Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAZ (Saratoga Investment Corp 8.50%) | 4.07% | 9.04% | 9.41% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/24/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAZ (Saratoga Investment Corp 8.50%) | 04/24/2023 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 9.04 | 9.41 | NA | NA | NA | NA | … | … | 4.07 | 7.96 | 8.88 | 7.60 |
| Sharpe Ratio | NA | 2.03 | 1.66 | NA | NA | NA | NA | … | … | 2.60 | 1.38 | 1.41 | 1.69 |
| Standard Deviation(%) | NA | 3.15 | 3.70 | NA | NA | NA | NA | … | … | 2.79 | 3.70 | 3.73 | 4.41 |
| Draw Down(%) | NA | 1.21 | 1.70 | NA | NA | NA | NA | … | … | 0.83 | 1.57 | 1.20 | 1.70 |
| Yield(%) | 0.00 | 8.42 | 8.55 | 5.32 | 2.66 | 1.77 | 1.33 | … | … | 4.19 | 8.36 | 8.32 | 5.36 |
Data as of 06/05/2026, Common starting date is 04/24/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAZ (Saratoga Investment Corp 8.50%) |
9.58%
May 2023 – May 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 |
|---|---|---|---|---|
| SAZ (Saratoga Investment Corp 8.50%) |
9.58%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart