Performance analysis of Saratoga Investment (SAR)
Annual Return
Over the past 3 years, SAR has had an average annual return of +6.45%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, SAR has had an average annual return of +8.64%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, SAR has had an average annual return of +14%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Mar 27, 2007, SAR has had an average annual return of +5.61%, underperforming the benchmark SPY, which returned +11.07% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.53% | +10.56% | +6.17% | +12.94% | -3.53% | +51.18% | -10.84% | +34.20% | -2.71% | +20.75% | +49.64% | +18.03% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| -3.98% | +17.09% | +58.77% | -12.30% | +22.17% | +20.93% | -68.09% | -21.56% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.58% | -0.98% | -4.56% | +7.75% | -2.35% | -0.44% | +2.53% | ||||||
| 2025 | +4.43% | +4.08% | +0.48% | -2.67% | +2.71% | +1.11% | +0.39% | +4.66% | -3.54% | -6.72% | +4.36% | +1.51% | +10.56% |
| 2024 | -10.52% | +2.03% | +1.36% | +1.73% | +0.59% | -1.36% | +2.99% | +0.81% | +1.55% | +1.08% | +9.60% | -2.68% | +6.17% |
| 2023 | +5.73% | +2.23% | -5.64% | -3.33% | +14.98% | -1.49% | -0.41% | -3.83% | +2.16% | -8.68% | +11.67% | +1.36% | +12.94% |
| 2022 | -5.14% | +0.36% | +1.16% | -6.16% | +3.87% | -7.85% | -1.67% | +3.01% | -12.60% | +9.29% | +16.17% | -0.78% | -3.53% |
| 2021 | +1.57% | +11.01% | +9.71% | +1.70% | +0.87% | +6.94% | +0.71% | +6.06% | +2.01% | +0.39% | +0.17% | +1.66% | +51.18% |
| 2020 | +8.63% | -13.74% | -49.76% | +45.88% | -9.59% | +4.09% | +11.89% | -0.75% | -2.04% | +8.27% | +24.33% | -5.78% | -10.84% |
| 2019 | +15.03% | +0.66% | -1.01% | +12.52% | -1.67% | +2.44% | +1.95% | -0.04% | +0.45% | +1.13% | +0.40% | -0.60% | +34.20% |
| 2018 | -7.47% | +5.60% | -2.56% | -1.20% | +10.85% | +24.09% | -12.68% | +2.77% | -5.11% | -9.41% | +5.50% | -7.62% | -2.71% |
| 2017 | +2.12% | +10.39% | -2.79% | +0.64% | +1.43% | -3.58% | +3.88% | +1.15% | +0.28% | +4.41% | -0.76% | +2.53% | +20.75% |
Drawdown analysis of Saratoga Investment (SAR)
The maximum drawdown for the SAR was -90.54%, occurring on Nov 24, 2008. Recovery took 2036 trading sessions.
The current SAR drawdown is -5.18%.
Since Mar 27, 2007 SAR has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -90.54% | Jun 4, 2007 | 374 | Nov 24, 2008 | 2036 | Dec 27, 2016 | 2410 |
| -69.89% | Feb 14, 2020 | 22 | Mar 18, 2020 | 263 | Apr 5, 2021 | 285 |
| -28.48% | Jun 26, 2018 | 124 | Dec 21, 2018 | 148 | Jul 26, 2019 | 272 |
| -25.99% | Oct 6, 2021 | 262 | Oct 20, 2022 | 55 | Jan 10, 2023 | 317 |
| -15.50% | Feb 17, 2023 | 34 | Apr 10, 2023 | 32 | May 24, 2023 | 66 |
| -15.19% | Jun 1, 2023 | 103 | Oct 27, 2023 | 238 | Oct 9, 2024 | 341 |
| -14.36% | Apr 1, 2025 | 5 | Apr 8, 2025 | 19 | May 6, 2025 | 24 |
| -13.85% | Sep 2, 2025 | 32 | Oct 16, 2025 | 73 | Feb 2, 2026 | 105 |
| -13.25% | Jan 10, 2018 | 22 | Feb 12, 2018 | 64 | May 15, 2018 | 86 |
| -12.48% | Mar 13, 2017 | 17 | Apr 5, 2017 | 139 | Oct 23, 2017 | 156 |
| -11.73% | Mar 4, 2026 | 17 | Mar 27, 2026 | 24 | May 1, 2026 | 41 |
| -8.61% | May 6, 2025 | 2 | May 8, 2025 | 12 | May 27, 2025 | 14 |
| -7.64% | May 4, 2026 | 5 | May 11, 2026 | Ongoing | Ongoing | Ongoing |
| -7.37% | Feb 28, 2025 | 9 | Mar 13, 2025 | 10 | Mar 27, 2025 | 19 |
| -7.20% | Mar 27, 2007 | 34 | May 15, 2007 | 9 | May 29, 2007 | 43 |
| -6.76% | Apr 6, 2021 | 26 | May 12, 2021 | 13 | Jun 1, 2021 | 39 |
| -6.68% | Jul 16, 2021 | 16 | Aug 9, 2021 | 13 | Aug 26, 2021 | 29 |
| -6.48% | Oct 9, 2024 | 17 | Nov 1, 2024 | 6 | Nov 11, 2024 | 23 |
| -6.47% | Jul 26, 2019 | 14 | Aug 15, 2019 | 16 | Sep 9, 2019 | 30 |
| -6.20% | Nov 8, 2017 | 4 | Nov 14, 2017 | 22 | Dec 15, 2017 | 26 |
| -5.70% | Nov 22, 2024 | 17 | Dec 18, 2024 | 20 | Jan 21, 2025 | 37 |
| -5.37% | Sep 8, 2021 | 8 | Sep 20, 2021 | 5 | Sep 27, 2021 | 13 |
| -5.34% | Nov 6, 2019 | 39 | Jan 3, 2020 | 5 | Jan 10, 2020 | 44 |
| -5.22% | Jul 23, 2025 | 7 | Aug 1, 2025 | 6 | Aug 11, 2025 | 13 |
| -4.97% | Jan 21, 2020 | 10 | Feb 4, 2020 | 8 | Feb 14, 2020 | 18 |