Performance analysis of Saratoga Investment (SAJ)
Annual Return
Over the past 3 years, SAJ has had an average annual return of +9.67%, underperforming the benchmark SPY, which returned +22.77% annual.
Since Nov 3, 2022, SAJ has had an average annual return of +9.34%, underperforming the benchmark SPY, which returned +23.77% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.98% | +8.53% | +9.42% | +9.51% | +0.83% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.07% | +0.02% | +0.35% | +0.95% | +1.10% | +1.38% | +4.98% | ||||||
| 2025 | +0.23% | +1.30% | +0.60% | +0.35% | +1.87% | +0.59% | +1.73% | -0.33% | -0.67% | +0.28% | +1.17% | +1.12% | +8.53% |
| 2024 | +0.76% | +1.23% | +0% | -0.03% | +1.60% | +0.38% | +0.60% | +2.16% | -0.08% | +0.60% | +0.54% | +1.29% | +9.42% |
| 2023 | +1.78% | +1.81% | -2.30% | +1.78% | +0.82% | +0.67% | +0% | +2.62% | -0.55% | +0.08% | +3.39% | -0.84% | +9.51% |
| 2022 | +1.29% | -0.45% | +0.83% |
Drawdown analysis of Saratoga Investment (SAJ)
The maximum drawdown for the SAJ was -4.82%, occurring on Mar 17, 2023. Recovery took 48 trading sessions.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -4.82% | Mar 2, 2023 | 11 | Mar 17, 2023 | 48 | May 25, 2023 | 59 |
| -3.14% | Aug 9, 2023 | 45 | Oct 12, 2023 | 20 | Nov 9, 2023 | 65 |
| -2.62% | Nov 11, 2022 | 16 | Dec 6, 2022 | 47 | Feb 14, 2023 | 63 |
| -2.33% | Aug 5, 2025 | 7 | Aug 14, 2025 | 75 | Dec 1, 2025 | 82 |
| -2.13% | Jun 3, 2025 | 12 | Jun 20, 2025 | 19 | Jul 18, 2025 | 31 |
| -2.00% | Feb 9, 2026 | 15 | Mar 3, 2026 | 23 | Apr 6, 2026 | 38 |
| -1.97% | Apr 13, 2026 | 2 | Apr 15, 2026 | 19 | May 12, 2026 | 21 |
| -1.68% | May 25, 2023 | 7 | Jun 6, 2023 | 6 | Jun 14, 2023 | 13 |
| -1.67% | Nov 13, 2023 | 1 | Nov 14, 2023 | 2 | Nov 16, 2023 | 3 |
| -1.61% | Mar 3, 2025 | 6 | Mar 11, 2025 | 8 | Mar 21, 2025 | 14 |
| -1.60% | Feb 16, 2024 | 40 | Apr 16, 2024 | 12 | May 2, 2024 | 52 |
| -1.57% | Mar 21, 2025 | 15 | Apr 11, 2025 | 13 | May 1, 2025 | 28 |
| -1.39% | May 6, 2025 | 6 | May 14, 2025 | 1 | May 15, 2025 | 7 |
| -1.30% | Dec 8, 2023 | 5 | Dec 15, 2023 | 33 | Feb 5, 2024 | 38 |
| -1.22% | Jul 17, 2024 | 5 | Jul 24, 2024 | 6 | Aug 1, 2024 | 11 |
| -1.19% | Jul 22, 2025 | 4 | Jul 28, 2025 | 5 | Aug 4, 2025 | 9 |
| -1.07% | Jan 23, 2026 | 5 | Jan 30, 2026 | 6 | Feb 9, 2026 | 11 |
| -1.01% | Nov 17, 2023 | 5 | Nov 27, 2023 | 1 | Nov 28, 2023 | 6 |
| -0.96% | Dec 5, 2024 | 6 | Dec 13, 2024 | 8 | Dec 26, 2024 | 14 |
| -0.94% | Oct 1, 2024 | 8 | Oct 11, 2024 | 21 | Nov 11, 2024 | 29 |
| -0.88% | Sep 5, 2024 | 9 | Sep 18, 2024 | 5 | Sep 25, 2024 | 14 |
| -0.88% | Aug 5, 2024 | 1 | Aug 6, 2024 | 3 | Aug 9, 2024 | 4 |
| -0.87% | May 21, 2024 | 5 | May 29, 2024 | 3 | Jun 3, 2024 | 8 |
| -0.87% | Feb 5, 2024 | 1 | Feb 6, 2024 | 6 | Feb 14, 2024 | 7 |
| -0.86% | Dec 27, 2024 | 3 | Jan 2, 2025 | 29 | Feb 14, 2025 | 32 |