022202120202019201820172016
% Total Return -1.4517.490.25-0.362.0016.693.6216.19-5.4711.93-1.96
% Total Return Rel to Index 4.99-0.72-24.77-26.6020.21-11.98-14.77-15.29-1.08-9.86-13.90
% Total Return Rel to Peer 4.67-3.17-2.36-6.1211.418.01-17.64-10.48-5.59-10.198.81
% Perf Quintile vs Peer* 1.003.004.005.001.002.005.005.005.005.001.00
% 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 0.003.002.722.822.902.542.312.222.332.292.22

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