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 Thu 2025-04-24?
SAR
×
Saratoga Investment Corp NYSE Common Stock

Returns

Fri 2007-03-23? to Thu 2025-04-24? Overall
Return
Exponential
Trendline
SAR
×
−8.70%
−0.50%/yr
+6.86%/yr
(R2=0.383)
Saratoga Investment Corp NYSE Common Stock

Growth of $10,000

Fri 2007-03-23? to Thu 2025-04-24? Start
Value
End
Value
SAR
×
$10,000.00
2007-03-23
$9,130.27
2025-04-24
Saratoga Investment Corp NYSE Common Stock

Annual Returns

Year SAR
2025 (YTD) +6.66%
2024 +1.63%
2023 +9.27%
2022 −9.67%
2021 +41.06%
2020 −12.10%
2019 +31.19%
2018 −4.58%
2017 +18.23%
2016 +46.56%
2015 +17.41%
2014 −4.69%
2013 +15.96%
2012 +55.72%
2011 −14.92%
2010 +21.91%
2009 −32.74%
2008 −68.01%
2007 −27.20%

Drawdowns

Fri 2007-03-23? to Thu 2025-04-24? Final
Drawdown
Worst
Drawdown
SAR
×
−8.70% −91.19%
2008-11-24
Saratoga Investment Corp NYSE Common Stock