Saratoga Small Competition

SSCCX Fund

USD 0.38 0.01 2.70%

Saratoga Small Capit competes with Salient Alternative, Aggressive Balanced, Salient Alternative, Moderately Aggressive, and Salient Mlp; as well as few others. The fund is listed under Small Blend category and is part of Saratoga family. Analyzing Saratoga Small competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Saratoga Small to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Saratoga Small Correlation with its peers.

Saratoga Small vs Moderately Servative Correlation

Poor diversification

The correlation between Saratoga Small Capitalization and SBCCX is 0.73 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Saratoga Small Capitalization and SBCCX in the same portfolio, assuming nothing else is changed.

Moving together with Saratoga Mutual Fund

0.76	SABAX	Salient Alternative Beta	Pair Corr
0.74	SABIX	Aggressive Balanced	Pair Corr
0.76	SABCX	Salient Alternative Beta	Pair Corr
0.75	SAMAX	Moderately Aggressive	Pair Corr
0.75	SAMCX	Salient Mlp Fund	Pair Corr

Moving against Saratoga Mutual Fund

0.66	SLGCX	Large Capitalization	Pair Corr
0.48	SLCGX	Large Capitalization	Pair Corr

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Saratoga Small's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.

Hype

Prediction

Low	Estimated	High
0.02	0.38	1.97

Details

Intrinsic

Valuation

Low	Real	High
0.02	0.35	1.94

Details

Naive

Forecast

Low	Next	High
0.01	0.38	1.97

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
0.29	0.38	0.39

Details

Saratoga Small Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Saratoga Small and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Saratoga and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Saratoga Small Capit does not affect the price movement of the other competitor.

	SABAX	SABIX	SABCX	SAMAX	SAMCX	SAMIX	SSCYX	SBCCX
SABAX		0.97	1.0	1.0	1.0	0.97	0.96	0.97	SABAX
SABIX	0.97		0.97	0.97	0.97	1.0	0.97	1.0	SABIX
SABCX	1.0	0.97		1.0	1.0	0.97	0.96	0.97	SABCX
SAMAX	1.0	0.97	1.0		1.0	0.97	0.96	0.97	SAMAX
SAMCX	1.0	0.97	1.0	1.0		0.97	0.96	0.97	SAMCX
SAMIX	0.97	1.0	0.97	0.97	0.97		0.96	1.0	SAMIX
SSCYX	0.96	0.97	0.96	0.96	0.96	0.96		0.97	SSCYX
SBCCX	0.97	1.0	0.97	0.97	0.97	1.0	0.97		SBCCX
	SABAX	SABIX	SABCX	SAMAX	SAMCX	SAMIX	SSCYX	SBCCX

Risk-Adjusted Indicators

There is a big difference between Saratoga Mutual Fund performing well and Saratoga Small Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Saratoga Small's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
SABAX	0.61	0.15	0.18	0.64	0.29	(0.78)	1.10	(1.01)	10.09
SABIX	0.61	0.12	0.20	0.22	0.23	(0.80)	1.12	(0.98)	10.03
SABCX	0.62	0.15	0.17	0.66	0.33	(0.83)	1.10	(1.10)	10.16
SAMAX	0.58	0.15	0.18	0.64	0.23	(0.74)	1.10	(0.99)	9.99
SAMCX	0.58	0.15	0.18	0.63	0.22	(0.76)	1.02	(0.92)	10.09
SAMIX	0.58	0.12	0.19	0.22	0.19	(0.77)	1.02	(0.98)	9.92
SSCYX	1.09	0.32	0.26	0.86	0.71	(1.43)	2.28	(1.78)	14.29
SBCCX	0.54	0.14	0.27	0.26	0.00	(0.75)	0.93	(0.83)	10.83

