Saratoga Ten Year Return

SSCYX
 Fund
  

USD 5.55  0.01  0.18%   

Saratoga Small Capitalization fundamentals help investors to digest information that contributes to Saratoga Small's financial success or failures. It also enables traders to predict the movement of Saratoga Mutual Fund. The fundamental analysis module provides a way to measure Saratoga Small's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Saratoga Small mutual fund. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  
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Saratoga Ten Year Return Analysis

Saratoga Small's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Ten Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Ten Year Return | All Equity Analysis

Current Saratoga Small Ten Year Return

    
  5.64 %  
Most of Saratoga Small's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Saratoga Small Capitalization is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Compare to competition

Saratoga Small Ten Year Return Component Assessment

Based on the latest financial disclosure, Saratoga Small Capitalization has a Ten Year Return of 5.64%. This is much higher than that of the Saratoga family and significantly higher than that of the Small Growth category. The ten year return for all United States funds is notably lower than that of the firm.

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Fund Asset Allocation for Saratoga Small

The fund consists of 96.57% investments in stocks, with the rest of investments allocated between different money market instruments.
 Value 
      Instrument Type 

Saratoga Fundamentals

About Saratoga Small Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Saratoga Small Capitalization's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Saratoga Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Saratoga Small Capitalization based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The fund will normally invest at least 80 percent of its total assets in common stocks of companies whose stock market capitalizations fall within the range of capitalizations in the Russell 2000 Index. Saratoga Small is traded on NASDAQ Exchange in the United States.

Saratoga Small Investors Sentiment

The influence of Saratoga Small's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Saratoga. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Saratoga Small in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Saratoga Small's short interest history, or implied volatility extrapolated from Saratoga Small options trading.

Current Sentiment - SSCYX

Saratoga Small Capit Investor Sentiment

Macroaxis portfolio users are evenly split in their outlook on investing in Saratoga Small Capitalization. What is your outlook on investing in Saratoga Small Capitalization? Are you bullish or bearish?
Bullish
Bearish
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50% Bearish

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Additionally, take a look at Saratoga Small Piotroski F Score and Saratoga Small Altman Z Score analysis. Note that the Saratoga Small Capit information on this page should be used as a complementary analysis to other Saratoga Small's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.

Complementary Tools for Saratoga Mutual Fund analysis

When running Saratoga Small Capit price analysis, check to measure Saratoga Small's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Saratoga Small is operating at the current time. Most of Saratoga Small's value examination focuses on studying past and present price action to predict the probability of Saratoga Small's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Saratoga Small's price. Additionally, you may evaluate how the addition of Saratoga Small to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Saratoga Small's value and its price as these two are different measures arrived at by different means. Investors typically determine Saratoga Small value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Saratoga Small's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.