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 2011-12-30 to Tue 2025-03-04 YTD
Return
TRR
Price
SAR
×
+4.52%
2025-03-04
0.9262 TRR
2025-03-04
Saratoga Investment Corp NYSE Common Stock

Returns

Fri 2011-12-30 to Tue 2025-03-04 Overall
Return
Exponential
Trendline
SAR
×
+469.78%
+14.12%/yr
+11.92%/yr
(R2=0.883)
Saratoga Investment Corp NYSE Common Stock

Growth of $10,000

Fri 2011-12-30 to Tue 2025-03-04 Start
Value
End
Value
SAR
×
$10,000.00
2011-12-30
$56,978.32
2025-03-04
Saratoga Investment Corp NYSE Common Stock

Annual Returns

Year SAR
2025 (YTD) +4.52%
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 +46.55%
2015 +17.42%
2014 −4.69%
2013 +15.96%
2012 +55.69%
2011 −14.91%
2010 +21.93%
2009 −32.75%
2008 −68.00%
2007 −27.20%

Drawdowns

Fri 2011-12-30 to Tue 2025-03-04 Current
Drawdown
Worst
Drawdown
SAR
×
−3.00% −69.90%
2020-03-18
Saratoga Investment Corp NYSE Common Stock