Back to top
more

Saratoga Investment Quality Bond Portfolio: (MF: SIBPX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:19 PM ET

$9.53 USD

+0.02 (0.21%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

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 1.35 91
3 months 0.98 95
6 months 2.67 96
1 Year 5.76 95
3 Year 3.70 97
5 Year 1.48 98
10 Year 1.44 98

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 2.20
Bear Market (10/07 - 2/09) 0.35
Bull Market (2/09 - 3/21) 22.88

Load Adjusted Returns as of Feb 28, 2026

1 Year 6.49
5 Year 1.12
10 Year 1.44
Since Inception 1.20

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.34 1.85 1.42 0.72
2024 -0.77 0.12 4.38 -2.82
2023 1.06 -1.09 -0.53 3.50
2022 -1.69 -0.64 -0.75 0.57
2021 -0.47 -0.18 -0.40 -0.72

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.356.490.772.90-2.50-1.773.363.83-0.650.681.64
% Total Return Rel to Index -0.31-0.88-0.49-2.6210.51-0.23-4.13-4.89-0.66-2.86-1.01
% Total Return Rel to Peer -2.45-8.01-9.14-10.2510.45-13.28-7.31-13.365.84-12.77-4.63
% Perf Quintile vs Peer* 5.005.000.005.001.005.005.005.001.005.005.00
% Dividends 0.000.210.210.140.010.010.050.090.110.080.08
% Yield 0.002.112.172.160.120.060.570.931.200.840.85
Capital Gains ($) 0.000.000.000.000.000.120.000.000.000.070.04
Expense Ratio 0.001.751.371.521.901.451.371.272.601.361.31

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