Performance analysis of Saratoga Investment (SAT)
Annual Return
Over the past 3 years, SAT has had an average annual return of +9.29%, underperforming the benchmark SPY, which returned +22.45% annual.
Since May 3, 2022, SAT has had an average annual return of +5.71%, underperforming the benchmark SPY, which returned +17.22% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.74% | +4.54% | +12.18% | +10.76% | -6.86% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.64% | +0.82% | -0.36% | +1.37% | +1.02% | +0.18% | +3.74% | ||||||
| 2025 | -2.22% | +1.86% | -1.14% | +1.11% | +0.54% | -0.57% | +2.76% | +1.18% | -0.56% | +0.93% | +0.62% | +0.04% | +4.54% |
| 2024 | +0.38% | +1.21% | +1.38% | +0.21% | +0.85% | -1.08% | +2.31% | +0.67% | +1.33% | -0.61% | +2.29% | +2.69% | +12.18% |
| 2023 | +3.40% | +1.82% | -2.31% | +0.65% | +0.34% | +1.73% | +0.43% | +0.96% | -1.41% | +1.86% | +1.62% | +1.32% | +10.76% |
| 2022 | +0.28% | -2.18% | +1.08% | -1.35% | -0.16% | -2.74% | -1.79% | -0.14% | -6.86% |
Drawdown analysis of Saratoga Investment (SAT)
The maximum drawdown for the SAT was -8.80%, occurring on Nov 3, 2022. Recovery took 259 trading sessions.
The current SAT drawdown is -0.54%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -8.80% | Aug 4, 2022 | 64 | Nov 3, 2022 | 259 | Nov 15, 2023 | 323 |
| -3.37% | May 6, 2022 | 26 | Jun 14, 2022 | 35 | Aug 4, 2022 | 61 |
| -3.02% | Dec 31, 2024 | 6 | Jan 10, 2025 | 86 | May 15, 2025 | 92 |
| -2.73% | Jun 4, 2024 | 17 | Jun 28, 2024 | 24 | Aug 2, 2024 | 41 |
| -1.74% | Sep 27, 2024 | 24 | Oct 31, 2024 | 10 | Nov 14, 2024 | 34 |
| -1.60% | Dec 28, 2023 | 1 | Dec 29, 2023 | 17 | Jan 25, 2024 | 18 |
| -1.54% | Jun 13, 2025 | 10 | Jun 30, 2025 | 1 | Jul 1, 2025 | 11 |
| -1.52% | Jan 29, 2024 | 2 | Jan 31, 2024 | 4 | Feb 6, 2024 | 6 |
| -1.40% | Apr 4, 2024 | 14 | Apr 24, 2024 | 14 | May 14, 2024 | 28 |
| -1.33% | Feb 16, 2024 | 8 | Feb 29, 2024 | 14 | Mar 20, 2024 | 22 |
| -1.22% | Nov 15, 2024 | 22 | Dec 18, 2024 | 8 | Dec 31, 2024 | 30 |
| -1.19% | Aug 2, 2024 | 7 | Aug 13, 2024 | 2 | Aug 15, 2024 | 9 |
| -1.17% | Sep 9, 2025 | 23 | Oct 10, 2025 | 11 | Oct 27, 2025 | 34 |
| -0.84% | May 27, 2026 | 3 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -0.70% | Aug 21, 2024 | 7 | Aug 30, 2024 | 6 | Sep 10, 2024 | 13 |
| -0.68% | Aug 20, 2025 | 1 | Aug 21, 2025 | 9 | Sep 4, 2025 | 10 |
| -0.68% | May 14, 2024 | 1 | May 15, 2024 | 9 | May 29, 2024 | 10 |
| -0.64% | Feb 27, 2026 | 11 | Mar 16, 2026 | 4 | Mar 20, 2026 | 15 |
| -0.64% | Nov 16, 2023 | 5 | Nov 24, 2023 | 4 | Nov 30, 2023 | 9 |
| -0.64% | Nov 30, 2023 | 2 | Dec 4, 2023 | 3 | Dec 7, 2023 | 5 |
| -0.61% | Feb 13, 2026 | 6 | Feb 24, 2026 | 3 | Feb 27, 2026 | 9 |
| -0.58% | May 28, 2025 | 2 | May 30, 2025 | 5 | Jun 6, 2025 | 7 |
| -0.54% | May 30, 2024 | 1 | May 31, 2024 | 1 | Jun 3, 2024 | 2 |
| -0.52% | Sep 4, 2025 | 2 | Sep 8, 2025 | 1 | Sep 9, 2025 | 3 |
| -0.49% | Sep 23, 2024 | 3 | Sep 26, 2024 | 1 | Sep 27, 2024 | 4 |