Saratoga Investment Corp. (SAR)

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Saratoga Investment Corp. (SAR) is up 5.0% since the beginning of the year. At $22 per share, SAR is trading 13.8% below its 52-week high of $26. Investors who bought $1,000 worth of SAR shares 5 years ago would now be looking at an investment worth $1,512.

Saratoga Investment Corp. (SAR) has returned 4.97% so far this year and 6.39% over the past 12 months. Over the last decade, SAR has posted an annualized return of 13.90%, slightly higher than the S&P 500 Index benchmark’s 13.88%.

Based on dividend-adjusted daily data since Mar 27, 2007, SAR's average daily return is +0.09%, while the average monthly return is +1.77%. At this rate, an investment would double in approximately 3.3 years.

Historically, 59% of months were positive and 41% were negative. The best month was Nov 2009 with a return of +149.9%, while the worst month was Nov 2008 at -69.6%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 4 months.

On a daily basis, SAR closed higher 49% of trading days. The best single day was Nov 23, 2009 with a return of +146.2%, while the worst single day was Mar 12, 2020 at -30.5%.

Saratoga Investment Corp. has an annualized alpha of 15.89%, beta of 0.64, and R2 of 0.05 versus S&P 500 Index. Calculated based on daily prices since March 27, 2007.

• This stock captured 126.75% of S&P 500 Index gains and 125.42% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• Beta of 0.64 may look defensive, but with R2 of 0.05 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.05 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

SAR ranks 50 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

Saratoga Investment Corp. provided a 17.35% dividend yield over the last twelve months, with an annual payout of $3.83 per share.

The table displays the monthly dividend distributions for Saratoga Investment Corp.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Saratoga Investment Corp.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Saratoga Investment Corp. was 90.67%, occurring on Nov 24, 2008. Recovery took 1128 trading sessions.

The current Saratoga Investment Corp. drawdown is 2.90%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Saratoga Investment Corp. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Saratoga Investment Corp. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.