Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAJ (Saratoga Investment Corp 8.00%) | 3.54% | 7.32% | 9.36% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/03/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAJ (Saratoga Investment Corp 8.00%) | 11/03/2022 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.32 | 9.36 | NA | NA | NA | NA | … | … | 3.54 | 8.61 | 9.43 | 9.54 | 0.83 |
| Sharpe Ratio | NA | 0.65 | 0.86 | NA | NA | NA | NA | … | … | 0.71 | 0.85 | 1.14 | 0.60 | 0.26 |
| Standard Deviation(%) | NA | 7.16 | 7.11 | NA | NA | NA | NA | … | … | 8.38 | 6.75 | 5.10 | 9.95 | 9.43 |
| Draw Down(%) | NA | 2.32 | 3.15 | NA | NA | NA | NA | … | … | 2.00 | 2.32 | 1.58 | 4.81 | 2.62 |
| Yield(%) | 0.00 | 7.83 | 8.14 | 5.80 | 2.90 | 1.93 | 1.45 | … | … | 3.91 | 7.91 | 7.89 | 8.74 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/03/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAJ (Saratoga Investment Corp 8.00%) |
8.29%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAJ (Saratoga Investment Corp 8.00%) |
9.26%
Mar 2023 – Mar 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart