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Saratoga Advantage Tr. Technology & Communications Portf Cl C: (MF: STPCX)
(NASDAQ Mutual Funds) As of Oct 20, 2025 04:37 PM ET
$13.27 USD
+0.13 (0.99%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 13.55 | 82 |
| 3 months | 6.56 | 82 |
| 6 months | 23.82 | 84 |
| 1 Year | 17.62 | 87 |
| 3 Year | 26.20 | 81 |
| 5 Year | 10.99 | 74 |
| 10 Year | 14.86 | 79 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 120.03 |
| Bear Market (10/07 - 2/09) | -50.43 |
| Bull Market (2/09 - 3/21) | 1,316.94 |
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 16.44 |
| 5 Year | 10.99 |
| 10 Year | 14.86 |
| Since Inception | 2.96 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.29 | 16.19 | 6.56 | NA |
| 2024 | 11.84 | 2.22 | 0.72 | 3.57 |
| 2023 | 15.46 | 11.46 | -0.65 | 12.82 |
| 2022 | -9.44 | -20.97 | -7.79 | 2.85 |
| 2021 | 4.36 | 7.71 | -1.98 | 4.91 |
| 2020 | -14.19 | 25.92 | 6.18 | 9.89 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 13.55 | 19.28 | 44.25 | -32.12 | 15.59 | 26.08 | 31.65 | -0.56 | 26.90 | 15.87 | 4.47 |
| % Total Return Rel to Index | -1.27 | -5.74 | 18.00 | -13.92 | -13.09 | 7.68 | 0.16 | 3.82 | 5.10 | 3.94 | 3.08 |
| % Total Return Rel to Peer | -7.60 | -10.76 | -3.20 | 4.96 | -2.43 | -23.30 | -6.55 | 3.29 | -7.55 | 5.20 | 0.52 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 3.00 | 5.00 | 4.00 | 2.00 | 5.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 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 | 3.22 | 3.38 | 3.27 | 2.97 | 2.68 | 2.68 | 2.81 | 2.84 | 2.80 | 2.87 |
* 1 = Top 20%, 5 = Bottom 20%