Performance analysis of Saratoga Investment (SAZ)
Annual Return
Over the past 3 years, SAZ has had an average annual return of +0.40%, underperforming the benchmark SPY, which returned +19.63% annual.
Since Apr 24, 2023, SAZ has had an average annual return of +0.51%, underperforming the benchmark SPY, which returned +21.67% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.27% | -0.70% | +0.12% | +2% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.42% | -0.75% | +0.24% | +1.22% | -1.44% | +1.58% | -0.97% | +0.27% | |||||
| 2025 | +0.20% | -0.90% | +0.08% | +0.57% | -1.43% | +0.91% | +0.68% | -0.28% | -0.82% | +1.07% | -0.78% | +0.05% | -0.70% |
| 2024 | +0.08% | -0.67% | -0.20% | +0.36% | -0.81% | +0.12% | +1.17% | -0.63% | +1.46% | -0.81% | -0.21% | +0.27% | +0.12% |
| 2023 | +0.52% | -1.71% | +1.42% | +1% | -0.71% | -0.44% | -0.12% | +1% | +1.07% | +2% |
Drawdown analysis of Saratoga Investment (SAZ)
The maximum drawdown for the SAZ was -2.98%, occurring on Apr 10, 2025. This drawdown has not yet recovered.
The current SAZ drawdown is -1.55%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -2.98% | Oct 1, 2024 | 131 | Apr 10, 2025 | Ongoing | Ongoing | Ongoing |
| -2.36% | Aug 4, 2023 | 59 | Oct 27, 2023 | 38 | Dec 21, 2023 | 97 |
| -2.03% | Apr 28, 2023 | 20 | May 26, 2023 | 14 | Jun 16, 2023 | 34 |
| -2.03% | Feb 9, 2024 | 5 | Feb 16, 2024 | 155 | Sep 30, 2024 | 160 |
| -1.11% | Jun 26, 2023 | 14 | Jul 17, 2023 | 10 | Jul 31, 2023 | 24 |
| -0.37% | Jan 12, 2024 | 2 | Jan 17, 2024 | 1 | Jan 18, 2024 | 3 |
| -0.35% | Jan 18, 2024 | 5 | Jan 25, 2024 | 10 | Feb 8, 2024 | 15 |
| -0.32% | Jun 21, 2023 | 2 | Jun 23, 2023 | 1 | Jun 26, 2023 | 3 |
| -0.23% | Jan 2, 2024 | 1 | Jan 3, 2024 | 7 | Jan 12, 2024 | 8 |
| -0.07% | Dec 22, 2023 | 1 | Dec 26, 2023 | 1 | Dec 27, 2023 | 2 |
| -0.04% | Jun 16, 2023 | 1 | Jun 20, 2023 | 1 | Jun 21, 2023 | 2 |
| -0.04% | Dec 27, 2023 | 1 | Dec 28, 2023 | 2 | Jan 2, 2024 | 3 |