All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SAR: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Fri 2007-03-23? to Wed 2025-03-05 YTD
Return
TRR
Price
SAR
×
+3.69%
2025-03-05
0.9185 TRR
2025-03-05
Saratoga Investment Corp NYSE Common Stock

Returns

Fri 2007-03-23? to Wed 2025-03-05 Overall
Return
Exponential
Trendline
SAR
×
−8.15%
−0.47%/yr
+6.83%/yr
(R2=0.375)
Saratoga Investment Corp NYSE Common Stock

Growth of $10,000

Fri 2007-03-23? to Wed 2025-03-05 Start
Value
End
Value
SAR
×
$10,000.00
2007-03-23
$9,185.32
2025-03-05
Saratoga Investment Corp NYSE Common Stock

Annual Returns

Year SAR
2025 (YTD) +3.69%
2024 +1.64%
2023 +9.25%
2022 −9.64%
2021 +41.03%
2020 −12.11%
2019 +31.24%
2018 −4.64%
2017 +18.31%
2016 +46.53%
2015 +17.41%
2014 −4.69%
2013 +15.95%
2012 +55.71%
2011 −14.91%
2010 +21.93%
2009 −32.75%
2008 −68.00%
2007 −27.23%

Drawdowns

Fri 2007-03-23? to Wed 2025-03-05 Current
Drawdown
Worst
Drawdown
SAR
×
−8.15% −91.19%
2008-11-24
Saratoga Investment Corp NYSE Common Stock