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Saratoga Advantage Tr. Technology & Communications Portf Cl A: (MF: STPAX)
(NASDAQ Mutual Funds) As of Oct 20, 2025 04:37 PM ET
$23.91 USD
+0.24 (1.01%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.00 | 82 |
| 3 months | 6.76 | 81 |
| 6 months | 24.22 | 83 |
| 1 Year | 18.31 | 85 |
| 3 Year | 26.94 | 79 |
| 5 Year | 11.64 | 71 |
| 10 Year | 15.53 | 78 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 126.58 |
| Bear Market (10/07 - 2/09) | -50.09 |
| Bull Market (2/09 - 3/21) | 1,464.50 |
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 11.88 |
| 5 Year | 10.39 |
| 10 Year | 14.89 |
| Since Inception | 7.20 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.22 | 16.36 | 6.76 | NA |
| 2024 | 12.01 | 2.40 | 0.88 | 3.78 |
| 2023 | 15.59 | 11.65 | -0.53 | 12.93 |
| 2022 | -9.41 | -20.86 | -7.63 | 3.02 |
| 2021 | 4.49 | 7.89 | -1.87 | 5.13 |
| 2020 | -14.09 | 26.17 | 6.34 | 10.06 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 14.00 | 20.09 | 44.98 | -31.77 | 16.31 | 26.86 | 32.42 | 0.01 | 27.74 | 16.61 | 5.02 |
| % Total Return Rel to Index | -0.82 | -4.92 | 18.74 | -13.56 | -12.36 | 8.45 | 0.93 | 4.40 | 5.94 | 4.67 | 3.63 |
| % Total Return Rel to Peer | -7.15 | -9.94 | -2.46 | 5.31 | -1.71 | -22.52 | -5.78 | 3.87 | -6.71 | 5.93 | 1.07 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 3.00 | 5.00 | 4.00 | 2.00 | 5.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 2.89 | 1.50 | 3.30 | 3.64 | 3.64 | 0.97 | 0.88 | 1.58 | 1.50 | 1.90 |
| Expense Ratio | 0.00 | 2.62 | 2.77 | 2.53 | 2.39 | 2.08 | 2.08 | 2.22 | 2.24 | 2.20 | 2.27 |
* 1 = Top 20%, 5 = Bottom 20%