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Saratoga Advantage Trust: Technology & Communications Ptf - Class I: (MF: STPIX)

(NASDAQ Mutual Funds) As of Oct 20, 2025 04:37 PM ET

$30.33 USD

+0.31 (1.03%)

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 Sep 30, 2025

Total Return %* Percentile Rank Objective
YTD 14.35 80
3 months 6.86 80
6 months 24.44 82
1 Year 18.80 84
3 Year 27.44 77
5 Year 12.10 70
10 Year 16.00 76

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -49.73
Bull Market (2/09 - 3/21) 1,572.46

Load Adjusted Returns as of Sep 30, 2025

1 Year 18.80
5 Year 12.09
10 Year 16.00
Since Inception 13.87

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -8.10 16.44 6.86 NA
2024 12.10 2.51 0.97 3.89
2023 15.71 11.76 -0.39 13.07
2022 -9.23 -20.82 -7.50 3.08
2021 4.59 8.00 -1.76 5.20
2020 -14.00 26.32 6.41 10.18

Annual Return

20252024202320222021202020192018201720162015
% Total Return 14.3520.5545.65-31.4716.7527.3732.930.4428.1817.115.42
% Total Return Rel to Index -0.48-4.4619.40-13.27-11.938.971.444.836.395.174.03
% Total Return Rel to Peer -6.81-9.48-1.805.61-1.27-22.01-5.284.30-6.266.431.47
% Perf Quintile vs Peer* 0.000.004.002.003.005.004.002.005.001.003.00
% 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 ($) 0.002.891.503.303.643.640.970.881.581.501.90
Expense Ratio 0.002.222.372.151.991.681.681.811.841.801.87

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