Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAR (Saratoga Investment Corp.) | 3.64% | 3.20% | 5.70% | 7.93% | 13.55% | 11.84% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAR (Saratoga Investment Corp.) | 03/27/2007 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.90 | 3.20 | 5.70 | 7.93 | 13.55 | 11.84 | NA | … | … | 3.64 | 7.94 | 4.57 | 12.91 | -3.82 | 51.00 | -10.92 | 34.20 | -2.78 | 20.77 | 49.60 | 18.28 | -3.98 | 17.70 | 58.41 | -26.05 | 0.29 | -24.00 | -73.98 | -27.01 |
| Sharpe Ratio | NA | -0.08 | 0.12 | 0.26 | 0.32 | NA | NA | … | … | 0.21 | 0.23 | 0.05 | 0.46 | -0.17 | 2.21 | -0.12 | 2.25 | -0.16 | 0.85 | 2.38 | 1.19 | -0.24 | 0.75 | 2.41 | -0.82 | 0.00 | -0.23 | -0.73 | -1.34 |
| Standard Deviation(%) | NA | 19.75 | 20.33 | 22.75 | 37.04 | NA | NA | … | … | 23.03 | 22.46 | 18.65 | 20.42 | 30.27 | 23.09 | 94.83 | 14.53 | 26.39 | 23.75 | 20.75 | 15.36 | 16.79 | 23.70 | 24.46 | 31.63 | 55.17 | 102.93 | 103.05 | 27.34 |
| Draw Down(%) | NA | 13.89 | 15.19 | 26.19 | 69.89 | NA | NA | … | … | 11.73 | 14.38 | 13.59 | 15.55 | 25.90 | 11.08 | 69.89 | 6.88 | 28.49 | 12.48 | 11.73 | 14.09 | 11.76 | 12.36 | 9.59 | 44.09 | 43.08 | 58.12 | 90.07 | 28.84 |
| Yield(%) | 0.00 | 11.17 | 10.90 | 10.25 | 13.85 | 10.94 | 1.45 | … | … | 6.47 | 11.30 | 11.44 | 10.85 | 9.68 | 8.86 | 5.50 | 8.03 | 9.25 | 11.56 | 12.13 | 14.28 | 1.16 | 17.10 | 33.84 | 3.33 | 2.19 | 8.48 | 3.21 | 0.70 |
Data as of 06/04/2026, Common starting date is 03/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAR (Saratoga Investment Corp.) |
-47.75%
May 2007 – May 2010 |
-31.32%
May 2007 – May 2012 |
-9.08%
May 2007 – May 2017 |
-2.88%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAR (Saratoga Investment Corp.) |
40.97%
Mar 2020 – Mar 2023 |
28.78%
Mar 2020 – Mar 2025 |
20.98%
Dec 2011 – Dec 2021 |
13.54%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart