The total return over the past 12 months is +6.36% vs. +17.49% for the S&P 500. So far it's up +3.51% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +0.08% | (0.20%) | N/A | N/A | N/A | N/A |
| Total Return CAGR | +6.36% | +6.20% | N/A | N/A | N/A | N/A |
| Revenue CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Net Income CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| EPS CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividends CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Saratoga Investment Corp 6.25% (SAF)
| Year | Start price | End price | SAF Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2021 | $25.30 | $25.01 | +3.51% | +28.74% | (25.23%) |
| 2020 | $26.10 | $25.30 | +3.28% | +18.37% | (15.09%) |
| 2019 | $23.50 | $26.10 | +18.07% | +31.22% | (13.15%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
