Saratoga Small Capitalization Fund Manager Performance Evaluation
| SSCCX Fund | USD 0.35 0.01 2.78% |
The entity has a beta of -0.34, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Saratoga Small are expected to decrease at a much lower rate. During the bear market, Saratoga Small is likely to outperform the market.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Saratoga Small Capitalization are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Saratoga Small showed solid returns over the last few months and may actually be approaching a breakup point.
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Saratoga Small Relative Risk vs. Return Landscape
If you would invest 31.00 in Saratoga Small Capitalization on September 19, 2025 and sell it today you would earn a total of 4.00 from holding Saratoga Small Capitalization or generate 12.9% return on investment over 90 days. Saratoga Small Capitalization is currently producing 0.2235% returns and takes up 2.6532% volatility of returns over 90 trading days. Put another way, 23% of traded mutual funds are less volatile than Saratoga, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Saratoga Small Current Valuation
Overvalued
Today
Please note that Saratoga Small's price fluctuation is abnormally volatile at this time. Saratoga Small seems to be overvalued based on Macroaxis valuation methodology. We determine the value of Saratoga Small Capit from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Saratoga Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Saratoga Mutual Fund. However, Saratoga Small's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 0.35 | Real 0.32 | Hype 0.35 | Naive 0.36 |
The intrinsic value of Saratoga Small's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Saratoga Small's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Saratoga Small Capitalization helps investors to forecast how Saratoga mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Saratoga Small more accurately as focusing exclusively on Saratoga Small's fundamentals will not take into account other important factors: Saratoga Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Saratoga Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Saratoga Small Capitalization, and traders can use it to determine the average amount a Saratoga Small's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0842
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| Small Returns | SSCCX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Based on monthly moving average Saratoga Small is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Saratoga Small by adding it to a well-diversified portfolio.
Saratoga Small Fundamentals Growth
Saratoga Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Saratoga Small, and Saratoga Small fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Saratoga Mutual Fund performance.
| Price To Earning | 18.69 X | ||||
| Price To Book | 2.19 X | ||||
| Price To Sales | 1.02 X | ||||
| Total Asset | 5.9 M | ||||
About Saratoga Small Performance
Evaluating Saratoga Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Saratoga Small has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Saratoga Small has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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 Advantage is traded on NASDAQ Exchange in the United States.Things to note about Saratoga Small Capit performance evaluation
Checking the ongoing alerts about Saratoga Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Saratoga Small Capit help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Saratoga Small Capit has some characteristics of a very speculative penny stock | |
| The fund maintains about 5.06% of its assets in cash |
- Analyzing Saratoga Small's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Saratoga Small's stock is overvalued or undervalued compared to its peers.
- Examining Saratoga Small's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Saratoga Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Saratoga Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Saratoga Small's mutual fund. These opinions can provide insight into Saratoga Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Saratoga Mutual Fund
Saratoga Small financial ratios help investors to determine whether Saratoga Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Saratoga with respect to the benefits of owning Saratoga Small security.
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