Saratoga Small Competitive Analysis

The better you understand Saratoga Small competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Saratoga Small's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Saratoga Small's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	SSCCX	SABAX	SABIX	SABCX	SAMAX	SAMCX	SAMIX	SSCYX	SBCCX
	2.70 0.38 Saratoga	0.16 12.25 Salient	0.57 12.26 Aggressive	0.16 12.16 Salient	0.16 12.15 Moderately	0.17 12.01 Salient	0.49 12.17 Moderately	0.33 6.16 Small	0.37 10.81 Moderately
Market Volatility (90 Days Market Risk)	Extremely Dangerous	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Somewhat reliable	Not too volatile
Market Performance (90 Days Performance)	Fair	Fair	Fair	Fair	Good	Fair	Fair	Good	Fair
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Under Valued	Under Valued	Under Valued	Under Valued	Under Valued	Under Valued	Under Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Strong Buy	Strong Buy	Buy	Strong Buy	Strong Hold	Strong Buy	Strong Buy	Strong Hold
Net Asset	7.34 M	604.69 K	683.4 K	604.69 K	602.55 K	396.96 K	602.55 K	7.34 M	882.33 K
Minimum Initial Investment	N/A	N/A	2.5 K	N/A	N/A	N/A	2.5 K	250	N/A
Price To Book	2.19	N/A	N/A	N/A	N/A	N/A	N/A	2.19	N/A
Five Year Return	5.3	6.84	7.67	6.61	6.92	6.11	7.19	6.02	5.67
One Year Return	13.34	11.93	12.21	11.08	11.56	10.69	11.83	14.96	10.69
Last Dividend Paid	N/A	0.12	0.12	0.03	0.06	N/A	0.08	N/A	N/A
Price To Earning	18.69	N/A	N/A	N/A	N/A	N/A	N/A	17.37	N/A
Price To Sales	1.02	N/A	N/A	N/A	N/A	N/A	N/A	1.0	N/A
Cash Position Weight	5.06	11.59	14.29	11.59	15.84	15.84	16.1	3.43	17.47
Equity Positions Weight	94.94	67.94	69.41	67.94	59.65	59.65	62.5	96.57	50.23
Three Year Return	10.11	12.02	12.29	11.16	11.26	10.4	11.53	10.82	9.83
Annual Yield	N/A	0.0209	0.0231	0.0134	0.0244	0.0165	0.0266	N/A	0.0196
Year To Date Return	8.82	2.33	2.31	2.17	2.01	1.86	2.08	8.53	2.06
Bond Positions Weight	N/A	1.82	15.29	1.82	2.76	2.76	20.13	N/A	4.17
Ten Year Return	4.99	N/A	N/A	N/A	N/A	N/A	N/A	5.64	N/A
Day Typical Price	0.38	12.25	12.26	12.16	12.15	12.01	12.17	6.16	10.81
Daily Balance Of Power	9.2 T	0	0	0	0	0	0	9.2 T	0
Period Momentum Indicator	0.01	(0.02)	(0.07)	(0.02)	(0.02)	(0.02)	(0.06)	0.02	(0.04)
Rate Of Daily Change	1.03	1.0	0.99	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	0.38	12.25	12.26	12.16	12.15	12.01	12.17	6.16	10.81
Price Action Indicator	0.005	(0.01)	(0.04)	(0.01)	(0.01)	(0.01)	(0.03)	0.01	(0.02)
Relative Strength Index	61.16	53.1	53.19	52.9	53.11	52.8	52.72	57.11	48.95
Coefficient Of Variation	896.17	684.39	654.61	707.1	688.71	700.71	663.82	524.33	654.02
Mean Deviation	0.9747	0.6136	0.6114	0.6222	0.5764	0.5798	0.58	1.09	0.537
Jensen Alpha	0.1907	0.1533	0.1248	0.1501	0.1492	0.1473	0.1209	0.3219	0.1417
Total Risk Alpha	0.0389	0.0696	0.0771	0.0645	0.067	0.0644	0.073	0.1947	0.0821
Sortino Ratio	0.0365	0.1796	0.1988	0.1699	0.1807	0.1801	0.1943	0.262	0.2675
Downside Variance	8.79	0.353	0.3255	0.3649	0.3209	0.3102	0.3065	1.18	0.2149
Standard Deviation	1.63	1.23	1.22	1.24	1.21	1.22	1.2	1.88	1.29
Kurtosis	1.59	37.4	37.53	36.96	39.8	40.66	39.75	24.02	49.0
Potential Upside	2.94	1.1	1.12	1.1	1.1	1.02	1.02	2.28	0.9346
Treynor Ratio	(0.57)	0.642	0.2156	0.6618	0.6354	0.6337	0.2166	0.8552	0.2602
Maximum Drawdown	8.19	10.09	10.03	10.16	9.99	10.09	9.92	14.29	10.83
Variance	2.65	1.52	1.49	1.55	1.46	1.48	1.44	3.52	1.67
Market Risk Adjusted Performance	(0.56)	0.652	0.2256	0.6718	0.6454	0.6437	0.2266	0.8652	0.2702
Risk Adjusted Performance	0.0919	0.1172	0.1223	0.1136	0.1163	0.1144	0.1205	0.154	0.1227
Skewness	0.5193	5.35	5.37	5.29	5.6	5.69	5.59	3.91	6.53
Semi Deviation	0.9773	0.2947	0.2294	0.3306	0.229	0.2174	0.1926	0.7071	0.0
Information Ratio	0.0665	0.0866	0.0928	0.0825	0.0846	0.0824	0.0896	0.1516	0.0961
Value At Risk	(2.78)	(1.01)	(0.98)	(1.10)	(0.99)	(0.92)	(0.98)	(1.78)	(0.83)
Expected Short fall	(3.11)	(0.78)	(0.80)	(0.83)	(0.74)	(0.76)	(0.77)	(1.43)	(0.75)
Downside Deviation	2.97	0.5942	0.5705	0.6041	0.5665	0.5569	0.5536	1.09	0.4636
Semi Variance	0.9551	0.0868	0.0526	0.1093	0.0525	0.0473	0.0371	0.4999	(0.05)

Saratoga Small Competition Performance Charts

Five steps to successful analysis of Saratoga Small Competition

Saratoga Small's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Saratoga Small Capit in relation to its competition. Saratoga Small's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Saratoga Small in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Saratoga Small's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Saratoga Small Capit, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Saratoga Small position

In addition to having Saratoga Small in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Funds or Etfs that invest in stocks of large-sized companies with above-average risk and growth rate. The Large Growth Funds theme has 39 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Large Growth Funds Theme or any other thematic opportunities.

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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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Saratoga Small Competition

Saratoga Small vs Moderately Servative Correlation

Poor diversification

Moving together with Saratoga Mutual Fund

Moving against Saratoga Mutual Fund

Specify up to 10 symbols:

Saratoga Small Competition Correlation Matrix

Risk-Adjusted Indicators

Saratoga Small Competitive Analysis

Saratoga Small Competition Performance Charts

Five steps to successful analysis of Saratoga Small Competition

Complement your Saratoga Small position

Did You Try This Idea?

Run Large Growth Funds Thematic Idea Now

Large Growth Funds

Other Information on Investing in Saratoga Mutual Fund

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