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Saratoga Advantage Tr Health & Biotechnology Fd Cl C: (MF: SHPCX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:10 PM ET

$14.04 USD

-0.01 (-0.07%)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 6.16 2
3 months 3.61 5
6 months 22.50 31
1 Year 17.89 35
3 Year 9.48 56
5 Year 7.62 23
10 Year 6.49 97

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 28.61
Bear Market (10/07 - 2/09) -32.42
Bull Market (2/09 - 3/21) 473.57

Load Adjusted Returns as of Feb 28, 2026

1 Year 15.59
5 Year 6.27
10 Year 5.09
Since Inception 4.62

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 3.32 -1.07 2.55 11.37
2024 5.49 -0.44 4.86 -9.51
2023 -5.24 1.19 -2.44 5.88
2022 -0.52 -6.37 -5.10 14.70
2021 4.28 6.54 -1.83 6.36

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.1616.75-0.33-0.941.3816.013.0315.44-5.9811.22-2.50
% Total Return Rel to Index 0.12-1.46-25.35-27.1919.58-12.66-15.36-16.04-1.59-10.56-14.44
% Total Return Rel to Peer 1.59-3.90-2.94-6.7110.797.33-18.24-11.23-6.10-10.898.27
% Perf Quintile vs Peer* 1.003.000.005.001.002.005.005.005.005.001.00
% 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 0.003.603.323.423.503.132.912.832.930.192.81

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