Performance analysis of Saratoga Investment (SAZ)
Annual Return
Over the past 3 years, SAZ has had an average annual return of +9.32%, underperforming the benchmark SPY, which returned +22.77% annual.
Since Apr 24, 2023, SAZ has had an average annual return of +9.14%, underperforming the benchmark SPY, which returned +23.20% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.89% | +7.93% | +8.82% | +7.57% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.43% | +1.35% | +0.23% | +1.23% | +0.64% | -0.05% | +3.89% | ||||||
| 2025 | +0.20% | +1.19% | +0.08% | +0.57% | +0.65% | +0.91% | +0.68% | +1.81% | -0.82% | +1.07% | +1.31% | +0.04% | +7.93% |
| 2024 | +0.07% | +1.43% | -0.19% | +0.35% | +1.29% | +0.12% | +1.17% | +1.46% | +1.47% | -0.81% | +1.88% | +0.28% | +8.82% |
| 2023 | +0.52% | -0.62% | +1.42% | +1% | +1.40% | -0.44% | -0.12% | +3.15% | +1.07% | +7.57% |
Drawdown analysis of Saratoga Investment (SAZ)
The maximum drawdown for the SAZ was -1.70%, occurring on Oct 27, 2023. Recovery took 9 trading sessions.
The current SAZ drawdown is -0.10%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -1.70% | Sep 19, 2023 | 28 | Oct 27, 2023 | 9 | Nov 9, 2023 | 37 |
| -1.57% | Mar 21, 2025 | 14 | Apr 10, 2025 | 9 | Apr 24, 2025 | 23 |
| -1.28% | May 15, 2023 | 9 | May 26, 2023 | 9 | Jun 9, 2023 | 18 |
| -1.21% | Sep 11, 2025 | 9 | Sep 24, 2025 | 28 | Nov 3, 2025 | 37 |
| -1.20% | Oct 1, 2024 | 18 | Oct 25, 2024 | 15 | Nov 15, 2024 | 33 |
| -1.11% | Jun 26, 2023 | 14 | Jul 17, 2023 | 10 | Jul 31, 2023 | 24 |
| -0.90% | Aug 1, 2024 | 2 | Aug 5, 2024 | 8 | Aug 15, 2024 | 10 |
| -0.86% | May 7, 2024 | 1 | May 8, 2024 | 4 | May 14, 2024 | 5 |
| -0.84% | Dec 3, 2024 | 20 | Jan 2, 2025 | 17 | Jan 29, 2025 | 37 |
| -0.83% | Feb 18, 2026 | 13 | Mar 9, 2026 | 11 | Mar 24, 2026 | 24 |
| -0.78% | Mar 3, 2025 | 6 | Mar 11, 2025 | 7 | Mar 20, 2025 | 13 |
| -0.71% | Aug 4, 2023 | 3 | Aug 9, 2023 | 3 | Aug 14, 2023 | 6 |
| -0.66% | May 5, 2026 | 7 | May 14, 2026 | 3 | May 19, 2026 | 10 |
| -0.66% | May 16, 2025 | 4 | May 22, 2025 | 9 | Jun 5, 2025 | 13 |
| -0.65% | Apr 8, 2024 | 7 | Apr 17, 2024 | 13 | May 6, 2024 | 20 |
| -0.62% | Dec 23, 2025 | 4 | Dec 30, 2025 | 14 | Jan 21, 2026 | 18 |
| -0.56% | Apr 28, 2023 | 9 | May 11, 2023 | 1 | May 12, 2023 | 10 |
| -0.56% | Aug 21, 2025 | 1 | Aug 22, 2025 | 3 | Aug 27, 2025 | 4 |
| -0.51% | Jun 5, 2025 | 1 | Jun 6, 2025 | 3 | Jun 11, 2025 | 4 |
| -0.51% | Feb 29, 2024 | 9 | Mar 13, 2024 | 5 | Mar 20, 2024 | 14 |
| -0.44% | Aug 14, 2023 | 1 | Aug 15, 2023 | 9 | Aug 28, 2023 | 10 |
| -0.44% | Sep 11, 2024 | 1 | Sep 12, 2024 | 3 | Sep 17, 2024 | 4 |
| -0.42% | Aug 4, 2025 | 2 | Aug 6, 2025 | 1 | Aug 7, 2025 | 3 |
| -0.41% | May 28, 2024 | 3 | May 31, 2024 | 26 | Jul 10, 2024 | 29 |
| -0.40% | May 20, 2024 | 2 | May 22, 2024 | 1 | May 23, 2024 | 3 |